Courtney is available for hire
Hire CourtneyCourtney Roberts
Verified Expert in Management Consulting
Management Consulting Expert
Shawnee, KS, United States
Toptal member since May 11, 2022
Expertise
Business OperationsFamily OfficeBusiness Analysis ConsultingFinancial ManagersCash ManagementSalesforce ConsultingQuickbooksBusiness DevelopmentExcelFintechPortfolio ManagementRisk ManagementBusiness ConsultantFundraisingOperationsChief of StaffTaxXeroFractional COOsInterim Financial ControllersInterim COOs
Bio
Courtney is an executive-level professional that has successfully scaled businesses and helped them exceed growth goals. She has a proven track record in strategic planning, change management, and strategy implementation. As a chief operating officer, she grew a financial services firm from $50 million to $2 billion in assets under management. Courtney has also acted as an integrator in the entrepreneurial operating system (EOS) model and is willing to help other businesses scale and grow.
Career Highlights
FP&A Director | Controller
Salient Energy
COO
Barber Financial Group
Education Highlights
Master of Business Administration (MBA)
Baker University
Bachelor's Degree
Kansas State University
Certification Highlights
QuickBooks ProAdvisor
QuickBooks
The Financial Industry Regulatory Authority (FINRA)
FINRA Organization
Series 7 – General Securities Representative Exam
FINRA – Financial Industry Regulatory Authority
Case Studies
Sales Team Reorganization
Change ManagementBusinessOrganizational DesignImplementationBusiness StrategyMicrosoft PowerPoint
Process Overhaul
Change ManagementProcess DesignOrganizational DesignOperationsImplementationBusiness Strategy+ 1 more
Software Expertise
- Entrepreneurial Operating System (EOS)
Other Expertise
- Change Leadership
- Change Management
- Consulting
- Fractional CFO
- Implementation
- Operations
- Organizational Design
Work Experience
Controller | Bookkeeper
2023 - PRESENT
Dani Austin
- Managed the cash flow and forecasting for influencer income.
- Managed QuickBooks and financial reporting for two entities.
- Processed payroll, A/P, and A/R, including vendor management.
Focus areas: Controller, Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, QuickBooks Online, Financial Planning & Analysis (FP&A), Charitable Gifts, Donations, Tax Accounting, Tax Credits, Auditing, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Insurance, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Complex Account Reconciliations, Organizational Change Management (OCM), Interim Controller, Interim Financial Controller, Tax Planning, Hiring, HR/Workforce Transformation, HR Transformation, Budget Modeling, Financial Reporting Dashboards, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), CRM Systems, P&L Forecasting, Equity, Small Business Consultants, Accounting Principles, Digital Payments
Finance Expert
2023 - PRESENT
Cocus Pocus
- Created the cash flow forecast and debt repayment plan.
- Managed key financial processes, budgeting, forecasting, cash flow, KPIs, and performance.
- Analyzed contracts and deals for profitability and feasibility.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), CFO, Donations, Tax Accounting, Tax Credits, Auditing, Pro Forma Financial Statements, Excel Modeling, Business Consulting, Team Leadership, Close Procedures, Interim Controller, Budget Modeling, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), CRM Systems, P&L Forecasting, Small Business Consultants, Accounting Principles, Digital Payments
EOS Integrator
2023 - PRESENT
JKAM Investments
- Implemented the EOS process for the organization from the ground up.
- Created the VT/O and accountability chart to help the organization with growth.
- Led the organization in strategic goal-setting and tactical applications.
Focus areas: Strategy, Business Operations, Entrepreneurial Operating System (EOS), Data Visualization, Data, Team Management, People Management, Organizational Compliance, Remote Work, Business Services, Reorganization, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Waterfall Modeling, HR/Workforce Transformation, HR Transformation, Financial Reporting Dashboards, Process Optimization, Operational Excellence, Month-end Processes, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), CRM Systems, Small Business Consultants
Controller
2023 - PRESENT
Quadrant Advisory
- Implemented processes and workflows to assist the finance team.
- Oversaw all bookkeeping and accounting operations.
- Managed relationships with clients and vendors, internal and external.
