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Enterprise expertise. Growth-stage speed. That’s Momentum CFO.

We turn financial complexity into clarity, so you can focus on growth. Momentum CFO delivers fractional CFO and FP&A expertise to help growing businesses make confident, strategic decisions with a trusted financial partner in their corner.

We Know What It Takes to Scale

Momentum CFO works with growing businesses that need senior financial leadership, from companies building their finance function from scratch to those looking to strengthen what they already have.

We understand the complexity that comes with scaling, navigating a transaction, or outgrowing your current financial infrastructure. We adapt enterprise-level best practices to organizations that are ready to replace reactive decision-making with the rigor that sustainable growth requires.

We cut through the noise, give you clear insight into your numbers, and help you lead your business with confidence.

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Meet The Founder

Rosemary Linden headshot

Rosemary Linden

President | 2025 CFO of the Year

I’m the Founder and President of Momentum CFO, a fractional CFO and FP&A consulting firm based in San Diego. I bring over 25 years of financial leadership experience to every client engagement. Before founding Momentum CFO, I led financial planning and analysis teams at global public companies including Quest Diagnostics and WD-40 Company and managed P&Ls for businesses exceeding $1 billion in annual revenue.

I founded Momentum CFO in 2016 to bring enterprise-caliber financial planning and analysis to businesses that need it but don’t yet have it. I work with executives who are scaling, navigating a transaction, or managing a business that has outgrown its financial infrastructure. Engagements range from building an FP&A function from scratch to providing strategic CFO leadership alongside an existing finance team. Clients nationwide have called on me to strengthen cash flow, improve profitability, refine pricing strategy, build rigorous budgets and forecasts, and develop financial materials for boards, investors, and lenders.

In addition to leading Momentum CFO, I serve on the Association for Financial Professionals‘ North American FP&A Advisory Council, where I contribute to global standards for the practice of FP&A, and I speak at AFP conferences and events. I’m also part of the leadership team of San Diego Women in Finance, supporting the development of women leaders in the field. The San Diego Business Journal recognized me as 2025 CFO of the Year in the Consulting CFO category, after also naming me a Leader of Influence in Accounting & Finance and a CFO of the Year Finalist in 2023 and 2024.

I earned a BA in Economics from the College of William & Mary and an MSBA in Financial and Tax Planning from San Diego State University. Outside of work, I try to balance the spreadsheets with some genuine adventure: scuba diving with my husband, LEGO builds and puzzles, ballet classes, and evenings at home with our two mischievous kitties.

Core Values

  • Integrity

    Our relationships are built on trust. You can count on us to do right by you and your business. You take your business finances seriously, and we do too.

  • Impactful Relationships

    At Momentum CFO, you’re not just another number to us–you’re a valued client. We work collaboratively with you to find the best solutions for your financial needs.

  • Excellence

    Our team strives to exceed your expectations in every interaction by communicating clearly and delivering high quality, accurate work products.

What Our Clients Say

Rosemary and her team possess deep knowledge in numerous areas like financial reporting, business intelligence, and data analytics. Momentum CFO will help your organization gain better insights and offer strategic recommendations to achieve your goals.

I would give Rosemary ten stars on a five star scale if I could. I am happy to refer anybody that I know to Rosemary’s work because of the high trust that I have in her and integrity of her work.

I brought Rosemary in to help my business when it was in a financial crisis. She immediately helped me right my ship by pinpointing vendors that were charging too much or failing to deliver. Rosemary evaluated my company’s financial situation, found issues that could lead to future problems, and created a plan to generate greater profit with less effort. Now my company is forward-thinking, and I know my finances are in good hands with Momentum 

I gained invaluable insight from Rosemary’s financial reports and dashboards! They helped me make important executive decisions that increased our business’s revenue and profitability.

Rosemary is diligent, committed to high quality work, well versed in financial practices, and able to communicate complex information to any audience regardless of its level of understanding of financial statements.

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.

Rosemary’s spreadsheets are beautiful, in the sense that they are laid out very methodically and built with easy to read color coded cells in such a way that when you punch in numbers, you know where to look for answers. In addition, her advanced Excel skills and business acumen, which comes from working in various industries and companies of very different sizes, really helped me, the client, because she can get to the heart of the issue very efficiently and not waste time and money.

I must admit that I had no idea of the tremendous value a CFO could bring to my company until I hired Rosemary. Rosemary has been fantastic to work with over the past two years, and I have learned so much about financial metrics and reporting from her. Not only does Rosemary deeply analyze and report on every aspect of our business, she constantly provides suggestions on how to streamline and improve the financial health of the company.

Our business had recently completed an overhauling of how we did things; we found things that had been done for years and needed addressing. 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!

My experience with Rosemary has been nothing short of insightful and meaningful. It has been a learning and development partnership between us. She has a wealth of knowledge that aids in my role at Cal Head & Neck. She is a great partner and collaborator and I am grateful to have her as a colleague.

Rosemary’s professionalism and attention to detail always impressed me. Her extreme attention to detail, building very complex financial models, and “teaching you to fish” approach is really incomparable.

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.
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Case Studies

Turning Data Into Insight With Financial Dashboards

February 23, 2022/by Momentum CFO

Turning High-Cost Debt Into Sustainable Business Growth

February 23, 2022/by Momentum CFO

Helping a Client Thrive During the Pandemic

February 23, 2022/by Momentum CFO
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