Strategic Financial Leadership, AI-Driven Transformation, Trusted Results.
From fractional CFO support and complex advisory to AI-powered strategies, BMF Executive Solutions delivers hands-on financial expertise combined with cutting-edge technology to help businesses navigate growth, lead turnarounds, manage restructurings, and solve critical challenges.
We partner with management teams to provide clarity, control, and customized financial strategies—whether you're scaling, stabilizing, or transforming your organization
Whether you're acquiring, divesting, restructuring, or scaling - BMF provides the clarity, experience, and execution you need to move forward. Our customers are our number one priority, and our services prove just how committed we are to their success. Book an introductory meeting today to learn more about how we can make your business thrive.
Who Our Clients Are
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Small Businesses that need financial guidance without incurring the expense of a full time CFO
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Companies looking to establish a risk framework & risk appetite
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Startups | FinTech's | Banks | Insurance Companies | Private Equity
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Companies looking to navigate AI
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Any Company in need of Restructuring or Expense Reduction
About Us
At BMF Executive Solutions, we deliver high-impact CFO consulting and strategic advisory services tailored to the financial services, fintech, and private equity sectors. With deep expertise in mergers & acquisitions, financial transformation, and capital strategy, we partner with executive teams, boards, and investors to solve complex financial challenges and drive long-term value.
Our work spans the full financial lifecycle—from turnarounds and transaction readiness to post-merger integration, liquidity optimization, and enterprise risk management. Whether you're a fast-growing startup, a mid-market lender, or a mature institution undergoing change, we provide the financial clarity and strategic direction needed to move forward with confidence.
What sets us apart is our hands-on approach. We don’t just advise—we lead. Our team steps in as fractional or interim CFOs, Chief Risk Officers, and finance executives to drive execution from within. We’ve helped organizations restructure operations, reduce costs, raise capital, and build scalable financial infrastructure that supports sustainable growth.
With decades of senior leadership experience across banking, mortgage, insurance, and fintech, we understand how to align financial strategy with business outcomes. At BMF Executive Solutions, every engagement is tailored, practical, and results-driven—because we believe the best solutions are built, not bought.
Services Offered
Fractional CFO & Controller Services
We provide executive level CFO and Controller services to support strategic planning, financial reporting, and operational oversight — ideal for organizations needing executive-level finance leadership without the full-time cost. Whether you need interim coverage during a CFO departure or are scaling without the overhead of a full-time hire, our services deliver immediate impact.
Specializing in:
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Driving financial transformation through streamlined reporting, cash flow management, and process improvement
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Providing interim leadership that ensures continuity during executive transitions
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Enhancing efficiency in budgeting, forecasting, audit readiness, and board communications
Backed by experience in regulated industries like banking, fintech, and insurance, we step in quickly and integrate seamlessly with your team.
AI Strategy & Implementation Services
Unlock the power of AI to transform your finance and operations — from strategy and automation to training and fractional leadership. We help mid-market companies adopt practical AI solutions that deliver measurable results quickly, without the complexity or hype.
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AI Readiness & Opportunity Assessment
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AI-Augmented Finance & Analytics
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Intelligent Process Automation
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AI Tools Selection & Implementation
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AI Training, Governance & Change Management
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Fractional AI Leadership & Advisory
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M&A Advisory & Integration Services
We provide hands-on financial leadership through all stages of M&A—from early-stage diligence through post-close integration. Whether you’re acquiring, divesting, or positioning for sale, we act as a trusted partner to drive value and reduce disruption.
Our services include:
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Financial due diligence and operational assessments
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Integration planning and execution across systems, teams, and reporting structures
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Support for buy-side and sell-side transactions, including investor communications and audit prep
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Post-merger support to align financial processes, harmonize reporting, and ensure a smooth cultural and operational transition
Financial Modeling & Pro forma Development
At BMF financial solutions we specialize in building custom financial models whether you are hiring us as and interim CFO or Treasurer or are looking to add a more robust financial model we can build it. We have experience building custom models and pro forma in some of the largest financial institutions and insurance companies in the market.
At BMF Executive Solutions we specialize in benchmarking and developing KPI’s customized for your peer group and industry. We offer bench marking for pricing, revenue, expenses, operations expense, administrative expenses and much more. We also create custom KPI to help measure your business performance and benchmark it against other companies in your industry.
Risk Management Services
We provide comprehensive enterprise risk management solutions designed to identify, evaluate, and mitigate risks that could impact your organization’s strategic objectives. Our expertise ensures robust risk assessment and credit risk oversight to protect your financial health and operational integrity.
Our services include:
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Enterprise Risk Management (ERM) program design and implementation to establish a cohesive risk culture
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In-depth risk assessments identifying key operational, financial, and strategic risks across the enterprise
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Credit risk oversight including portfolio analysis, risk rating frameworks, and monitoring of loan performance
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Development of risk appetite statements and risk tolerance limits aligned with business goals.
At BMF Executive Solutions we have significant experience running pricing and product development within some of the largest companies in the industry. We offer custom solutions for building pricing positioning, developing Niche products, and bench marking pricing compared to the other lenders. We work with our clients to help set pricing policies to meet their corporate goals.
At BMF Executive Solutions we have significant experience dealing with business liquidity needs including cash management, banking relationships, debt facilities, capital markets, and risk management. We will partner with your CEO & CFO to help develop custom treasury solutions to help meet all liquidity needs.
If you are looking to cut cost and outsource your accounting function, we can help you. We offer outsourced accounting solutions that fit your company needs.
PERSONALIZED FINANCIAL CONSULTING
TESTIMONIALS
See What My Clients Are Saying
"Tony's ability to bridge technical financial detail with executive-level strategy is unmatched. Tony gave us the tools and insights to make confident, data-driven decisions during a critical growth phase."
Insurance Executive
"We brought in Tony to help design a business plan during a period of transition, and he immediately added structure, clarity, and financial discipline. From cash flow forecasting to board reporting, his impact was felt across the organization."
Executive Crypto Startup
"Tony helped us stand up a comprehensive Enterprise Risk Management function from the ground up. He worked closely with executive leadership and the board to define our risk appetite and implement a practical framework that fits our business."