Unleashing Full Potential of Your SaaS Company | Fractional FP&A and BI Data Science Consultant | Tech-Savvy Finance Leader | Data Ninja | Reporting Analytics FP&A | SaaS, FMCG & Logistics | Finance - Power BI - Tableau

If you're an ambitious founder, you probably:

→ Want to improve financial models

→ Struggle with optimizing your finance tech stack

→ Lack the time to enhance your financial strategies

→ Want to implement new financial software but don’t know how

→ Aim to prepare for successful fundraising rounds but need guidance

→ Seek to optimize your financial reporting but don’t know where to start

You might relate to all 7 of these points.

Or, You might just be struggling with 1.

Why does that matter?

Well, having a robust financial strategy is essential for growth.

And there's still a massive opportunity to maximize your revenue through specialized financial practices.

Don't believe me?

Here are 5 things that my employers have said my expertise helped them do:

1. To create awareness for potential investors and partners

2. To attract investment by optimizing their financial structures

3. To communicate their growth potential better to stakeholders

4. To streamline operations by implementing various financial software

5. To stand out from competitors through financial insights and strategy

Implementing these strategies can boost your revenue, growth, and financial performance.
But you don't have time for that…

You're too busy doing other stuff like,

I don't know, scaling your company.

So what happens now?
I'll take over your financial strategy for you.

I have helped dozens of companies in:

― Preparing them for fundraising rounds,
― Optimizing their finance tech stacks,
― Enhancing their financial models,
― And more.

And no, I don't mean providing:

→ Generic financial advice
→ One-size-fits-all strategies
→ Pointless number crunching

I mean ACTUAL tailored financial solutions.

Created by a real fractional CFO.

Who leverages industry insights, proven frameworks, and your company's unique needs to drive real growth.

So, which path you'll want to go:

A - Sit and do nothing, leaving your financial strategies to chance.

Or

B - Sit and do nothing while I optimize your financial strategy, prepare you for fundraising, and help you skyrocket your revenue.

I know you're shouting B inside you.

Let's map out strategies to streamline your financial operations and identify new avenues for growth and investment.

📌 Drop me a DM "Growth" or
📌 Click the link in my Featured Section

Aleksandar Stojanović, MSc.

I’ve built over 100 financial models.

Now, I’m giving away my 5 go-to templates.

— Comment "TEMPLATES" to get access —

This 5-model resource includes:
👉 A budget vs. actuals tracker for variance analysis
👉 A DCF template to calculate company valuation
👉 A three-statement model to structure financials
👉 A SaaS model to track MRR, ARR & churn
👉 An LBO model for private equity deals

And here’s the best part?

These models aren’t just spreadsheets.

They are investor-ready frameworks designed to help you:
✔️ Impress investors with clear financials
✔️ Forecast future cash flow with confidence
✔️ Align your business model with scalable growth

I don’t usually release these publicly…

But today, I’m giving them to the first 50 people who comment "TEMPLATES" below.

PS. Connect with me and send me a message "TEMPLATES".

Alex Stojanovic, MSc.

Helping tech founders make smarter financial decisions (and scale like Usercentrics to €100M ARR) | Fractional CFO & FP&A Advisor

How I’d create a cash flow forecast in under 20 minutes:  

(🆓 Free cash flow template included)  

♻️ Repost this to get the full walkthrough video too  

1. Understand your cash flow basics.  

• Start with your current cash balance.
• Include all expenses (e.g., rent, payroll).
• List all income sources (e.g., sales, loans).
• Factor in one-off payments like taxes or equipment purchases.

Your forecast should give you a clear view of how cash moves in and out of your business.  

2. Use a simple structure for forecasting.  

• List all income and expenses for the month.
• Identify key cash flow drivers like payment terms or seasonality.
• Add balance sheet items like loan repayments or owner’s draws.
• Project cash flow for the next 3-12 months using realistic assumptions.

This step ensures you’re not missing critical cash movements, keeping your forecast accurate and actionable.  

3. Build the forecast using my free template.  

Start with your beginning cash balance.
• Adjust projections as new data comes in.
• Use built-in formulas to ensure totals and trends are clear.
• Input income and expenses as absolute values (no negatives).

You can also add “what-if” scenarios:  
• Can you afford to hire a new employee next quarter?
• What happens if revenue drops by 20%?

