Vessel Advisors

Financial Planning and Analysis

• Serve as a strategic financial partner to firm leadership
• Build and own a cash flow forecast that separates ordinary billing from litigation-funding draws
• Manage the relationship with the firm's litigation funding counterparties
• Develop partner-facing financial reporting and lead the education of partners on firm economics
• Formalize month-end close, AR/AP, and financial controls
• Partner with an incoming Controller to stand up the finance function
• Operate with the discretion and judgment a professional-services partnership requires

Fractional CFO – Litigation Funding Experience

Controller

• Direct accounting, financial reporting, cash management, budgeting, grant and contract compliance, tax coordination, and internal control functions across multi-entity nonprofit organizations
• Report to the VP of Operations and client executive leadership on a fractional basis
• Serve as a hands-on technical lead for nonprofit client financial operations
• Review and approve client credit card transactions and vendor invoices daily and weekly
• Review work papers, monthly close packages, and financial deliverables from outside accounting firms
• Serve as primary liaison for annual financial statement audits
• Configure, modify, and optimize client accounting systems
• Design and run custom financial, program, and grant reports
• Maintain fund-level accounting for net assets with and without donor restrictions
• Track releases from restriction and reconcile donor-restricted balances to gift and grant agreements
• Apply ASU 2018-08, ASC 606, and ASU 2020-07 for nonprofit revenue and contributed asset accounting
• Administer federal, state, foundation, and corporate grant portfolios, including budget-to-actual reporting, drawdown and reimbursement requests, subrecipient monitoring, and Uniform Guidance compliance
• Build and maintain functional expense and cost allocation methodologies
• Prepare statements of functional expenses and support negotiated indirect cost rate agreements
• Prepare audit-ready schedules and the Schedule of Expenditures of Federal Awards
• Coordinate single audits and support Form 990 and Form 990-T preparation with external CPAs
• Track endowments, spending policy calculations, and UPMIFA compliance
• Lead cash flow projections, liquidity planning, operating reserve monitoring, debt covenant compliance, and line-of-credit management
• Prepare annual budgets, program- and grant-level budgets, long-range forecasts, and scenario models
• Deliver consolidated month-end reporting packages, finance and audit committee materials, KPI dashboards, and internal controls
• Coordinate annual audit and tax workflows with external CPAs
• Supervise internal, client, and third-party staff while deploying multi-agent AI workflows

Fractional CFO – Litigation Funding Experience

Controller, Non-profit Industry Expert