Fractional & Interim CFO Services

CFO-Level
Expertise.
Without the
Full-Time Cost.

When your institution needs more than a consultant — but not a full-time hire.

Xecutive Focus LLC delivers experienced CFO leadership to credit unions, community banks, fintechs, and regulated financial institutions. From financial stabilization to AI-ready modernization — we go where the work is.

Credit Unions Community Banks Fintechs Regulated FIs
Schedule a QuickScan View Services
19+
Years of Experience
13
Zero Audit Exception Cycles
$5M
Assets Preserved
$2.6B
Assets Scaled
Porsche Brown-Williams, MBA — Founder, Xecutive Focus LLC
19+
Years Experience
60%
Close cycle reduction
$5M
Assets preserved
13
Zero audit cycles
About the Founder

Porsche Brown-Williams, MBA

Fractional CFO · Strategic Finance Executive · Transformation Leader

AI Finance Accelerator — Executive Certificate in Applied AI for Finance · AI Finance Club

Porsche's career spans nearly two decades of rebuilding and strengthening financial institutions — often stepping into organizations at critical moments and guiding them toward stability, transparency, and long-term growth. Her work is rooted in a simple philosophy: financial clarity creates organizational confidence, and organizational confidence fuels transformation.

She began her journey in credit unions during a period of heightened regulatory scrutiny, quickly becoming known for her ability to restore trust, redesign financial infrastructure, and lead teams through uncertainty with discipline and calm. She has served as a key financial architect behind multiple post-conservatorship recoveries — helping institutions scale from distressed conditions to strong, sustainable performance.

Her expertise spans every facet of modern financial leadership — ALM, liquidity strategy, balance sheet optimization, CECL, regulatory compliance, data transparency, and AI-enabled finance. What sets Porsche apart is her ability to translate complex financial environments into actionable strategies for boards, executives, and regulators. Leaders trust her because she delivers not just reports — but clarity. Not just numbers — but insight. Not just stability — but momentum.

Today, as the founder of Xecutive Focus, Porsche partners with credit unions, community banks, fintechs, and regulated financial institutions that want to elevate their finance function — from rebuilding internal controls to strengthening ALM frameworks, accelerating reporting cycles, and creating high-performing teams ready for growth.

Schedule a Conversation
Our Services

The Complete Offer Stack

Every engagement is structured around your institution's size, complexity, and goals. Introductory rates available during our current launch period.

01
ADV-CFO
Advisory CFO

Monthly CFO-level thought partnership. Your team executes — we guide. Ideal for institutions with a finance team that needs senior strategic direction without full fractional CFO ownership.

Tier 1: $2.5K–$5.5K/mo  ·  Tier 2: $6K–$8.5K/mo  ·  Tier 3: $8.5K–$11K/mo
02
F-CFO
Fractional CFO

We act as your institution's CFO — owning, leading, and executing financial strategy, reporting, and governance. Three tiers with cumulative stacking for institutions at any stage.

Tier 1: $5K–$7K/mo  ·  Tier 2: $7.5K–$12K/mo  ·  Tier 3: $12.5K–$18K/mo
03
AI-ASMT
AI Ready Assessment

A structured short-term assessment evaluating your finance function across 6 dimensions. You select 4. Always includes a prioritized 90-Day Modernization Roadmap and Board-ready deliverables.

Tier 1: $4,000  ·  Tier 2: $7,000  ·  Tier 3: $10,000
04
AI & AUTO
Finance Modernization

A focused project engagement built around 4 priority improvements recommended from your assessment findings. Additional solutions available from our full Solutions Menu.

  • —Board Package Rebuild.
  • —Forecasting Model Overhaul.
  • —KPI & Dashboard Build.
  • —Manual Workflow Elimination.
  • —AI Readiness Implementation.
  • —Finance Function Restructure.
  • —Regulatory Reporting Improvement.
  • —Budget Process Redesign.
Tier 1: $6,000+  ·  Tier 2: $9,000+  ·  Tier 3: $12,000+
05
CUSTOM
Custom Package

Fully scoped for CFO transitions, regulatory exam prep, complex multi-offer engagements, or M&A integration. Minimum 5 solutions. Priced from the Solutions Menu rate card with multi-solution discounts.

