Financial Planning and Analysis

• Build/maintain strong client relationships
• Deliver financials and strategic business advisory via virtual meetings and email
• Supervise a team of associates
• Responsible for team’s performance and success
• Review financial reports for accuracy and timeliness
• Provide support for businesses going through transformation, growth, process improvement, fundraising, and preparing for transactions
• Provide general accounting guidance to clients
• Training and supervision of less experienced staff
• Create/implement improvements for the team and firm

Fractional Real Estate CFO

Financial Solutions Advisor II