San Diego Fractional CFO | Strategic FP&A
As your organization grows and becomes more complex, historical reporting is no longer enough. You need forward-looking leadership to forecast what’s ahead and shape financial performance. Momentum CFO brings the financial rigor of large public companies to growing businesses.
Whether you need specialized FP&A expertise or a fractional CFO, we provide the insight and executive leadership required to navigate complex decisions.
Growth & Financial Complexity
Momentum CFO provides specialized FP&A and fractional CFO services to improve your company’s planning, forecasting, and analysis capabilities.
Identify where your company makes and loses money to reveal opportunities for margin improvement.
Strengthen your finance processes, systems, and team so they keep up with your growth.
Replace guesswork with budgets and driver-based forecasts that guide where your business is headed.
Go beyond the monthly close to understand what’s driving results and what to do next.
Who We Serve
Momentum CFO is best suited for organizations with $5 million or more in annual revenue or that have raised capital.
These companies have an established accounting foundation, financial complexity that warrants sophisticated FP&A expertise or fractional CFO leadership, and sufficient financial resources to invest in senior-level support.
FP&A Consulting
Fractional CFO
About
When your financial decisions become more complex, you need a strategic adviser with genuine financial judgment, shaped by over 25 years of experience spanning Fortune 500 and founder-led companies.
Rosemary Linden brings enterprise-grade financial leadership to mid-market, venture-backed, and private equity-backed businesses. She has led FP&A teams at large public companies including WD-40 Company and Quest Diagnostics and directed budgeting processes for organizations exceeding $1 billion in annual revenue. She is a nationally recognized FP&A expert who serves on the Association for Financial Professionals (AFP) North American FP&A Advisory Council, speaks at national conferences, and contributes to industry research.
Rosemary personally leads every engagement at the executive level.
Rosemary Linden
President | 2025 CFO of the Year
Services
Whether you have an existing CFO or need ongoing executive financial leadership, we provide the right level of support for your finance function.
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All New Clients
We assess your current finance function, identify gaps and opportunities, and develop a strategic plan to improve financial capabilities, planning, and business performance.
Learn More →02
Organizations with a CFO
We offer specialized FP&A expertise in planning, forecasting, performance management, and analysis, working alongside your existing CFO to strengthen financial capabilities.
Learn More →OR
Organizations without a CFO
We provide fractional CFO leadership, financial strategy, and executive guidance to support financial decisions, strengthen performance, and help your business grow profitably and sustainably.
Learn More →Process
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Start with a conversation about your organization’s financial needs and challenges. This initial discussion provides an opportunity to understand your priorities and determine the appropriate next step.
02
The Financial Health Assessment evaluates your existing finance function, identifies gaps and opportunities, and establishes a strategic plan for improving financial capabilities and supporting business performance.
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Following the Financial Health Assessment, Momentum CFO partners with your organization on an ongoing basis through either FP&A or fractional CFO services, depending on your organization's needs. This provides the leadership and capacity needed to improve financial performance and support business decisions.
Client Results
“Change is constant when you’re rapidly growing a startup business. Rosemary brought the consistency, dependability, and accuracy to our finance department that we needed through that change. She helped organize our finances and prepare us to raise $65 million in venture capital as our valuation grew from $50 million to more than $400 million. She was and remains a steady, trusted partner at a pivotal time for our company.”
Brad Garber
Chief Strategy Officer, Hidden Level
“Rosemary has gone above and beyond since the very start. She is incredibly respectful, systematic, detail-oriented, and exceptional in every way. It is extremely reassuring to have her guidance on present and future financial health.”
Rebecca Hayes
Owner/Educator, e3 Consulting
“We wish we had known what Momentum CFO could have done for us sooner, so we could’ve saved time and money. Having Momentum CFO on board has changed everything: our accounting, reporting, forecasting and most of all budgeting improvements. We recommend all types of businesses take the time to experience what we now have!”
Michael Young
Former President/CEO, The Service Company of Virginia, Inc.
“From our initial meeting, Rosemary was not trying to push services. She took the time to understand our company to design a plan to meet our goals. Her commitment is what’s best for us as clients. Rosemary’s qualities are not seen very often in business. I want to thank you for your integrity, honesty, and professionalism.”
Francisco Ramirez
CEO, The ACE Group
Blog
Practical financial guidance for businesses navigating growth and complexity.
Contact Us
Whether you need specialized FP&A expertise or fractional CFO leadership, a conversation can help you determine the right financial support for your business.
Schedule a consultation to talk through your financial priorities, the decisions ahead, and where additional financial expertise or leadership could support your goals.