  • —Board Package Rebuild.
  • —Forecasting Model Overhaul.
  • —KPI & Dashboard Build.
  • —Manual Workflow Elimination.
  • —AI Readiness Implementation.
  • —Finance Function Restructure.
  • —Regulatory Reporting Improvement.
  • —Budget Process Redesign.
Project-based  ·  Contact us to scope
06
T&EDU
Training & Executive Education

Modular training for finance teams, boards, and leadership at regulated financial institutions — covering finance modernization, AI readiness, and regulatory governance.

Coming Soon  ·  Contact us to be notified
Entry Point Offers

Start with a QuickScan

Not sure where to begin? Our QuickScan offers are fixed one-time engagements designed to give you immediate clarity — with no long-term commitment required. Each naturally leads to the right next step for your institution.

QS-1
Financial Check Up

A financial health check-up providing an overview of where your institution stands today — liquidity position, KPI assessment, asset quality, CECL methodology, and an executive summary with roadmap recommendations.

Tier 1 (Under $500M)$2,500
Tier 2 ($500M–$1B)$4,000
Tier 3 (Over $1B)$6,000
QS-2
Board Reporting & Regulatory Checkup

An overview of key Board reporting and regulatory practices — identifying the top 5 reporting gaps, top 5 modernization opportunities, and delivering a finance reporting friction summary with debrief call.

Tier 1 (Under $500M)$3,500
Tier 2 ($500M–$1B)$5,000
Tier 3 (Over $1B)$7,000
Best Value
QS-3
Finance & Regulatory Check-Up

The complete bundle — QS-1 and QS-2 combined into a single comprehensive engagement. Covers both financial health and reporting/regulatory standing with a built-in discount vs. purchasing separately.

Tier 1 — save $1,000$5,000
Tier 2 — save $2,000$7,000
Tier 3 — save $3,000$10,000
Why Xecutive Focus

The Right Partner at the Right Time

Credit unions and community banks don't always need a full-time CFO — but they always need CFO-level thinking. Xecutive Focus was built for exactly that moment.

My approach is hands-on, systems-driven, and results-oriented. I quickly assess financial environments, align leadership, and implement scalable solutions wherever growth, regulatory complexity, or operational inefficiency requires disciplined execution.

Schedule a Conversation
Track Record

Proven in the Field

Arrowhead Federal Credit Union
VP of Strategic Finance
13-year tenure  ·  $700M → $2.6B in assets
  • Co-chaired ALCO, directing interest rate risk, liquidity modeling, funding strategy, and investment portfolio positioning.
  • Led Board and executive financial reporting providing decision-ready analysis for strategic planning.
  • Directed regulatory engagement with NCUA, DFPI, and external CPA firms.
  • Managed $125M+ operating budget and $6M+ capital budget.
  • Zero audit findings across 13 consecutive cycles.
  • Accelerated month-end close to four business days.
Cooperative Center Federal Credit Union
Chief Financial Officer
Appointed CFO during period of regulatory distress
  • Led comprehensive financial turnaround restoring full regulatory compliance within two audit cycles.
  • Served as principal financial advisor to CEO and Board on balance sheet optimization and governance.
  • Chaired ALCO and led interest rate risk, liquidity management, and policy governance.
  • Preserved approximately $5M in institutional assets through proactive risk mitigation.
  • Reduced close cycle by more than 60% through process reengineering.
  • Designed executive dashboards improving transparency and leadership decision-making.
Ready to Bring CFO-Level Clarity to Your Institution?
Start with a QuickScan — a fixed one-time engagement with no long-term commitment required.
Schedule a QuickScan Or email us directly
Get in Touch

Let's Start the Conversation

Whether you're navigating a finance leadership gap, preparing for a regulatory exam, or ready to modernize your finance function — we'd like to hear about it.

☎
Phone
Available by appointment — contact us to schedule
@
Email
info@xecutivecfo.com
📅
Schedule a Call
Book a Discovery Call →
↗
Website
xecutivecfo.com
in
LinkedIn
linkedin.com/in/xecutiveadvisory