Tap into the massive financial potential a CFO can unlock
Our team has decades of financial management experience partnering with businesses of varying sizes, growth stages, ownership forms, and industries. This diverse experience helps us pinpoint the financial best practices that keep businesses growing profitably and sustainably.
You can count on our CFOs to craft precisely the right solutions for your business needs.
Let’s give your business Momentum!
Is Momentum CFO right for you?
Momentum CFO partners with CEOs of small and midsize service businesses. Typical characteristics of our clients include:
Experiencing or Planning for Growth
$5 Million + in annual revenue
Healthy Cash Flow
Core Values
Meet The Founder
Rosemary Linden
President
Ready to supercharge your business’s financial future? Drawing on my 25-year background in finance and passion for empowering entrepreneurs, I offer a strategic approach to financial management that unlocks opportunities and gives your small or midsize business momentum to achieve lasting success.
With a proven record as a transformational financial advisor to business executives, I’ve led Financial Planning & Analysis (FP&A) divisions of global corporations such as Quest Diagnostics and WD-40 Company and managed P&Ls exceeding $1 billion. I enjoy adapting large-company best practices to optimize small business financial performance. My diverse experience spans companies large and small, public and private, for-profit and non-profit, across multiple industries and business maturity stages.
Recognizing that many astute business owners grapple with managing their business finances, I founded Momentum CFO in 2016 to provide specialized financial expertise to business owners nationwide. From optimizing cash flow to refining pricing strategies, I ensure that your small or midsize business not only thrives financially, but makes a meaningful impact on your industry and community.
I’m honored to have been recognized for outstanding achievements in the business community. In 2023 and 2024, I was named a Top 50 Women of Influence in Accounting and Finance and CFO of the Year Finalist by the San Diego Business Journal.
Additionally, I serve as a member of the North American FP&A Advisory Council for the Association for Financial Professionals, where I help set global standards of excellence for the FP&A profession.
My educational background includes a BA in Economics from the College of William & Mary, and an MSBA (Master of Science, Business Administration in Financial and Tax Planning from San Diego State University.
When I’m not busy being a finance nerd, you can find me:
- Scuba diving around the world with my husband. And sharks. Lots of sharks.
- Unwinding with a game of Tetris or Super Mario Brothers on my vintage Nintendo NES.
- Assembling LEGO models and jigsaw puzzles.
- Keeping on my toes in ballet classes and as Board Chair for San Diego Civic Youth Ballet. I’ve been practicing pliés, relevés, and sautés since age four and was recently honored as one of San Diego’s Top 50 Nonprofit Board Leaders of Influence by the San Diego Business Journal.
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.
Case Stories
It’s time to unlock your business’s financial potential.
It’s time to unlock your business’s financial potential.
