After spending eight years on Wall Street as an equity markets sales specialist and corporate finance manager at industry powerhouses such as Merrill Lynch and Citigroup, I realized that my core finance and accounting skills were highly transferable to small to mid-sized businesses, which is where I could make a bigger and more personally rewarding impact. With this inspiration, I started offering financial consulting services and officially formed FinCore in 2016 and in 2022, published a book about small business financial management entitled, Dancing with Numbers: Grow a financially healthy business and choreograph your life. (Available on Amazon). FinCore offers outsourced CFO and accounting services, a financial planning platform for women entrepreneurs and digital financial tools accessible on demand. We know that dealing with numbers can be overwhelming. Sometimes you’d rather hide from your numbers than admit you don’t know what you don’t know. Finding the right trusted partner that can truly help you feel financially secure can be like searching for a needle in a haystack. It’s even harder, almost impossible, to find a financial expert that explains things in plain English instead of using all the jargon. Well, look no further than FinCore! Whether you make $500,000 or $10 million in revenue, we help growth-minded small business owners, humble enough to ask for help, be in tempo with their numbers, avoid financial pitfalls, and make critical business decisions. We also help them improve their overall financial health – profitability, cash flow, risk profile, and value. We start by strengthening their financial core, which is historically the weakest part of a small business, and guide them from there to peak performance. Our mission is to engage, educate and empower 10,000 small business owners, particularly women owners grow their business to 7+ figures, allowing them to choreograph their lives whether that involves paying themselves more, leaving a legacy for their children, or giving back to their community. To learn more and book a consultation, visit www.fincorestrong.com
CEO and Chief Financial Choreographer at FinCore
BS, Economics (Finance Concentration/Spanish Minor)