COOPER BECKWITH, LLC QUALITY · VALUE · SERVICE

About Cooper Beckwith

A fractional CFO and financial-advisory firm built to give companies and organizations senior, hands-on financial leadership — without the cost of a full-time hire.

Strategic finance for organizations that need more than an accountant.

Cooper Beckwith, LLC provides fractional CFO advisory, accounting and financial operations, regulatory-finance support, and HR leadership to organizations that need senior financial guidance but are not ready for — or do not require — a full-time C-suite hire. Founded by John “Jeb” Beckwith, the firm pairs three decades of operating, private-equity, and capital-markets experience with a disciplined, cost-effective delivery model.

We work with owner-operated businesses, PE-backed portfolio companies, nonprofit organizations, and small depository institutions — bringing board-grade financial leadership to each, sized to the engagement.

Quality

Senior-level work product on every engagement. Whether delivered by the U.S. lead or the international team, all work is reviewed by, and accountable to, the Cooper Beckwith U.S. lead — one standard, consistently applied.

Value

A delivery model that combines U.S. financial leadership with experienced international execution, so clients get high-caliber finance support at a cost structure a full-time hire cannot match.

Service

Hands-on partnership. We own the close, the board package, and the forecast — and communicate in plain language to executives, boards, and investors who need to act on the numbers.

John 'Jeb' Beckwith, Managing Partner, Cooper Beckwith LLC
John “Jeb” Beckwith Managing Partner

Leadership

Cooper Beckwith is led by John “Jeb” Beckwith, a finance executive with more than 30 years building and leading finance functions across PE-backed, growth-stage companies and global financial institutions — a blend of hands-on operator, strategic partner, and capital-markets leader.

As Chief Financial & Administrative Officer of Clean Origin, a private-equity-backed direct-to-consumer company, he drove a $20M institutional equity raise at a 6x revenue pre-money valuation and guided the business through a successful 2024 sale. Earlier, he served as Managing Director at RBC Capital Markets — leading global financial-institution teams across $600B+ in authorized credit exposure — as Head of the Financial Institutions Practice at GreenPoint, and as Vice President at MUFG. He is a Senior Executive Advisor to Argand Equity Partners and co-author of The Fundamental Review of the Trading Book (Risk Books, 2018).

His work extends to the nonprofit sector: he recently served as interim CFO of Senior Resources of Guilford — an approximately $3M United Way partner agency delivering Meals on Wheels and senior services — running the full finance function through a leadership transition and supporting a clean external audit. Jeb is a graduate of Hamilton College and a member of the High Point University Board of Ambassadors.

Meet the team →

How We Work

Cooper Beckwith combines senior U.S. financial leadership with an experienced international delivery team. This structure lets us deliver high-caliber, reporting-ready work — across U.S. GAAP, IFRS, and Indian Accounting Standards — accurately and cost-effectively, and to scale support up or down as an engagement requires.

The model is deliberate: it gives clients the financial discipline and reporting rigor of a full finance department, at a fraction of the cost, with a single point of accountability. All work product is reviewed by, and accountable to, the Cooper Beckwith U.S. lead.

Start the Conversation

Most engagements begin with a short conversation about where your finance function is today and where it needs to be.

Get in Touch