Focus areas: Accounts Receivable, Accounts Payable, Accounting, QuickBooks API, QuickBooks Online, Bill.com, Bank Reconciliation, Short-term Investments, Google Sheets, Debt Analysis, Excel 365, Venture Capital, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, External Financial Reporting, Revenue Projections, Factor Analysis, Risk Management, Data Visualization, Data, Audit Management, Controllership, People Management, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Vendor Management, Reorganization, Donations, Tax Accounting, Tax Credits, Auditing, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Complex Account Reconciliations, Interim Controller, Interim Financial Controller, Tax Planning, Hiring, HR/Workforce Transformation, HR Transformation, Capitalization Tables, Budget Modeling, Financial Reporting Dashboards, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Risk & Compliance, CRM Systems, P&L Forecasting, Equity, Small Business Consultants, Accounting Principles
FP&A Director | Controller
2022 - PRESENT
Salient Energy
- Managed key financial processes, budgeting, forecasting, cash flow, KPIs, and performance.
- Oversaw grant reporting and applications in the US and Canada.
- Led the finance department as an integral part of the leadership team.
- Directed bookkeeping and account reconciliation in the US and Canada.
Focus areas: Financial Planning & Analysis (FP&A), Controller, Forecasting, Revenue & Expense Projections, Financial Modeling, Accounting, Accounts Payable, Accounts Receivable, Asana, QuickBooks Online, Grants, Taxation, Budgeting, Organization Assessment, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow, Xero, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, CFO, Process Automation, Audits, Inter-company Reconcilation, Policies & Procedures Compliance, Reconciliation, Startups, Management Consulting, Product Strategy, SME/SMB Financing, Decision Support, Fundraising Strategy, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Due Diligence, ACH, Series A, Small Business, Grant Proposals, Project Finance, Tax Equity, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Cap Tables, Cap Table Formation, Growth, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Venture Capital, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Revenue Projections, Factor Analysis, Risk Management, Data Visualization, FX, FX Risk Analysis, Data, Audit Management, Controllership, Team Management, People Management, Organizational Compliance, California, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Management, Vendor Management, Donations, Tax Accounting, Tax Credits, Auditing, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Manufacturing, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Complex Account Reconciliations, Inventory Cost Accounting, Organizational Change Management (OCM), Interim Controller, Interim Financial Controller, Tax Planning, Hiring, HR/Workforce Transformation, HR Transformation, IFRS 17, Capitalization Tables, Budget Modeling, Financial Reporting Dashboards, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Risk & Compliance, CRM Systems, P&L Forecasting, Equity, Small Business Consultants, Accounting Principles, Digital Payments
Director of Operations | Director of Finance
2022 - PRESENT
TinySeed
- Overhauled the financial reporting process to provide cash flow clarity.
- Defined and documented processes for internal clarity and as marketing tool for potential investors.
- Managed all HR functions from recruiting to payroll.
Focus areas: Financials, HR Analytics, Investor Relations, Change Management, Process Mapping, Process Design, Manuals & Documentation, Double-entry Bookkeeping, CFO, COO, IT, Sales Tax, VAT Return Preparation, Skype for Business, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Venture Capital, Early-stage Venture Capital, Startups, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising, Cap Tables, Pro Forma Analysis, M&A Modeling, Data Analysis, Financial Analysis, SaaS, Early-stage Startups, Early-stage Funding, Financing, Startup Funding, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Business to Business (B2B), Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use Case Diagram, Business Plan Consulting, Pitch Deck Consultant, Financial Products, Fintech, Strategy, Seed Fundraising, M&A (Buy-side), Business Cases, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Family Office, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Investor Presentations, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, B2B, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Product Strategy, SME/SMB Financing, eCommerce, Decision Support, Shopify, Sales Funnel, Sales Effectiveness, Fundraising Strategy, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Trading, Valuation, Due Diligence, M&A Due Diligence (Financial), United Kingdom, Stripe Payments, Stripe, ACH, Series A, Small Business, Grant Proposals, Project Finance, Analysis, Portfolio Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Startup Accelerators, Dashboards, Cap Table Formation, Fund Accounting & Administration, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data, Controllership, Team Management, People Management, Organizational Compliance, California, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Management, Business Services, Vendor Management, Reorganization, Event Management, Event Management Platforms, Donations, Software as a Service (SaaS), Tax Accounting, Tax Credits, Auditing, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Insurance, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Complex Account Reconciliations, Inventory Cost Accounting, Organizational Change Management (OCM), Waterfall Modeling, Tax Planning, Hiring, HR/Workforce Transformation, HR Transformation, Capitalization Tables, Budget Modeling, Financial Reporting Dashboards, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), BSA AML Compliance, Know Your Customer (KYC), Risk & Compliance, CRM Systems, P&L Forecasting, Equity, Small Business Consultants, Accounting Principles, Digital Payments, Data Rooms
CFO
2017 - PRESENT
Freelance
- Built the social media following to increase engagement.
