Oak Ridge Advisory brings fractional CFO and controller-level expertise to organizations that demand more from their financial function. PE-backed companies, owner-operated businesses, and complex mid-market organizations — we work where the financial stakes are highest.
From ongoing fractional CFO engagements to targeted exit readiness work, Oak Ridge Advisory delivers senior financial expertise calibrated to what your organization actually needs.
Strategic and operational financial leadership on a fractional or interim basis. Whether you need ongoing CFO-level oversight or a senior controller to run the function, we bring the experience — without the full-time overhead.
For owner-operators thinking about a sale in the next few years, the financial work you do today determines the outcome you get. We help you build the financial foundation that holds up under scrutiny — so you go into the process from a position of strength.
Clean, reliable financials are the foundation of every engagement. For organizations that need historical books corrected, or ongoing bookkeeping as part of a broader financial relationship, we handle the work that makes everything else possible.
Not every organization needs a full-time CFO. But every organization at a certain scale needs someone who thinks and operates like one.
Oak Ridge Advisory delivers that capability on a fractional basis — bringing 20+ years of financial executive experience directly to your organization. You work with Tom Kielich on every engagement. No hand-offs, no account managers, no junior staff doing the work.
We serve PE-backed organizations, complex mid-market businesses, and owner-operators who expect more from their financial function — and we structure every engagement around what the situation actually requires.
You work with Tom on every engagement. The experience you're buying is the experience you get — applied directly to your organization.
PE-backed organizations, ERP implementations, exit preparation, multi-entity structures. These are the situations Oak Ridge Advisory was built for.
Senior financial work demands discretion. Every engagement is handled with the professionalism the role requires.
Project-based or ongoing, short-term or extended — structured around what the situation actually requires, not a fixed package.
We make it straightforward to get started. A focused conversation, a clear scope, and a direct engagement — no unnecessary complexity.
Tell us about your organization and what you need. We ask the right questions and give you an honest assessment of whether we're the right fit.
We define the scope of work and deliver a clear proposal. You know exactly what you're getting before anything starts.
We align on communication, get access to what we need, and get to work. No lengthy onboarding, no delay.
For retainer engagements, we become your financial executive partner — delivering consistent oversight, reporting, and strategic input every month.
Based in northern New Jersey with deep roots in the NYC metropolitan market, we deliver the same quality of service whether you're across the river or across the country — entirely remote, entirely professional.
Whether you need fractional CFO oversight, are preparing a business for a future sale, or need experienced financial leadership for a specific initiative — let's have a conversation. The first call is always complimentary, and we'll tell you honestly whether we're the right fit.
Thank you for reaching out. We'll be in touch within one business day to schedule your complimentary consultation.