Combining finance with strategy to propel your business forward

Founded in 2010

150+ Clients

CFA Charterholder

With over two decades of experience in financial services, as an investor and CFO for high growth businesses, Sona Banker can help achieve your vision.

Whether you scribbled the next big thing on a cocktail napkin, you want to grow your business while managing cash flow, or you’re facing a multi-million-dollar acquisition — one commonality rings true: vision. The right strategic advisor can help you optimize your financial operations, regardless of your stage of growth.

Professional Services

Customizable CFO Services

Financial
Models

Strategic
Planning

Investor Pitches, Presentations, & Board Meetings

Mergers &
Acquisitions

PROVEN RESULTS

Size of clients ranges from 1-150 employees with revenues from $0 - $30mm

Experience in a variety of industries including: Technology, SaaS, Consumer Packaged Goods, Fashion, Services (Education, Marketing, Consulting), Healthcare, and Media

Partnered with over 150 companies (and counting) on a project and/or ongoing CFO basis

Long-term relationships with several clients as their part-time CFO

In 2020, 3 clients were acquired by public companies

CFO and Acting President for a celebrity-founded Designer Fashion company

Served as the interim-CFO for a Private Equity-funded SaaS rollup company

Featured clients

There were a few key moments when we were selling our company Serial Productions to the New York Times – where the most lucid framing of the issues – the most helpful and actionable advice – came from Sona.

She is a partner in the process, and is willing to explore avenues together, giving solid feedback with “normal” language, humor and much-appreciated warmth.

Here’s what you get with Sona: A top flight financial mind, a sunny spirit, and a person who is able to quickly adapt to the particular needs of your company and figure out how to best maximize profits. You will be hard pressed to find someone better.

She is one of the most professional, helpful and kind advisors that I have ever worked with. We often met to review financials, discuss strategy, create hiring plans and analyze the health of the company, and I felt like I could always count on her expertise when we were in a time crunch.

Sona helped put vital structure around the finance function of our business from the start which gave us a solid foundation to grow our business and give me more confidence in my decision making.