Marilyn J. Magett Founder Embedded

Embedded CFO Partner @Ksa Marketing

San Diego, CA, US
EMAILS
m••••••@teamksa.com
MOBILE NUMBERS
+16•••••••55

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WORK HISTORY

Apr 2024 — Present

Embedded CFO Partner @Ksa Marketing

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Responsibility for Financial Health of the businessPre-Issuance review of Financial Statements (and General Ledger)Cash Flow Forecasting & ManagementInterfacing with financing sources and Monitoring All Banking ActivityWeekly and Ad-hoc Finance Meetings with Senior ManagementMonthly & Ad-hoc updates to Banking & Investor Financial ProformasFinancial Modeling as neededFinancial Advisory Services to Senior Management and financial/accounting staffless

EDUCATION

1984 — 1987

College for Financial Planning

CFP, Financial Planning

2006 — 2007

Association of Insolvency and Restructuring Advisors

CIRA designate, Insolvency & Restructuring

2006 — 2006

Turnaround Management Association

CTP designate, Certified Turnaround Professional

1984 — 1987

SUNY Empire State College

Bachelor of Science, Accounting & Financial Planning

1988 — 1990

Baruch College

MBA, Executive Management

SKILLS

Debt SettlementSecure FinancingIndustry Specific Comparative AnalysisCustom ConsultingFinancial ModelingFinancial PlanningBalance Sheet RestructuringFinancial AnalysisSettle or Restructure DebtDue DiligenceForbearance AgreementsStrategyBusiness StrategyForecastingBank and Sba Loan WorkoutsStrategic Financial PlanningTurn Around ServicesCash Flow ManagementFinancial ReportingMergersStart-UpsExecutive ManagementBusiness PlanningPart Time CFOMergers & AcquisitionsBusiness FinancingEntrepreneurshipFinanceDebt RestructuringOne-Time Analysis & ProjectionsPerformance Ratios ReportManaging for ProfitRestructuringStrategic PlanningAcquisition IntegrationBudgeting & ForecastingLeadershipBusinessRisk ManagementAccounting

ABOUT MARILYN J. MAGETT FOUNDER EMBEDDED

I partner with women-led business owners who are ready to elevate their financial leadership, gain clarity around their numbers, and make confident, strategic decisions that support sustainable growth.Many successful founders reach a point where:• Revenue looks strong, but cash flow still feels unpredictable• Financial reports exist, but don’t inform real decisions• Growth is happening — yet without a clear financial roadmap• The accounting team handles compliance, but no one owns strategyThat’s where I come in.As an Embedded CFO Partner, I work inside your leadership team — not as a consultant on the sidelines — to build the financial clarity, structure, and forward-looking strategy your business needs to scale with confidence.My work goes beyond spreadsheets and reports. Together, we:• Translate financial data into leadership-level insight• Build strategic forecasts and cash flow visibility• Establish KPIs that actually guide decisions• Align financial strategy with business goals and owner priorities• Create a clear roadmap for profitable, intentional growthThis is not fractional finance or task-based CFO work.It’s strategic financial partnership — designed for owners who want to lead, not react.I primarily work with women-led businesses in the $3M–$15M revenue range that are ready to:• Strengthen financial decision-making• Prepare for growth, capital, or operational complexity• Move from “managing the numbers” to leading with them If you’re ready to step into a higher level of financial leadership, let’s connect. Learn more about the Embedded CFO Partner Program: evolvecfoservices.com

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