Heirloom Financial & Management Consulting
Financial planning & analysis
Translating data into actionable insights
Change management & organizational review
Strategy sessions & leadership retreats
The Tomato-Based way
- Each client is unique; business issues are universal
- Keep it simple: focus on key drivers
- Cultivate standardization and streamlined processes
- Be nimble: don’t sit stuck – run thought exercises, pivot, innovate
- Concentrate on the customer and core business
Want to work with me?
After starting my career in public accounting and earning a CPA license, I successfully pivoted to focusing in finance. I have spent the majority of my journey in corporate roles operating as a bridge between executives, accounting, finance, and other functions. In that time, I led teams, gained experience with system implementations, held roles in FP&A and operational finance, delivered executive and board presentations, mastered process optimization, and worked on both sides of an integration. I have a wide breadth of experience to bring to my engagements.
Industry experience: Entertainment, Experiential design, Fintech, Publishing, Retail, and more.