Jordan Hatanaka is a strategic finance leader and seasoned CFO with over a decade of experience in corporate finance, controllership, and outsourced CFO services.

Jordan has guided financial strategy and operations for organizations across multiple industries, helping them scale sustainably while navigating mergers, acquisitions, and capital restructuring.

He has produced long-range financial forecasts, led ERP implementations, and developed strategic plans that have contributed to meaningful growth and operational efficiency. Jordan has played a central role in driving revenue gains, improving EBITDA performance, and enhancing internal reporting systems for more informed decision-making.

His financial leadership has directly contributed to multimillion-dollar improvements in profitability and financial health.

Prior to providing CFO advisory services, Jordan held roles as Controller and Assistant Controller for a variety of private companies. He managed regulatory compliance, financial audits, internal controls, and budget execution across diverse operational environments.

Jordan holds a Master of Science in Accounting and a Bachelor’s degree in Business Administration with a Finance concentration. He is a licensed Certified Public Accountant (CPA).

Industry Experience

  • Manufacturing
  • Construction
  • Home Services
  • Consumer Products
  • Wholesale
  • Field Services
  • Professional Services

Areas of Expertise

  • Financial Management
  • Financial Analysis
  • Team Development
  • Project Management
  • Financial Forecasting
  • Accounting
  • Mergers and Acquisitions

Notable Achievements

  • Drove a 68% increase in annual revenue through financial strategy and pricing optimization
  • Improved EBITDA by 28% via cost control and operational efficiency initiatives
  • Achieved 95% on-time reporting by streamlining internal reporting processes
  • Reduced monthly close time by 20% through ERP implementation and automation
  • Lowered budget variances by 10% year-over-year with improved forecasting and variance analysis
  • Led successful M&A integrations including due diligence, financial modeling, and post-close consolidation
  • Developed capital structure strategy that supported long-term growth and investor readiness

Education

  • MS, Accounting - Grand Canyon University
  • BA, Business Administration, Finance - California State University
  • CPA, Certified Public Accountant

Recent News & Articles

Driving Profit: Smart Financial Moves for Car Dealerships
Car Dealership Financial Management

Driving Profit: Smart Financial Moves for Car Dealerships

May 17, 2025 11:29:25 PM 2 min read
Navigating Tariff Impacts on Your Business
Tariffs impacting imported goods on a container ship from China by Preferred CFO

Navigating Tariff Impacts on Your Business

May 9, 2025 5:29:59 PM 3 min read
Do You Need a Part-time, Full-time, or Fractional CFO?
Which CFO to choose?

Do You Need a Part-time, Full-time, or Fractional CFO?

May 9, 2025 10:30:33 AM 4 min read