About CM Financial Consulting
We help founders and leadership teams make sharper financial decisions—budgeting, forecasting, KPI dashboards, and investor-ready reporting—so you can scale with confidence.
Our mission is to maximize value
From cash flow metrics to investor pitch decks, we partner closely with your team as a pragmatic, data-driven advisor.
Data-driven insights & reporting
Monthly close support, rolling forecasts, and KPI frameworks that align the entire organization on what matters.
Business solutions
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Our team
You will find the latest information about our company here. You will find...
Chris malone
Chris, founder of CM Financial, has experience as a Fortune 200 analyst and at an AI startup. He has his BBA in Business Fellows, Finance, and Entrepreneuship from Baylor and is currently pursuing his CFA designation. He has passions for entrepreneurial ventures, tutoring, and serving others. He has tutored corporate finance, managerial accounting, and economics.
Luke Overman
Luke received his bachelor's degree in Mathematics and Physics, Summa Cum Laude, from the University of Texas at Arlington in 2021. He has experience and a passion for tutoring a variety of subjects including SAT prep, calculus, and introductory physics at the high school level. He is currently pursuing his master's degree in Economics and teaches macroeconomics and international business economics.
