Open to opportunities

Samuel Isaac

@samuelisaac1

Message

Senior finance executive and fractional/interim CFO driving turnarounds, fundraising, and IPO readiness.

United States

Message

What I'm looking for

I’m seeking a senior finance leadership role where my cross-industry perspective drives long-term strategic impact—owning fundraising, reporting, M&A integration, and IPO readiness while improving liquidity, controls, and performance to EBITDA.

I’m a senior finance executive with 17+ years across technology, life sciences, natural resources, real estate, and energy, specializing in building scalable finance operations that support growth and strategic change. I’ve led $100M+ equity raises, M&A integrations, IPO readiness efforts, and turnarounds to positive EBITDA, while rapidly mastering new sectors and strengthening investor/board reporting.

Since June 2021 as a Fractional & Interim CFO, I’ve delivered measurable outcomes like implementing a 10-day close and achieving positive EBITDA with 43% cost reductions, strengthening liquidity through 13-week cash flow forecasting, and improving working capital to maintain EBITDA covenant compliance. I also bring deal and compliance depth—supporting due diligence and transaction structuring, preparing audited financial statements and F-1 prospectus materials for a planned U.S. IPO, and redesigning forecasting to improve cash flow visibility—grounded in hands-on leadership from CFO/VP finance through Controller and audit experience.

Experience

Work history, roles, and key accomplishments

Current

Fractional & Interim CFO

Current

Financial Leadership for Growth-Stage Companies

Jun 2021 - Present (5 years 1 month)

Provided strategic fractional/interim CFO leadership for growth-stage companies, including implementing faster close processes, improving liquidity through 13-week cash flow forecasting, and KPI-based management. Supported audits, covenant compliance, fundraising, due diligence, and IPO readiness across multiple sectors.

Financial Close Process 13 Week Cash Flow Working Capital Management LTV NRR%M&A Integration Audit Support Financial Due Diligence IPO Readiness Revenue Forecasting Cash Flow Visibility Cashflow Visibility

Chief Financial Officer

Family Office

Nov 2019 - May 2021 (1 year 6 months)

Led finance transformation across a diversified SaaS and e-commerce portfolio, building standardized monthly and KPI reporting to support exit readiness. Managed capital raising of equity and debt and handled investor relations, financial modeling, and lender negotiations to fund acquisition strategy.

KPI Reporting Exit Readiness Capital Raising Investor Relations Financial Modeling Financial Governance

VP, Finance

Namaste Technologies

Sep 2017 - Oct 2019 (2 years 1 month)

Led capital markets activity and international M&A, including bought-deal equity financings and due diligence, regulatory compliance, investor reporting, and financial integration for acquisitions. Built and led finance teams across multiple countries to strengthen controls, reporting, and audit compliance.

Capital Markets Equity Financings Due Diligence Regulatory Compliance Investor Reporting Financial Integration Building Finance Teams Financial Control Audit & Compliance

Controller

Brookfield Asset Management

Nov 2015 - Aug 2017 (1 year 9 months)

Integrated financial reporting, forecasting, and consolidation processes for multiple acquisitions and delivered quarterly and annual reporting to senior leadership. Managed debt and covenant reporting for large credit facilities across international lenders to support ongoing acquisition and investment activity.

Manager, Financial Planning & Reporting

Maxim Power

Apr 2013 - Oct 2015 (2 years 6 months)

Led board reporting and strategic planning through annual budgets, forecasts, and scenario analysis to support capital allocation, acquisitions, and divestitures across an expanded power generation portfolio. Managed credit facility covenant compliance and lender reporting to maintain funding flexibility.

Budgeting & Forecasting Board Reporting Strategic Planning Lender Reports

Corporate Reporting Analyst

Husky Energy

Oct 2010 - Mar 2013 (2 years 5 months)

Prepared public company financial filings and supporting analyses to support timely and accurate external reporting with no material adjustments. Contributed to public company reporting execution for an integrated energy organization.

Financial Reporting Financial Analysis

Senior Auditor

PwC

May 2007 - Sep 2010 (3 years 4 months)

Led financial statement audits for clients with revenues up to $200M, ensuring timely delivery and compliance with IFRS/GAAP and PCAOB/SEC standards. Maintained 100% on-time audit delivery while supporting compliance and risk management for audit clients.

Financial Statement Audits IFRS Compliance and Risk Management