About Naitik Patel, CPA
Enterprise-grade finance discipline. Built for founders who need it now.
Most growth-stage companies cannot access the kind of finance leadership that Fortune 500 companies take for granted: FP&A depth, modeling rigor, the infrastructure that makes your numbers trustworthy and your reporting board-ready. That gap is expensive. I started Hudson CFO Solutions to close it.
I am a CPA with 25+ years in finance leadership across capital markets, enterprise technology, and finance transformation. I have built and run finance functions at scale. Hudson CFO Solutions is how I put that to work for companies at the stage where it matters most.
Book a strategy callWhy I built this
The finance infrastructure that enterprise companies have. Growth-stage founders need it too.
Spend enough years inside large institutions and you see a consistent pattern: the companies that make good financial decisions are not smarter than the ones that do not. They just have better infrastructure: cleaner data, tighter close processes, models that actually reflect how the business works, and a CFO who sits in the room when decisions get made.
Growth-stage founders are making the same decisions, including hiring, pricing, fundraising, and burn management, with a fraction of that support. A bookkeeper who closes the month and a spreadsheet that nobody fully trusts.
I have spent my career building finance functions that eliminate that gap at enterprise scale. Hudson CFO Solutions is how I bring that same discipline to companies that need it right now: before a cash crisis, before a fundraise that falls apart in diligence, before a board meeting where the numbers do not hold up.
Broadridge Financial Solutions
VP Finance, Global Technology & Operations · 11 years
Finance leadership for a $500M+ ARR enterprise technology organization. FP&A, forecasting, finance transformation, and reporting at scale across global operations.
Citi · Deutsche Bank · Merrill Lynch
Capital Markets Finance
Securitization, treasury, capital markets finance, and complex financial modeling across three major institutions during periods of significant market volatility.
Deloitte · Loeb & Troper
Audit · Early career
Audit and assurance across nonprofit and healthcare clients. Where the CPA rigor was built, and where I learned that the quality of a number is only as good as the process behind it.
What I believe about finance
Finance should drive decisions. Not just record them.
01
Cash clarity is a leadership responsibility.
If your founder does not know the cash position in 45 days, the finance function is not doing its job. Real-time cash visibility is table stakes. Everything else depends on it.
02
A model nobody trusts is worse than no model at all.
Bad data with high confidence causes the most expensive decisions. Before we build anything new, I make sure the foundation is clean. Numbers you can stand behind in any room.
03
Finance infrastructure should outlast the person who built it.
If your close process falls apart when I am not in the room, I have not done my job. Everything I build is designed to run without me: documented, repeatable, and owned by your team.
How I work
I work with your team, not above them.
I have seen what happens when a finance leader drops in, builds something nobody understands, and leaves. The models do not get used. The process reverts. The close stays broken.
My approach is different. I work alongside your bookkeeper, your controller, and your ops lead, whoever is closest to the numbers. I explain what I am building and why. I train the team on the process. I hand off clean documentation when the engagement evolves.
You end up with finance infrastructure your team can run, not a black box that only works when I am logged in.
Embedded, not external
I work inside your tools and your cadence, not from a separate system you have to manage alongside your own.
Plain and direct
If your numbers have a problem, I will name it and tell you what to do about it. Founders do not have time for managed messaging.
Build to last
Everything I build is documented and transferable. Your team should be able to run it, audit it, and hand it to a full-time CFO when you are ready to hire one.
Available between sessions
Finance questions do not wait for the next scheduled call. I am reachable by email and Slack when something urgent comes up.
Career background
25+ years. Built across institutions, disciplines, and market cycles.
Ready to talk about your numbers?
30 minutes. No pitch. An honest conversation about where your finances stand and whether I can help move them forward.
Book a strategy call