Years of experience: 14

CFOFinancial AnalystFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Chris's Career Path
Senior Director FP&A and Operations FinanceNov. 2024 -
Present
CSAA Insurance Group, a AAA InsurerSenior Director FP&A and Operations Finance
Columbus, Ohio Metropolitan Area
Director of FP&A and Operations FinanceMar. 2023 -
Nov. 2024
CSAA Insurance Group, a AAA InsurerDirector of FP&A and Operations Finance
Columbus, Ohio Metropolitan Area
FounderJan. 2023 -
Present
Canopy Advisory ServicesFounder
Westerville, Ohio, United StatesFinancial advisory services for small to mid-size businesses. Focus on strategic financial planning, cash flow analysis, and growth decision support.

Chris's Posts

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    How I can help you

    Monthly CFO advisory for $500K-$5M businesses. Get financial clarity in plain English, action-focused scorecard, 30-day priority plan, monthly strategy session, and unlimited questions. Stop guessing with your finances—know your numbers and make confident growth decisions.

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    People I am looking for

    Target Clients: - Small businesses, startups, and entrepreneurs - Companies generating $500k to $5M in revenue - Organizations needing strategic financial guidance without a full-time CFO

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    Experience & Cases

    Previous Clients: Small businesses, startups, and growing enterprises

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    How to contact

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