CFO Needs Advisory

About the Founder

Alex Needelman, CPA

Founder · Fractional CFO

Big Four-trained CPA with director-level operating experience across hospitality, real estate, construction, retail, and supply chain. Alex founded CFO Needs Advisory to bring executive financial leadership — and the discipline of GAAP-aligned reporting — to growing businesses that aren't yet ready for a full-time CFO.

Alex Needelman, CPA

Experience

A career built across the full finance stack.

  1. Founder & Fractional CFO

    CFO Needs Advisory · 2025 – Present

    Outsourced CFO leadership for growing SMBs — monthly CFO packages, KPI dashboards, rolling cash forecasts, lender/investor reporting, and strategic decision support.

  2. Director of Accounting & Finance

    NDM Hospitality · 2022 – 2025

    Led financial leadership for 50+ active entities across hospitality, real estate, and vertically integrated operations. Managed a 22-person accounting team supporting a 700+ employee organization. Oversaw 750+ monthly Owner Statements.

  3. Senior Manager, Accounting Consulting

    The Siegfried Group · 2017 – 2022

    Embedded leadership engagements including: Director of Operational Accounting at REEF Technologies (REEF Kitchens), Director of Supply Chain Finance at Kontoor Brands (Wrangler & Lee), and Accounting Manager at ADT Corp.

  4. Senior Audit Associate

    PricewaterhouseCoopers (PwC) · 2014 – 2017

    Audited 10-K financials for public companies and led private-company engagements across manufacturing, hospitality, retail, and long-term construction. US GAAP, IFRS, PCAOB, and SOX.

Expertise

Areas of focus.

  • US GAAP financial reporting
  • Budgeting, FP&A & forecasting
  • KPI reporting & executive dashboards
  • Operational finance & profitability
  • Inventory & supply chain finance
  • Construction accounting & job costing
  • Percentage-of-completion accounting
  • Audit readiness & SOX compliance
  • Lender, investor & SBA reporting
  • Treasury, AP/AR & working capital

Education & Credentials

Credentials.

Certified Public Accountant (CPA)

Florida License #AC49121 · Licensed September 2015

Master of Science in Accountancy

San Diego State University · Dean's List

B.S. Accounting & B.S. Finance

Florida State University · Dean's List (multiple semesters)

Systems & Tools

QuickBooks OnlineNetSuiteSageOperaCloudRMSSAPOracleBlacklineCashProGustoiSolvedOttimate

Ready to bring CFO-level discipline into your business?

Let's talk about where you are — and what's next.

Schedule a Consultation