4. Make informed business decisions.  

With a cash flow forecast, you can:  
• Adjust spending to stay within your means.
• Plan for investments with confidence.
• Spot potential cash shortages early.

Example: “If my forecast shows negative cash flow in September, I can reduce expenses in July to avoid issues.”  

Go implement this now and take control of your cash flow!

PS: Reviewing cash flow forecasts for the next hour - drop yours below for feedback!

PPS… Grab your free template at: https://lnkd.in/d7xWergy

Most people are thinking about finance roles all wrong.

These 6 domains govern a thriving finance career:

Finance is more nuanced than most people realize.
There are roles that grow your expertise and others that stall it.

But it's not nearly as complicated as you think to map your career.

I've spent years analyzing finance paths and hierarchies...
So you can hit the ground running in your career planning.

Here are the 6 domains every successful finance professional should know:

1/ Accounting
The backbone of all finance.
• Cost Accountant
• Junior Accountant
• Senior Accountant
• Accounting Manager

2/ FP&A
Strategic insight lives here.
• FP&A Analysts
• FP&A Managers
• VPs translate numbers into decisions.

3/ Tax
Compliance and strategy meet here.
• Tax Specialists
• Tax Supervisors
• Strategy Managers keep companies safe and optimized.

4/ Auditing
The quality gatekeepers.
• Auditors
• QA Auditors
• Forensic Auditors
• Audit Managers ensure trust in numbers.

5/ Treasury
Where cash and risk are managed.
• Cash Flow Analysts
• Liquidity Managers
• Investment Strategists drive capital efficiency.

6/ Corporate Finance
Deals and growth opportunities happen here.
• Investment Bankers
• Valuations Analysts
• Capital Budgeting Managers shape strategic outcomes.

Even as companies evolve (which they will), these domains will remain essential.

Learn them now, and they’ll serve you for decades to come.

What's your biggest struggle with career planning right now?
Share your thoughts in the comments.

♻️ Repost this to help your network plan a thriving finance career.
And follow Alex Stojanovic, MSc. for more insights and lessons like this.

I just mapped out how to master your cash flow in 2026

(Save this so you can use it later)

If you want to:

Avoid cash shortfalls.
Run a healthy, scalable business.
Make confident spending decisions.

Follow this cash flow strategy step-by-step.

Your commitments:
1. Weekly cash flow check-ins
2. Real-time invoice and AR tracking
3. Forecasting and budgeting reviews monthly
   
The system:
• Optimize surplus...don’t sit on idle cash
• Use dashboards to watch cash trends
• Forecast incoming + outgoing cash
• Plan for gaps before they hurt you
• Monitor OPEX and identify leaks
• Set up a clean invoicing system
• Identify all your income sources
• Budget spending across teams
• Track receivables consistently

The growth compounder:
1. Layer in automation early
   ↳ Invoice faster = get paid faster
   ↳ Alerts = catch gaps before they grow
   ↳ Dashboards = visibility at all times
   
2. Use visuals to communicate cash reality
   ↳ Founders understand faster
   ↳ Teams align easier
   ↳ You make faster decisions
   
3. Review → Forecast → Adapt
   ↳ Every month. Without fail.
   
For me, this cycle changed everything. I now help 50+ founders use this to scale profitably.

➠ Bonus hack: Use your cash surplus strategically.

Reinvest in growth when the time is right. But never without forecasting.

This system isn’t complicated.

Follow it for 365 days...and your finances won’t just survive, they’ll scale.

Repost this ♻️ so every founder sees it.

PS. Want me to help build your cash flow system? Drop me a DM.

Most board packs are broken.

Stop sending decks with 50+ slides. Instead, run this test:

Track your board prep process across five steps
And your whole finance workflow will evolve.

