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Fractional FP&A · SaaS & PE-Backed Companies

Enterprise FP&A —
without the enterprise
overhead.

I help early-stage SaaS companies and PE-backed businesses build the financial infrastructure they need to grow with confidence — from their first budget to their first board deck.

Let's Talk See recent work
15+ Years SaaS FP&A Ex-LinkedIn · Microsoft MBA · FPAC Certified 5.0 ★ Client Rating
Frank Perez, Base20 Consulting
15+
Years SaaS FP&A
$B+
Spend managed at LinkedIn
What I do

Where I can help

Whether you're building finance from scratch post-funding or need steady FP&A leadership on a fractional basis, here's how I typically work with clients.

🏗️
FP&A Buildout

You just closed a round and your investors want a real finance function. I'll build it — reporting structure, processes, and tools — so you're not making decisions in the dark.

🔄
Fractional FP&A

Not ready to hire a full-time FP&A lead? I'll act as yours. Monthly close support, rolling forecasts, budget vs. actuals — done consistently, without the full-time cost.

📊
Budgeting & Forecasting

Annual planning that doesn't gather dust. Driver-based models that finance and the business actually use — bottoms-up, scenario-ready, and tied to your real KPIs.

📋
Board & Investor Reporting

Crisp, credible financial packages that build trust with your board and investors. I know what they're looking for — because I've built these for some of the biggest names in SaaS.

🧮
Financial Modeling

Three-statement models, SaaS unit economics, subscription revenue modeling, cloud cost optimization, and scenario analysis — built to drive decisions, not just describe them.

⚙️
Systems & Tools Setup

QuickBooks, chart of accounts cleanup, Power BI dashboards, FP&A systems evaluation and implementation. If your financial data is a mess, I'll clean it up and make it work for you.

About Frank

The finance partner you
needed three rounds ago.

I'm Frank Perez — founder of Base20 Consulting and a finance professional who's spent 15+ years in the trenches of SaaS FP&A, from early-stage startups to billion-dollar enterprises.

I built the finance function at Lynda.com from scratch, then watched it scale through acquisition by LinkedIn. I spent nearly nine years at LinkedIn and Microsoft as Director of Financial Planning & Analysis — owning FP&A for global Product, Productivity Engineering, and Data Center organizations, and managing portfolios running into the billions.

Now I work directly with founders and CFOs who need that same enterprise-grade rigor, without the enterprise-scale headcount. When you work with me, you get me — not a team of juniors, not a shared-services model. Someone who has done the work and shows up as a true partner to your business.

— Frank J. Perez, MBA · FPAC Certified
Career Timeline
Base20 Consulting
Fractional CFO & FP&A Consulting — Owner
Jan 2026 – Present
Current
LinkedIn / Microsoft
Director, Financial Planning & Analysis — Product, Engineering & Data Center Finance
May 2015 – Dec 2023 · 8 yrs 8 mos
Enterprise Scale
Lynda.com
Sr. Manager, Financial Planning & Analysis — Built FP&A from the ground up
Nov 2012 – May 2015 · 2 yrs 7 mos
0 → 1 FP&A
Pepperdine Graziadio Business School
MBA, Business Administration · 2000–2002
UC Riverside
BS, Business Administration — Accounting Emphasis · 1989–1993
MBA FPAC Certified SaaS Specialist 62+ LinkedIn Skills
"
★★★★★

Working with Base20 has completely elevated how we understand and run our finances at Madecraft. Frank built clear, trustworthy reporting across revenue, KPIs, and both short and long term planning. We now have the financial clarity we've always needed to make better business decisions.

Joshua Mitchell Partner, Madecraft
Recent Work

Results that speak
for themselves

All clients kept anonymous. Real situations, real outcomes.

Series A · SaaS · ~60 people
FP&A Buildout from Zero

A SaaS company that closed their Series A with no finance infrastructure in place. Investors were asking for board decks and variance analysis — and the team had no process to produce either. Built a full budgeting process, monthly close reporting cadence, and board-ready P&L package from scratch.

Fully operational FP&A function in 90 days
PE-Backed · Multi-Entity · 200 employees
Financial Reporting Overhaul

A PE-backed portfolio company with inconsistent, unreliable reporting creating friction between operators and investors. Cleaned up the GL, rebuilt the department mapping and chart of accounts, and delivered a standardized monthly package that both sides could trust and act on.

Investor reporting aligned in 60 days
Get in touch

Let's talk about
what you need.

Tell me a bit about your situation — I'll follow up within one business day. No sales pitch, just a conversation about whether this is a fit.

Most clients find me through referrals or LinkedIn. If someone pointed you my way, mention it in the form — I like knowing how people find me.

No sales pitch. Just a conversation.