Years of experience: 18

PartnerFinancial AnalystBusiness OwnerC-level ExecutiveInvestor RelationsConsulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Kayla's Career Path
Fractional CFO / FP&A Jan. 2025 -
Present
NBD AdvisoryFractional CFO / FP&A
"No Big Deal" Fractional CFO / FP&A Services - Small Market Businesses + Financial Modeling - P&L, Cashflow, strategic business decisions + Accounting Processes Review and Set-Up + POS Review / Pricing / Financial Integration + Payroll + Incentive Plan Creation & Review + Small Market Financing + Ad Hoc - "Part of the Team" Services Premier Client: Waters Edge Winery - Dallas
Chief Financial OfficerJan. 2025 -
Present
Waters Edge Winery & Bistro of DallasChief Financial Officer
Dallas, Texas, United StatesCFO Services as Part of NBD Advisory
Sr. Director of Finance, Strategic InvestmentsJul. 2021 -
Aug. 2024
CBRESr. Director of Finance, Strategic Investments
DallasStrategic Growth Partner to Advisory Leaders Across the Americas + Producer Underwriting Program + Producer Profitability Reporting + Cash Forecasting + Advisory Client Account Financial Modeling

Kayla's Posts

  • How I can help you

    I assist in optimizing business strategies by analyzing various scenarios to predict financial outcomes. With 15 years in FP&A, I tackle tasks like compensation plans, marketing initiatives, and cost reviews. Key strengths include break-even models and cost drivers.

  • People I am looking for

    Seeking clients of any size needing financial impact analysis for changes, challenges, or growth opportunities. I provide insights on financial implications to drive informed decision-making.

  • Experience & Cases

    Achievements: Led strategic developments, securing $150M in revenue and safeguarding $200M annually. Previous clients include CBRE, Waters Edge Winery, and Active Network.

  • How to contact

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