Services

What We Can Do

Oversite over purchasing, investments
Leadership over the finance and accounting teams
Financial consultation to CEO and executive team
Actuarial study review and analysis
Strategic and long-term financial business planning
Analysis over organization's financial portfolio and providing recommendations to grow your bottom line

Woman with glasses on a laptop talking to a couple about finances

Past Experience

Chief Financial Officer: process improvement; financial forecasting; internal audits; variance analysis
Director of Financial Planning & Analysis: payroll analysis; compliance; GAAP; payroll administration
Controller: GSA schedules; cross-functional team leadership; SaaS procurement and implementation

General Fund Review sheet with calculator and pen

Advisory Capacity

Reporting: Help directors make informed decisions
Capital Fundraising: Advice on seeking equity to help grow your business