- Established a system for financial reporting that was easily presentable to the members.
- Created a process for collaboration of goals and ideas to increase engagement from the community.
Focus areas: Double-entry Bookkeeping, Financials, Financial Data, Reporting, Sales Tax, Taxation, Accounts Payable, Year-end Accounts, Tax Accounting, Social Media, Google Workspace, Document Management, WordPress, Google, Gmail, Business, Organizational Design, Change Management, Change Leadership, Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Financial Modeling, Business Models, Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising Consultant, Fundraising, Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Financing, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Inventory, Part-time CFO, Inventory Management, Accounts Receivable, Excel Expert, Three-statement Modeling, Business Analysis, Project Management, Workflow Diagrams, Use Case Diagram, Business Plan Consulting, Strategy, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, High Net Worth Individuals (HNWI), Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Xero, US GAAP, GAAP Compliance, Cash Flow Forecasting, B2C, B2B, CFO, Process Automation, Audits, Inter-company Reconcilation, Policies & Procedures Compliance, Reconciliation, Management Consulting, Decision Support, Sales Funnel, Sales Effectiveness, Fundraising Strategy, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Stripe Payments, Stripe, ACH, Small Business, Nonprofits, Project Finance, Tax Equity, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Short-term Investments, Google Sheets, Excel 365, Business Model Strategy, Business Modeling, Risk Analysis, Compensation, Compensation Programs, Equity Compensation, Stock-based Compensation, Personal Finance, Internal Control, Forensic Accounting, External Financial Reporting, Xero Accounting, Risk Management, Data Visualization, Data, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Internal Audits, Excel Modeling, Five-year Projections, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Hiring, HR Transformation, Budget Modeling, Financial Reporting Dashboards, Process Optimization, Operational Excellence, Month-end Processes, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, HubSpot, Customer Relationship Management (CRM), Risk & Compliance, CRM Systems, Equity, Small Business Consultants, Accounting Principles, Digital Payments
Board Member | Treasurer
2013 - PRESENT
Client Confidential
- Managed accounts payable and financial reporting, presenting them to other board members.
- Created budgets for various entities on an annual basis.
- Coordinated fundraising efforts and donor relations.
- Managed tax compliance as a 501(c)(3) entity, maintaing non-profit status.
Focus areas: Finance, Charitable Gifts, Tax Accounting, Tax Credits, Auditing, Internal Audits, Excel Modeling, Five-year Projections, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Hiring, HR/Workforce Transformation, HR Transformation, Budget Modeling, Finance Strategy, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Risk & Compliance, CRM Systems, Small Business Consultants, Accounting Principles
FP&A Director | Controller
2022 - 2025
Salient Energy Inc
- Produced monthly financials and forecasts, including reconciling monthly transactions in accrual-based accounting.
- Collaborated on grant and SRED filings, worked with CPA on tax filings, and prepared audit-ready financials.
- Managed all A/P and A/R functions, payroll, and cash flow.
Focus areas: Financial Planning & Analysis (FP&A), Controller, Forecasting, Revenue & Expense Projections, Financial Modeling
Accountant (via Toptal)
2024 - 2024
Back to Basics Behavioral Health Services, Inc.
- Helped the client clean up financials after transitions from QuickBooks Desktop to Xero.
- Created accounting processes to allow the client to manage their own books.
- Cleaned up the balance sheet to allow for accurate tax filings.
Focus areas: Xero, Xero Accounting, Accounting, Bookkeeping, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Risk & Compliance, P&L Forecasting, Small Business Consultants, Accounting Principles
FP&A Expert (via Toptal)
2024 - 2024
Silicon Valley Learning Lab LLC.
- Implemented financial models and budgeting to allow the startup to attract investors.
- Established the books for the new entity and set up QuickBooks Online to create reports that worked within the model.
- Helped the client create a pitch deck for potential investors.
