Vitality CFO: Integrated Strategic Finance for Companies That Want to Thrive in Volatility

If you're building in predictable markets, stop reading.

But if you’re operating in environments that shift under your feet…whether that’s luxury travel, psychedelic retreats, or fast-paced SaaS & AI tech companies…you need more than a financial fix. You need a framework that turns volatility into advantage.

I’m Doug Heinz, founder and sole operator of Vitality CFO—a fractional CFO practice built for companies that don’t just survive disruption; they engineer around it.

What I Do

  • Design and implement integrated financial systems and real-time dashboards (no more waiting weeks to see trends).

  • Build execution frameworks and strategic operating rhythms that coordinate capital, teams, and data—so you can move fast without falling apart.

  • Create lead-to-client journeys that align revenue, ops, and finance—so every handoff has ownership, visibility, and momentum.

  • Lead fractional teams on-demand (FP&A, dashboarding, automation)—always customizing to the moment, not executing templates.

Proven Outcomes

  • Luxury Travel Revival: Rebuilt FP&A and returned a firm to profitability in 2 quarters after a 48% sales drop—with a 54% lift in lead conversion.

  • HealthTech SaaS Turnaround: Grew EBIT from ~1% to 11%, tripling valuation ahead of exit.

  • Portfolio-Level FP&A Leadership: Integrated systems across 11 companies—smoothing capital decisions and strengthening board confidence.

  • Critical Bridge Capital: Secured $500K for a fintech startup—added 18+ months of runway while protecting founder equity.

  • Venture-Raised with Purpose: Helped raise $10.7M over 9 rounds—aligning capital to mission inflection points.

  • Psychedelic Retreat Infrastructure: Built finance systems for 50+ facilitators—cut chargeback risk by 90%, ensuring compliance and profitability.

  • Tariff Scenario Leadership: Led proactive planning and coordinated a major capital decision for a hardware firm facing China/Vietnam tariffs—protected margins and enabled competitive positioning.

  • Close Cycle Transformation: Cut monthly close from 12 weeks to under 10 days at a $xxM travel company.

  • Fast Cash Conversion: Reduced DSO by over 75% for a health SaaS, unlocking working capital.

  • Efficiency & Structure: Guided strategic restructures, reducing overhead by 22–48%, boosting NPS and operational performance.

Who Thrives With Me

  • Travel, Retreat & Hospitality Operators managing seasonal and operational complexity

  • Wellness & Psychedelic Entrepreneurs building compliant, scalable financial infrastructure

  • SaaS, AI, FinTech & HealthTech Founders needing agility, capital alignment, and investor confidence

  • Small but Mission-Driven Teams ready for integrated systems—without the baggage of big-firm retainers

Core Capabilities

  • Integrated FP&A & Scenario Planning

  • Real-Time Dashboards & Digital Automation

  • Capital Allocation & Funding Strategy

  • Cash Flow & Liquidity Optimization

  • Fractional Team Leadership & Turnaround Execution

Why It Matters

This isn’t just a finance function. It’s a control tower—one that surfaces risks, elevates opportunities, and drives execution. You aren’t hiring a report writer; you’re bringing in a strategic partner who gets the volatility game—and thrives in it. Everything I build is designed to outlast the chaos that triggered the call.

📬 What’s Next?

If your business is locked in flux, bogged down in the fog of uncertainty—and you want fewer spreadsheets and better decisions—connect with me to set up a call.