When you lose sight of your financial horizon, you cannot adequately focus on vision or stewardship. I provide the Financial Strategy and Modeling needed to illuminate the path forward—translating complex accounting data into a clear 24 to 60 month “flight path” for your organization.
Gravitas: I offer more than two decades as a Chief Operating Officer and Chief Financial Officer of organizations with budgets from $15 to $60 million, staff from 75 to 400, and footprints from municipal to global.
Breadth: Having lead not only finance and accounting teams but also human resources, information technology, monitoring & evaluation, and legal, I understand how the financials reflect your operating model.
Humanity: With a masters in organizational development, a professional coaching credential, and training as hospice volunteer and end-of-life doula, I apply a uniquely humanistic lens to financial analysis.
Financial modeling is a discipline of truth-telling. Sometimes the numbers reveal difficult realities—shortfalls, leaks, or unsustainable growth. I bring the technical discipline required to find those truths, delivered with the compassion of someone who has walked in your shoes.
The Strategic Sage
Most consultants offer either “the numbers” or “the heart.” I believe you cannot effectively lead a mission-driven organization without both. I specialize in the “soft” side of “hard” data—helping you navigate the anxiety of uncertainty and the politics of governance with a rare Unicorn approach: