Services
What I Do
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As a fractional CFO and CHRO across various organizations, I have been deeply involved in strategic and operational management, closely with senior management to refine accounting processes, direct grant budgeting, and perform detailed financial analysis. My efforts have focused on streamlining operations, strengthening financial planning, enhancing strategic decision-making, significantly boosting organizational efficiency, and ensuring compliance with financial guidelines.
I have developed and implemented comprehensive financial and HR strategies that foster sustainability and growth. This includes updating personnel policies and creating efficient hiring processes that support the broader needs of the organizations I've supported. Additionally, I have secured substantial funding through programs such as the Employee Retention Credit and the Payroll Protection Plan, which has been crucial in securing financial aid and maintaining compliance.
My expertise spans various skills, including financial accounting, budget management, strategic leadership, and interim management services, covering economic and HR dimensions. However, I recognize the importance of continuous improvement and see the potential for growth in risk assessment, revenue generation, and equity and inclusion initiatives. My experience highlights the critical role of fractional CFOs and CHROs in maintaining financial stability and driving organizational growth.
Where I Excel
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My ideal fractional CFO or CHRO role is in an organization that values strategic growth, financial stability, and a commitment to inclusion and equity. I would excel in a setting that requires collaboration with senior management to enhance financial and HR systems, where my skills in budget management, strategic leadership, and compliance are essential. Ideally, this role would allow me to leverage my experience in securing funding and managing government programs like the Employee Retention Credit and Payroll Protection Plan, ensuring financial aid and adherence to fiscal regulations.
As a fractional CHRO, the perfect role would involve shaping human resources strategies that align with progressive organizational goals, focusing on sustainable growth and operational excellence. I would be instrumental in designing effective hiring structures, updating personnel policies, and leading executive searches to strengthen the organization's leadership and support a diverse workforce.
In both capacities, an environment that fosters continuous learning and improvement would be highly beneficial for developing partnerships focused on expanding skills in risk assessment, revenue generation, and equity and inclusion. Collaborating with a dynamic, forward-thinking organization that encourages the application and growth of these competencies would create the most fulfilling and impactful opportunities for mutual success.