Our Company
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Our mission
A leader in fractional CFO services and financial strategy for technology-focused SMBs.
With over a decade of experience in financial strategy and leadership, Rick Sanchez has partnered with CEOs and business leaders to drive transformative growth. As a seasoned CFO and financial strategist, Rick has successfully secured over $250 million in capital for clients, enabling businesses to scale, innovate, and achieve their vision.
Rick’s expertise spans technology, SaaS, and healthcare, where he has honed his skills in scaling operations, optimizing revenue, and crafting financial models that drive actionable insights. He takes a hands-on approach, going beyond traditional CFO roles to deliver strategies that solve complex financial challenges and unlock growth potential.
Throughout his career, Rick has worked closely with investors, bankers, and stakeholders, managing billions in cash flow and creating strategic plans that deliver measurable results. His commitment to data-driven decision-making and actionable financial leadership has consistently empowered businesses to achieve sustainable success.
Is a fractional CFO right for you?
Technology Startups
Ideal for early-stage startups or small businesses led by first-time CEOs
Small-to-Medium Businesses
Suited for growing businesses experiencing cash flow challenges
Financial guidance built on your accounting foundations
The Robyn Advantage
Our team is made up of experienced CFOs, venture executives, revenue managers, and analysts who go beyond accounting tasks to deliver meaningful results. We take a hands-on approach, combining strategic thinking with actionable execution. With a track record of working with bankers, negotiating with investors, managing billions in cash flow, and developing pro formas that secure growth capital, we bring a unique level of expertise. Unlike traditional firms that focus solely on bookkeeping and tax preparation, we focus on strategic leadership and solving complex financial challenges.
When you work with us, you gain more than financial guidance—you gain a committed partner dedicated to driving your success and helping your business grow.
Our customers
“I have worked with Rick for the past 8 years, and I have been consistently impressed with his work. Rick is highly skilled and experienced professional who has a deep understanding of FP&A principles and practices.”
"Invaluable asset"
"If you’re serious about taking control of your business finances, Rick is the only one to call."
"An absolute pleasure"
"Not only is he an expert in the field, but he is also a strategic corporate finance advisor and a diligent negotiator when it comes to both talent and vendors. Above all, Rick is a true friend and a man of integrity who always put the company's values and mission first."
Ready to turn your data into decisions that drive growth?
Partner with a CFO who delivers insights, not just reports. Get started with a free consultation.
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