Kristie Sams

About Kristie Sams

Quick Connect Meeting (15 Mins):…

Experience

1. Fractional CFO Strategic Finance Leader Creative Planning

   Creative Planning

   Mar 2025 — Present · Tampa, FL, US

   As a Virtual CFO (VCFO) at Creative Planning, I provide high-level financial strategy, forecasting, and operational insights to drive growth, efficiency, and scalability. My role extends beyond traditional accounting, focusing on financial modeling, risk management, and strategic planning to align financial operations with business objectives.I develop and execute financial roadmaps that optimize profitability and ensure long-term sustainability. Through detailed cash flow forecasting, budgeting, and financial planning, I help businesses scale with confidence while guiding C-suite executives and stakeholders through data-driven decision-making. My expertise in operational and performance optimization allows me to implement cost control measures, improve efficiency, and track key financial metrics that enhance overall business performance.With oversight of financial reporting, compliance, and internal controls, I ensure data accuracy, transparency, and risk mitigation. My experience in structuring financial deals, supporting M&A transactions, and advising on capital strategy enables organizations to navigate complex financial landscapes while maximizing value.Bringing a results-driven approach to private equity, real estate, SaaS, and high-growth industries, I specialize in delivering financial leadership that drives impact and innovation. Let’s connect to discuss how fractional CFO services can support your business goals.

Education

• DePaul University

  Finance, Accounting and Finance

  2003

• Western Governors University

  Master of Business Administration - MBA