Years of experience: 26

PartnerStartup FounderInvestor RelationsBusiness OwnerHR consultantBusiness Analyst

Trusted by top professionals

Trust Score

Exceptionally trusted; proven professional excellence.

90%
Ella's Career Path
Seeking Corporate Controller | Director of Accounting | FINOP | Fractional CFOOct. 2024 -
Present
Open to opportunities - Banking | Investment Services | Financial Services Seeking Corporate Controller | Director of Accounting | FINOP | Fractional CFO
As an experienced accounting and finance leader, I leverage my expertise in accounting, finance, strategy and M&A to help mission-driven organizations balance vision and profitability with hands-on execution that delivers strong ROI to corporate boards and owners. I specialize in financial operations, financial and regulatory reporting in accordance with GAAP, SEC and regulatory requirements,...
Interim CFOJan. 2019 -
Jul. 2020
Confidential Broker-Dealer Consulting Start-upInterim CFO
Pleasant Hill, California, United StatesEngaged by founder to help form and position consultancy serving start-up broker-dealers—applying financial markets expertise, regulatory and financial operations set-up, and governance modeling to help company principles with business set-up. Provided a range of consulting services to five core clients, ranging from approval requirements and formation matters (e.g., compliance, financial ope...
Executive Financial Services Consultant | Banking, Broker-Dealer Oct. 2016 -
Dec. 2018
Robert Half Management ResourcesExecutive Financial Services Consultant | Banking, Broker-Dealer
San Francisco, CA and Phoenix, AZContracted for senior-level management experience—advising companies in building financial processes, creating and revitalizing finance and accounting procedures, reinforcing regulatory compliance, and transferring industry knowledge to internal leaders and team members. Highlights: THE ADVISOR GROUP, Broker-Dealer Consultant Assessed and recommended internal procedures (e.g., SOP, internal a...

Ella's Posts

  • 0

    How I can help you

    • Drive operational transformations • Restructure finance departments • Enhance reporting via strategic automation • Deep-dive interviews to grasp business models • Identify pain points and objectives • Review financial processes and health

  • 0

    People I am looking for

    • Regional broker-dealers • National investment banking platforms • Multinational banking institutions • Insurance and financial service conglomerates

  • 0

    Experience & Cases

    • Advised five new clients on approvals and tech solutions • Streamlined financial processes • Navigated complex regulatory landscapes • Previous clients: Entrepreneurs, SMEs

  • 0

    How to contact

No responses yet
0