I support social-purpose leaders and their boards in all areas of finance and planning. More than fifteen years as an executive director and then a consultant has honed my quantitative and facilitation skills. I mix coaching, ongoing CFO work and training to raise the skill level of the whole leadership team. My work delivers improved financial plans with a robust funding mix and establishes people-centric workflows often while implementing new systems. It also includes staffing planning, grants management, policies, and cost allocations. My clients see more financial transparency and improved cost-coverage and compliance. My expertise includes board recruitment, fiscal sponsoring, multi-entities agencies and mergers. I embrace virtual technology and offer affordable rates.
Areas of Expertise:
Board assessment, structure, training, performance
Succession / transition planning
Accounting software and systems, Audit, Budgeting, Financial analysis and planning, Financial training, Investment management, Outsourced accounting services, Financial policies and procedures
Executive coaching, Job descriptions
Business / financial models, Collaborations and mergers, Organizational development