Focus areas: Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Financial Modeling, Forecasting, Budgeting, Accounting, Bookkeeping, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Risk & Compliance, Education Technology (Edtech), P&L Forecasting, Equity, Small Business Consultants, Accounting Principles
Finance Expert
2023 - 2024
COCUS POCUS LLC
- Established a budget model with debt paydown analysis.
- Cleaned up the books within QBO, creating transparent financial reporting.
- Analyzed factoring costs to determine true income.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), CFO, Budget Modeling, Factoring, Factor Analysis, Bookkeeping, Controller, Cost of Debt, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), P&L Forecasting, Equity, Small Business Consultants, Accounting Principles
Senior Accountant
2023 - 2023
China Dasheng Biotechnology Company
- Prepared Australian books to meet US GAAP reporting standards.
- Converted Xero to meet GAAP requirements for cleaner reporting.
- Consulted on compliance filings for the US entity.
Focus areas: Accounting, US GAAP, Small & Medium-sized Enterprises (SME), Reporting, Xero Accounting, Tax Accounting, Tax Credits, Excel Modeling, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Fund Management, Finance Strategy, Process Optimization, Operational Excellence, Month-end Processes, P&L Management, Cryptocurrency, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Know Your Customer (KYC), Small Business Consultants, Accounting Principles
VC Fund Tax Accountant
2023 - 2023
BuenTrip Ventures GP LLC
- Created financial statements for GP and two funds for 2021 and 2022.
- Reconciled financials for three years in Xero accounting software.
- Worked with tax accountants to file 2022 taxes in a timely manner.
Focus areas: Fund Accounting & Administration, US GAAP, Accounting, Taxation, Donations, Tax Accounting, Tax Credits, Excel Modeling, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Fund Management, Budget Modeling, Finance Strategy, Process Optimization, Operational Excellence, Month-end Processes, P&L Management, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), BSA AML Compliance, Know Your Customer (KYC), Risk & Compliance, P&L Forecasting, Small Business Consultants, Accounting Principles
QuickBooks Expert
2023 - 2023
ABC Painting, Inc.
- Transferred the client's financials from old accounting software into QBO.
- Reconciled the trial balance to have an accurate opening balance for all accounts.
- Instructed the client on best practices and QBO's uses.
Focus areas: Accounting, QuickBooks Online, Profit & Loss (P&L), Best Practices, Dashboards, Short-term Investments, Excel 365, Business Model Strategy, Personal Finance, Internal Control, Data, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Business Consulting, Team Leadership, Close Procedures, Process Optimization, Operational Excellence, Month-end Processes, P&L Management, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Small Business Consultants, Accounting Principles
COO
2022 - 2023
Freelance Client
- Implemented business strategies that maintained and improved KPIs.
- Led strategic planning initiatives as an EOS integrator.
- Directed strategic planning to help scale the company.
Focus areas: Entrepreneurial Operating System (EOS), Process Flows, Organizational Design, Strategy, Finance, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Management Consulting, Decision Support, Sales Effectiveness, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Trading Systems, Due Diligence, Stripe Payments, ACH, Small Business, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Cap Table Formation, Growth, Financial Modeling, Google Sheets, Accounting, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data, Controllership, Team Management, Organizational Compliance, Operational Finance, Remote Work, Financial Controls & Processes, Financial Reporting, Business Services, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Organizational Change Management (OCM), Hiring, HR/Workforce Transformation, Budget Modeling, Finance Strategy, Process Optimization, Operational Excellence, Month-end Processes, P&L Management, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), Risk & Compliance, CRM Systems, Equity, Small Business Consultants
Marketing Consultant
2022 - 2023
Freelance
- Consulted with CEO on business process improvements to increase employee experience and productivity.
- Held accountable for all financial reporting and updates in QuickBooks.
- Increased lead conversions with SEO optimization and improved CTAs.
