Featured Talent

Profile

Finance and accounting leader with more than 20 years of experience across privately held businesses, nonprofit organizations, and trade associations. Hands-on background overseeing accounting operations, preparing financial statements, managing cash, developing budgets, and reporting to owners and boards. Experience coordinating external audits, leading employees, and supporting a private equity sale process. Earlier career foundation in public accounting.

Career Highlight 1: Established a structured departmental budgeting process that aligned financial planning with operational goals, increased department manager accountability, and strengthened financial discipline to support scalable growth.

Career Highlight 2: Developed and implemented leadership dashboards providing timely visibility into financial performance, key performance indicators (KPIs), and organizational trends, enabling leadership to quickly assess business health, identify areas requiring attention

Career Highlight 3: Led the development of a process to track and monitor more than 700 Internet Service Provider (ISP) accounts, improving oversight, reducing administrative time, and identifying inactive accounts to eliminate unnecessary expenses. Further drove cost optimization by identifying and securing a strategic partner expected to reduce overall annual expenses by $500,000.

Why Hire This Candidate (In Their Own Words): She has 20+ years experience across for-profit and nonprofit organizations and combines strong technical expertise with strategic planning, budgeting, forecasting, and executive reporting. She builds processes that improve accountability, increase efficiency, and control costs while providing leadership with actionable insights. Her experience partnering with owners, Boards, and PE stakeholders enables her to support informed decisions, strengthen financial operations, and drive sustainable growth.

Strengths: Financial Reporting & Analysis
Data Analysis & KPI Reporting
Executive & Board Reporting
Budgeting & Forecasting
Strategic Financial Planning
Process Improvement
Cost Reduction & Exp Mgmt
Internal Controls & Compliance
Cash Flow Mgmt
Audit Coordi

Hobbies & Personal Interests: spending time with family
outdoor activities
dogs/pets
Running/Walking
Sports

Credentials: CPA (inactive)

Industry Experience: Non-Profit, Private Equity, Public Accounting, Software, Technology

Company Fit: Small and Medium

Management Experience: 18 years of Management experience with 2-5 subordinates

Software Experience: Power BI, QuickBooks, Excel, Intacct, bill.com, LiveFlow, Google Apps, Emburse (Certify)

Open To: Hybrid, In-office, Remote