As a coach and financial forecaster, I help social-purpose leaders to build their comfort levels in financial management, and talent development. More than fifteen years as an executive director and then a consultant has honed my quantitative skills and facilitation talents. I work with cross-functional teams on budgets, long-range planning under varied scenarios, as well as assisting with system upgrades, policies, accounting processes, allocations, grant management, and staffing. Results for my clients are financial transparency, strengthened revenue mix 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 policies and procedures
Contract management / bidding process
Job descriptions, Employee benefits, Employee development / retention, Executive coaching
Business / financial models, Collaborations and mergers, Organizational development