Michael Cohen

Insights

Research and analysis on financial operations, data engineering, and what it takes to make finance actually work inside a growing company.

What CFOs Face in the First 30 Days Post-Acquisition

The recurring pattern of fractional CFOs dropped into fragmented data environments after a PE acquisition.

Speed, Quality, and Price — You're Missing Scope

The classic trade-off triangle is missing a fourth variable that changes everything.

Our Identity Crisis and 2026 Reintroduction

Redefining what it means to be a finance firm that doesn't separate the office of the CFO from data.

Commitment Must Come Before Planning

Why even the best automation project fails if organizational commitment doesn't precede the first line of code.

All Decisions Flow Through Finance

Finance is already doing data work — the opportunity is to make that role explicit and optimize it.

Bayesian Thinking and Decision-Making Under Uncertainty

Why Bayes' theorem is the most important framework for making good decisions in an uncertain world.

Longer Holding Periods and the Case for Value Creation

As the quick-flip PE model slows, value creation through information infrastructure becomes the differentiator.

90% of the Finance Function Is Programmable

What happens when you put a CFO and a data engineer in the same room and take their work seriously.

Reporting Shock — The Hour a Deal Closes

The moment a PE acquisition closes, reporting requirements triple overnight — and most portcos aren't ready.

The False Promise of Accounting

How leaving Big 4 audit led to building a practice at the intersection of finance and data engineering.

The Messaging Problem — CFIO vs. CFO Firm

Searching for the right term to describe a finance practice built around data engineering, not just accounting.

5 Weeks to Under 5 Days

How better data infrastructure helped a client answer a million-dollar question in under a week.

The Roadmap — $100K in Time Savings and Margin Improvement

A real anonymized project roadmap showing how finance and data work together to unlock measurable results.

The Easy Part and the Hard Part of a PE Acquisition

Acquiring a company is the easy part — transferring operational knowledge into repeatable systems is the hard part.

Finding the Internal Champion

The real fix for broken automation projects is finding one person who bridges IT and the business.

Stop Wrangling Spreadsheets — Four Things You Actually Need

The four-step data stack that eliminates manual reporting and brings clarity to business decisions.

The 20-Hour Weekly Task Is an Opportunity

Why a role with a brutally inefficient routine task is actually a signal to run toward, not away from.

The Quiet Evolution — Process Over AI

Conversations with CFOs and COOs reveal that better process — not AI — is what's actually moving the needle.

The COO Spending 40% of His Time on Excel Exports

A manufacturing COO wasted 1,000 hours a year on spreadsheet exports — and didn't know there was another way.

Find a Team That Knows How to Fix It

Executives shouldn't need to know how to solve every problem — they need to know who can.

Playbook Step 0 — Clean Data

Before any analytics or automation can work, your data must be valid, accurate, complete, consistent, and uniform.