Focus areas: SEO Tools, WordPress Management, Blogging, SEO Content, Optimization, Social Media, Double-entry Bookkeeping, Invoicing, Process Mapping, Document Management, Skype for Business, Asana, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, IT, Human Resources (HR), Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Business Models, Coaching, Leadership, Presentations, Data Analysis, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Business to Business (B2B), Business Analysis, Project Management, Workflow Diagrams, Strategy, Marketing Strategy, Sales & Channel Enablement, Startup Consulting, High Net Worth Individuals (HNWI), Controller, Internal Financial Reporting, QuickBooks Online, Market Segmentation, Cash Flow Management, Cash Flow Analysis, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Communication Strategy, Communication, Stakeholder Management, Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Cash Flow Forecasting, Scaling, B2C, B2B, Process Automation, Policies & Procedures Compliance, Startups, Management Consulting, Product Strategy, eCommerce, Decision Support, Sales, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization (Cost-down), Stripe, ACH, Small Business, Project Finance, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Google Sheets, Excel 365, Business Model Strategy, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data, People Management, Remote Work, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Close Procedures, Hiring, HR/Workforce Transformation, Finance Strategy, Process Optimization, Operational Excellence, Month-end Processes, P&L Management, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), P&L Forecasting, Equity, Small Business Consultants, Accounting Principles
Recruiter
2022 - 2022
Freelance Client
- Created and implemented a recruiting and onboarding strategy for a SaaS firm.
- Recruited and interviewed candidates across all departments.
- Developed the company branding for employee recruitment.
Focus areas: Recruiting, HR Tools, Onboarding, Interviews, Brand Identity, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, B2C, Process Automation, Policies & Procedures Compliance, Startups, Management Consulting, Decision Support, Sales, Small Business, Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Google Sheets, Excel 365, Compensation, Compensation Programs, Data, Remote Work, Organizational Strategy & Design, Business Consulting, Team Leadership, Process Optimization, Operational Excellence, P&L Management, Vendor Selection, HubSpot, Customer Relationship Management (CRM), Small Business Consultants
Fractional COO
2022 - 2022
Strategos Group
- Established core values and led strategic planning initiatives as an EOS integrator.
- Designed a new compensation structure to increase employee engagement and tie goals into incentives.
- Oversaw the restructuring of the compensation plan for sales and support staff.
- Sourced and implemented the performance management software to provide clarity and improve focus on company goals and career development.
- Analyzed a profit-sharing plan to provide a more robust incentive program.
Focus areas: Chief Operations Officer (COO), Business Operations, Project Management, Business Planning, Compensation Plans, Sales Compensation, Performance, HR Tools, Payroll & Benefits, Employee Benefits, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Decision Support, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Small Business, Project Finance, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Financial Modeling, Growth, Short-term Investments, Google Sheets, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Capital Markets, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, External Financial Reporting, Revenue Projections, Risk Management, Data Visualization, Data, Team Management, People Management, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Business Services, Donations, Tax Accounting, Tax Credits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Organizational Change Management (OCM), Tax Planning, Hiring, HR/Workforce Transformation, HR Transformation, Budget Modeling, Financial Reporting Dashboards, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, HubSpot, Customer Relationship Management (CRM), Risk & Compliance, Education Technology (Edtech), CRM Systems, P&L Forecasting, Equity, Small Business Consultants, Accounting Principles, Digital Payments
COO
2013 - 2022
Barber Financial Group
- Executed and implemented the strategic planning that resulted in the growth of $500 million to over $1 billion in assets under management.
- Reorganized the entire organizational and accountability chart to increase efficiency, client experience, and employee satisfaction.
- Led an organizational initiative on client retention—successfully launched and executed a client survey and an enhanced service program and defined the organization’s referral strategy.
- Created and executed defined processes and procedures for the entire organization, including employee handbook, compliance manual, and internal brain.
- Worked with the EOS process and implemented the organization pulse process to gauge employee engagement.
- Designed and coordinated restructure that enabled record growth and employee satisfaction.
- Served as the chief human resources officer (CHRO), managing sourcing, recruitment, onboarding, benefits, employee incentive programs, monthly staff meetings, drafting and maintaining job description, organizational chart, and accountability chart.
- Led the marketing and business development teams to increase lead flow and conversions.
- Restructured and streamlined the client onboarding process.
- Collected, cleaned, and provided modeling and analysis of structured and unstructured data used for business analytics and forecasting.
