Top Finance and Operations leader for a small company, guiding them through pre-pandemic growth and a post-pandemic shift in business strategy.
Candidate Overview
• Controller experience in a fast-scaling environment
• Scaled company revenue from $500k to $12M while improving profit margins
• Built financial operations from the ground up: budgeting, forecasting, reporting, and margin analysis
• Background in both finance and operations—can connect numbers to process and performance
• Hands-on with QuickBooks (Desktop, Enterprise, and Online); integrated with Salesforce and Bill.com
• Transitioned companies from paper processes to integrated financial systems
• Ideal for companies in the $3–$30M range looking for fractional leadership or transitional support
• Her former CEO states, “She was always overprepared for meetings, which was great. I would want to talk with her about a topic, and she would come with everything I could ever need to address the issue I was trying to fix. Whether it was sales or inventory needs, etc.”