Start with what to fix:

Step 1: Data Collection
Gather P&L, balance sheet, cash flow
Make sure numbers are fresh

Step 2: Reconciliation
Check accuracy, align systems
Avoid surprises

Step 3: Variance Summary
Explain gaps, call out drivers
Tie to forecast

Step 4: Risks & Opportunities
Highlight trends, staffing, burn
Bring real insight

Step 5: Packaging
Use dashboards, not PDFs
Lead with clarity

What I learned after 200+ board preps:

→ Guesswork = low confidence
→ Templates = medium confidence
→ Finance Pack Process = high confidence

Now, rate your current board prep:

↳ Data Freshness: 0–5
↳ Variance Clarity: 0–5
↳ Visuals + Story: 0–5

Your Score:
13–15: Strategic Pro (Investors love you)
10–12: On Track (Tighten story)
6–9: Mid Pack (Clean things up)
0–5: Chaos Zone (Fix it now)

Most teams try to impress investors.

Great teams inform them.

Own your boardroom by mastering this process.

📌 Want the PDF version?

1. Follow Alex Stojanovic, MSc.
2. Like the post
3. Repost
4. Subscribe here: https://lnkd.in/dUFeGQE9

If you’re €5–50M ARR and you can’t explain ARR movement in 60 seconds…

You’re not in control.

Save this ARR bridge 👇

Starting ARR
• New ARR
• Expansion ARR
 – Contraction ARR
 – Churn ARR
 = Ending ARR

Now the part most teams miss:

1) New ARR isn’t pipeline

Pipeline is hope.
Bookings is reality.

Do this instead:
 ↳ Track slippage weekly
 ↳ Separate “commit” from “upside”
 ↳ Model cycle length changes

2) Expansion ARR isn’t “upsell”

Expansion is a system:
pricing,
adoption,
packaging,
CS capacity.

Do this instead:
 ↳ Track expansion by segment
 ↳ Tie expansion to product adoption
 ↳ Separate price uplift from true usage uplift

3) Churn ARR isn’t a single number

“Churn” hides everything.

Do this instead:
 ↳ Split logo churn vs churn ARR
 ↳ Split contraction vs churn
 ↳ Track churn reasons as leading indicators

4) The bridge is a weekly operating tool

Not a month-end report.

Because at this stage:
small leaks become big problems quietly.

Master the bridge and you’ll stop having “surprise” quarter endings.

PS. If you want the ARR bridge template I use (with definitions + checks), comment "ARR" and I’ll share it.

Fractional CFO/Business Advisor

Sam Carter: A Visionary CEO Transforming Business Advisory 

Sam Carter is revolutionizing leadership in the accounting and business advisory industry. As CEO of Carter & Company International Business Advisory Firm, he leads a dynamic team delivering exceptional client services. Under his strategic guidance, the firm has become a trusted partner for diverse industries, helping clients achieve operational and financial success.  

Operating in five states and poised to expand into four more in 2025, Carter & Company’s reputation for excellence continues to grow. While Sam drives the firm’s vision and strategy, his skilled team provides Client Accounting Services (CAS) and Fractional CFO solutions, ensuring clients receive personalized, world-class expertise.  

Innovative Leadership and Culture
Sam’s leadership emphasizes diversity and innovation. He fosters an office culture that values fresh perspectives and creative problem-solving. His passion for sustainable growth and employee retention has cultivated a work environment that inspires excellence and loyalty.  

Strategic Career Foundation  
Sam’s path to CEO was built on years of experience and expertise. Before founding Carter & Company, he honed his skills at CPA firms like Aprio (formerly Habif, Arogeti & Wynne LLP) and Thomas & Zollars LP. His tenure with the Arizona Government Accounting Office provided valuable insights into public finance, shaping his strategic approach today.  

Commitment to Community
Sam is deeply committed to community impact. He serves on the Executive Board of the U.S. Dream Academy, empowering youth through mentorship and education, and is a member of the NOLA Walk of Fame Executive Board, celebrating New Orleans’ cultural and leadership legacy.  

Additionally, Sam serves as a board member for Slutty Vegan ATL, supporting its mission of providing innovative, plant-based dining experiences around the world. He is also the Founder of the Greater Me Foundation, which drives community empowerment initiatives. His dedication to excellence is reflected in his memberships with AICPA, NATP, and NAEA.  

Vision for the Future  
As Carter & Company expands, Sam’s visionary leadership ensures the firm’s continued success. His focus on strategic planning, innovation, and team development positions the firm to meet evolving client needs while upholding the highest standards of excellence.  

Under Sam’s leadership, Carter & Company is more than a business—it’s a movement empowering businesses and communities to thrive.

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Aleksandar Stojanović, MSc.

Sam Carter

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