Focus areas: Change Management, Organizational Design, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Sales Operations, Business Development, Marketing, Implementation, Consulting, Entrepreneurial Operating System (EOS), Process Improvement, Process Mapping, Microsoft, Microsoft Teams, Salesforce, Asana, Google, Gmail, Business, FINRA, Fractional CFO, COO, Compliance, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Kanban, CEO, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Sales Strategy, Product Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, COGS Analysis, Fundraising, Mergers & Acquisitions (M&A), Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Financial Services, Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use Case Diagram, Wealth Management, Business Plan Consulting, Financial Products, Fintech, Strategy, M&A (Buy-side), Business Cases, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Retail & Wholesale, Finance, Startup Consulting, Equity Research, ESOPs, Equity Research Analysis, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Asset Allocation, Equities, Investments, Family Office, Family Office Consultants, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Business Intelligence (BI), Employee Experience, Communication Strategy, Communication, Stakeholder Management, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Agile Product Management, Product Management, Chief of Staff, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Cash Flow Forecasting, Scaling, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Decision Support, Sales, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Trading, Trading Systems, Options Trading, Valuation, Due Diligence, M&A Due Diligence (Financial), ACH, Project Finance, Waterfall Methodology, Analysis, Portfolio Analysis, Agile, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Capital Markets, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, FX, FX Risk Analysis, Data, Audit Management, Controllership, Team Management, People Management, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Management, Business Services, Vendor Management, Reorganization, Charitable Gifts, Donations, Tax Accounting, Tax Credits, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Insurance, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Team Leadership, Close Procedures, Cost Accounting, Complex Account Reconciliations, Organizational Change Management (OCM), Waterfall Modeling, Tax Planning, Fund Management, Hiring, HR/Workforce Transformation, HR Transformation, Capitalization Tables, Budget Modeling, Financial Reporting Dashboards, Finance Strategy, Revenue Analysis, Process Optimization, Operational Excellence, Revenue Recognition, Month-end Processes, P&L Management, Revenue Strategy, P&L Analysis, Vendor Selection, Customer Relationship Management (CRM), BSA AML Compliance, Know Your Customer (KYC), Risk & Compliance, CRM Systems, P&L Forecasting, Equity, Small Business Consultants, Accounting Principles, Digital Payments
Education
2009 - 2010
Master of Business Administration (MBA) in Finance
Baker University - Baldwin City, Kansas, USA
2000 - 2004
Bachelor's Degree in Social Science
Kansas State University - Manhattan KS
Certifications
MARCH 2023 - PRESENT
QuickBooks ProAdvisor
QuickBooks
APRIL 2007 - PRESENT
The Financial Industry Regulatory Authority (FINRA)
FINRA Organization
FEBRUARY 2007 - PRESENT
Series 7 – General Securities Representative Exam
FINRA – Financial Industry Regulatory Authority
Skills
Finance
Accounting, Wealth Management, Cash Management, ACH, Profit & Loss (P&L), Personal Finance, Financial Management, Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Fundraising, Data Analysis, Budgeting, Cash Flow, Investment Portfolio Management, Controller, Internal Financial Reporting, Business Intelligence (BI), Cash Flow Forecasting, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Due Diligence, Project Finance, Cap Table Formation, Short-term Investments, Risk Analysis, Valuation Modeling, External Financial Reporting, Audit Management, Operational Finance, Financial Reporting, Tax Credits, Internal Audits, Pro Forma Financial Statements, Five-year Projections, Tax Planning, Finance Strategy, BSA AML Compliance, P&L Forecasting, Double-entry Bookkeeping, CFO, Taxation, Year-end Accounts, Cash Flow Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), M&A Modeling, Startup Funding, Market Research, Three-statement Modeling, Seed Fundraising, M&A (Buy-side), Equity Research, Equity Research Analysis, Asset Allocation, Private Equity, Valuation, Series A, Portfolio Analysis, Debt Analysis, FX Risk Analysis, Fund Management, Factoring, Cost of Debt
Output Software
Entrepreneurial Operating System (EOS), Microsoft Excel, Microsoft PowerPoint, Google Sheets, Microsoft Project, Stripe Payments
Data & Analysis Software
Salesforce, QuickBooks Online, Intuit QuickBooks, Financial Data, Xero Accounting
Industry Expertise
