About Us
Empowering CFOs, private equity firms, and family offices with tailored and affordable FP&A services and unparalleled expertise.
About Us
Bringing CFOs the FP&A Teams & Insights They Need to Scale
At strategIQ, we specialize in helping CFOs scale their finance function without the burden of hiring, training, or managing an in-house FP&A team.
As finance leaders ourselves, we saw firsthand how difficult it is to build a high-performing FP&A function that goes beyond reporting and truly drives business growth. Finding and retaining the right talent is time-consuming, expensive, and often unsustainable—especially for startups and growing businesses.
That’s why we built strategIQ: a better way to get world-class FP&A execution. Our team of FP&A professionals, investment analysts, and strategic finance experts works as an extension of your finance team, delivering:
✅ Best-in-class FP&A talent – Without the cost and complexity of hiring in-house
✅ Proven financial processes – Budgeting, forecasting, KPI tracking & strategic analysis
✅ Global expertise, U.S. market focus – Finance leaders with backgrounds in top U.S. and European institutions
✅ Scalable solutions – Get the level of support you need, when you need it
Whether you're looking to enhance financial visibility, optimize cash flow, or build a strategy for growth, our mission is simple: empower CFOs with the right people, processes, and insights to succeed.
Our Story
A Solution Built by CFOs, for CFOs
As CFOs, we’ve been in your shoes. We know how much of your time is spent managing finance operations instead of focusing on high-impact strategy.
We saw it across industries—CFOs struggling to find the right talent, overburdened by finance operations, and unable to dedicate enough time to driving business growth. Hiring an in-house FP&A team was costly and inefficient. Outsourcing often meant sacrificing quality.
We needed a different approach—one that combined elite finance talent with scalable processes and technology. So we built a model that worked:
✔ Leveraging global talent to access world-class finance professionals at a fraction of the cost
✔ Implementing structured FP&A processes to drive financial clarity and decision-making
✔ Using technology to automate reporting and free up finance leaders for strategic work
This approach transformed our own organizations. It gave us the financial insight and execution we needed to scale. Seeing its impact, we knew we had to bring this solution to other CFOs.
That’s how strategIQ was born—a way for CFOs to get immediate access to high-performing FP&A teams, best-in-class processes, and strategic insights, without the headaches of hiring in-house.
Our Story
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The Rises Team
Sheryl Bates
Owner
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Jen Harris
Partner
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Alia Khan
Partner
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