Financial Leadership Services

INTERIM CFO

I provide leadership and stability during times of transition or organizational change. I step into your organization to oversee all financial operations, offering expert guidance on budgeting, forecasting, and strategic financial decision-making. My goal is to ensure seamless financial management while helping identify and implement long-term solutions tailored to your organization's unique needs.

BUSINESS PLANNING

With expertise in strategic and business planning, I help organizations define their vision and achieve sustainable growth. My approach involves thorough market research, scenario analysis, and actionable roadmaps tailored to your unique mission and goals. From startups to established nonprofits, I assist in creating plans that drive efficiency, innovation, and long-term success.

FRACTIONAL CFO

I deliver high-level financial expertise on a part-time or flexible basis. This service is ideal for organizations that need strategic financial leadership but may not require a full-time CFO. I focus on driving financial performance, managing cash flow, preparing for audits, and offering insights to support growth and sustainability, all while aligning with your specific goals and budget.

ENDOWMENT STRATEGY

I provide guidance on managing endowment funds or investment portfolios to maximize returns while maintaining compliance with organizational goals and ethical standards.

FINANCIAL ANALYSIS

I specialize in delivering in-depth financial analysis for organizations seeking clarity and actionable insights into their financial performance.

Whether you're planning a major investment, evaluating cost structures, or exploring revenue streams, I provide the tools and expertise needed to make informed decisions. My customized approach ensures that every analysis aligns with your organization’s objectives and challenges.

TURNAROUND CONSULTING

I offer expertise in navigating financial crises or significant operational challenges. I focus on stabilizing operations, reducing costs, and creating a path to financial recovery. I also guide organizations through mergers or partnerships by conducting due diligence, financial modeling, and integration planning.

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