Financial Services, Sales & Marketing, Retail & Wholesale, Financial Markets, Asset Management, Small Business, Nonprofits, Insurance, Series 66, Venture Capital, Early-stage Startups, Institutional Investors, Startup Accelerators, Capital Markets, IFRS 17, Education Technology (Edtech)
Geographic Expertise
United States, United Kingdom, California
Other
Microsoft, Microsoft Teams, Business, Operations, Sales Operations, Client Services, COO, Process Mapping, Business Strategy, Customer Experience, Digital Transformation, Business Operations, Chief Operations Officer (COO), Leadership, Salesforce Sales Cloud, Accounts Receivable, Business Analysis, Project Management, Workflow Diagrams, Financial Products, Strategy, High Net Worth Individuals (HNWI), Structure, Investments, Family Office, Family Office Consultants, Alternative Investments, Fixed Income, Operational Efficiency Improvement, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Process Automation, Reconciliation, Business Systems Analysis, Build Processes, Best Practices, Growth, Personal Finance Management, Data, Team Management, People Management, Remote Work, Reorganization, Team Leadership, Close Procedures, Budget Modeling, Process Optimization, Operational Excellence, Month-end Processes, Vendor Selection, Customer Relationship Management (CRM), Small Business Consultants, Asana, Google, Gmail, Organizational Design, Change Management, Change Leadership, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Business Development, Implementation, Consulting, FINRA, Compliance, Process Improvement, Document Management, Reporting, Digital Strategy, Omnichannel Marketing, Kanban, Staffing, Bookkeeping, Growth Strategy, Sales Strategy, Product Strategy, Business Models, Coaching, Presentations, Fundraising Consultant, Cap Tables, Financial Analysis, Financing, Small & Medium-sized Enterprises (SME), Part-time CFO, Inventory Management, Excel Expert, Business to Business (B2B), Use Case Analysis, Use Case Diagram, Business Plan Consulting, Fintech, Business Cases, Marketing Strategy, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, Portfolio Management, Events, Philanthropy, Sponsorship, Charity, Business Planning, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Bonds, Management Consulting, Lean Product Manager, Monthly Close Process, Investor Relations Consultant, Investment Funds, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Product Management, Chief of Staff, Organization Assessment, Strategic Planning, B2C, Audits, Inter-company Reconcilation, Policies & Procedures Compliance, Decision Support, Sales Funnel, Sales Effectiveness, Trading, Trading Systems, Options Trading, Stripe, Agile, QuickBooks ProAdvisor, Dashboards, QuickBooks API, Excel 365, Business Modeling, Market Research & Analysis, Compensation, Compensation Programs, Equity Compensation, Stock-based Compensation, Internal Control, Forensic Accounting, Sales Management, Revenue Projections, Factor Analysis, Risk Management, Data Visualization, Controllership, Organizational Compliance, Financial Controls & Processes, Management, Business Services, Vendor Management, Charitable Gifts, Donations, Excel Modeling, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting, Cost Accounting, Complex Account Reconciliations, Inventory Cost Accounting, Organizational Change Management (OCM), Interim Controller, Interim Financial Controller, Hiring, HR/Workforce Transformation, HR Transformation, Capitalization Tables, Financial Reporting Dashboards, Revenue Analysis, Business Process Analysis, Revenue Recognition, P&L Management, Revenue Strategy, P&L Analysis, Know Your Customer (KYC), Risk & Compliance, CRM Systems, Equity, Accounting Principles, Skype for Business, Marketing, Process Design, Fractional CFO, Notion, Drip Email, Financials, HR Analytics, Investor Relations, Manuals & Documentation, Sales Tax, VAT Return Preparation, SEO Tools, WordPress Management, Blogging, SEO Content, Optimization, Social Media, Invoicing, Accounts Payable, Tax Accounting, Google Workspace, WordPress, Human Resource Management Systems (HRMS), Social Sciences, Human Capital Management, Early-stage Venture Capital, Startups, CEO, COGS Analysis, Pro Forma Analysis, Market Research Analyst, SaaS, Early-stage Funding, Pitch Decks, Inventory, Pitch Deck Consultant, ESOPs, Equities, Compensation Plans, Sales Compensation, Performance, HR Tools, Payroll & Benefits, Employee Benefits, Investor Presentations, Agile Product Management, Grants, Recruiting, Onboarding, Interviews, Brand Identity, Xero, US GAAP, GAAP Compliance, Scaling, B2B, SME/SMB Financing, eCommerce, Shopify, Sales, Fundraising Strategy, M&A Due Diligence (Financial), Grant Proposals, Tax Equity, Waterfall Methodology, Analysis, Bill.com, Bank Reconciliation, Fund Accounting & Administration, ERP Implementation, Business Model Strategy, Structuring, Investment Analysis, FX, Event Management, Event Management Platforms, Software as a Service (SaaS), Auditing, Manufacturing, Spinoffs, Waterfall Modeling, Cryptocurrency, HubSpot, Digital Payments, Data Rooms
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