Fractional CFO, Executive Advisor,
TheSoulCFO Mentor

With C-Suite experience that spans over 25 years, serving large organizations, including public, government, private, non-profit, not-for-profit, as well as multi-national organizations, I bring forth my decades of versatile involvement, extensive knowledge and experience in business management operations and financial management acumen. I help organizations as a solution-focused strategic executive advisor, coach, and mentor with a transformational leadership style of management, with a humanitarian soulful approach. 

 

I bring in the insight to align best practices, with available resources and affordable solutions, strategically optimizing asset growth, cash flow management, debt reduction, leading to long-term scalable growth.

 

My career began as an auditor with PriceWaterhouse Coopers, during their merger, focussed on operational, systems and financial audits, compilation, reviews, and accounting services for various clients. I focus on long-term results, audit readiness mindset, attention to detail, documenting and / or reviewing policies, procedures, data analytics and financial reports required for compliance.

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My career then span into managing various facets of accounting, tax, finance projects, and transforming organizations, working with firms of various sizes, wearing various hats in diverse organizations and environments involving broad oversight and complex business structure and the opportunity to deep dive into business and financial budgets, planning, forecasting, operations, data governance, performance measures and metrics, KPI analysis, gap analysis, financial system implementations, business and artificial intelligence dashboards, taxes, accounting, reporting, internal controls, and resource optimization, while broadening the level of insight.

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​I embrace a culture of authenticity and credibility, work-life balance, cross-functional partnerships, best practice implementation, cost-benefit resource optimization, internal controls, and recommend credible business and financial management solutions to foster growth and effective results for small, medium, and large organizations. ​

 

​FinNiche World of Offerings and Training Programs in a Nutshell

​At FinNiche, as our name indicates, we support our customers and stakeholders to focus on the "how" and "why" to  scale growth and "Find their true Niche."  We offer a range of financial management and business advisory services. Our expertise focuses on scalability and growth for both businesses and individuals through strategic partnerships, change management initiatives, transitions for growth, or complex challenges in alignment with their vision, mission, and goals.​

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• Fractional CFO Business Services - Scale and Grow through Strategic Partnerships, Leadership, and Collaboration - at a fractional cost of a full-time position

• Become a Fractional CFO of C-Suite Executive - Join SoulCFO Program Academy and scale your business, with CFO skills, without having to go through the decades!

• C-level financial leadership, transitions, and change management support

• CPA Advisory Services

• Financial and Business Services - Financial, Management, and Operational Solutions

• Project Management Solutions, Data Governance, and Analytics

• Change Management - Interim or Part-Time Staffing Services at a fraction of the cost

• Time-tested and cost-efficient credible Partnerships and Affiliations to support Business and Financial Operations

• Growth, optimization of resources and scalability, and affordable solutions - Small and Medium Businesses, Startups, Non-profits

• Cash Flow Analysis and Capital Funding Solutions

• All-in-One Finance Solutions - Financial Plans, Budgets, Forecasts, Performance and KPI  Analysis, Accounting, Reporting, Compliance 

• Business Essentials - Business Setup, Dissolution, Filings, and Annual Compliance

• Tax Services - Individual and Business Tax Consulting, Planning, Compliance, Preparation, and Filing Services

• Systems - Artificial and Business Intelligence Products and Solutions

• Audit Readiness - Internal Controls, Financial Statements Review

• Accounting / Book-keeping, Payroll, Human Resources - Employee Development / Benefits / Relocation Assistance / and Staffing

• Leadership Development, Training, Mentoring, and Coaching

• Individual and Group Resilience Coaching - Join the FinNiche Jewels Life Coaching and Wellness Program, a stream of the SoulCFO Academy

 

Apply to learn more about TheSoulCFO Academy

A 360-degree integrated fast-growth real-time implementation program entailing the connected spokes of Business Management, Financial Growth, Transformational Leadership, and Life and Resilience Coaching. Our life growth and self-investment programs, and employee benefit programs, designed to foster organizational culture, ethics, and employee growth seamlessly.

 

​​The Soul CFO Academy Professional, Business and Life Coaching and Mentoring Mission

Our Executive advisors and credible mentors provide holistic and resilient coaching and mentoring, with an eye to "think out of the box," vision to enhance employee benefit programs and serve the greater good, and change the negative to a positive, through mental strength, resilient mindset, and life experience of decades, while they share their roller-coasters of lessons and knowledge learnt through decades in their personal journey. The goal here is to bring in awareness, timeliness, limit the mistakes, and make the best of available resources to offer the holistic impact both professionally and personally, with a wealth of resources and support that could cost tons and entail a significant amount of time - literally taking a lifetime.

 

The SoulCFO Program is designed with Executive, Real-time Implementation in Business or Life, through a flexible and virtual platform.

This Executive Professional and Personal Growth entails Leadership Development, Academic Coaching and Life and Resilience Mentoring with flexible programs that fit your niche, requirements, and/or budget.

 

It is designed as a building foundation to connect the dots across life's 360-degree spokes of life - based on the “context of business, finance, and various life aspects - the big picture,” , while staying practical, secure, and mindful, inspiring and motivating our clients and life coaching students with a practical and realistic approach!​

 

Our integrated life coaching and mentoring business stream is holistically tailored to meet the unique needs of individuals or groups across various stages of life. Life coaching sessions covered include, but are not limited to, career, education, professional challenges, financial stability, self-improvement, stress management, relationships, marriage, divorce, life-changing events, healing from trauma, narcissistic abuse, exploitation, wellness, resilience build and boundaries, training, and related aspects. Our seasoned life coaches offer 1:1 coaching and mentoring as well as group coaching to navigate and break through life challenges. We focus on 360-degree aspects of life and holistic wellness.

 

We provide personalized guidance, tools, dedicated and committed support, and help improve and unlock the full potential. Our partners, specialists, therapists, mentors, and coaches work with your resources in mind and share tools to help you overcome your challenging times.

 

Grow Your Wealth Professionally and Personally!

​Let's work together to unlock your inner potential and create a brighter future! ​​​

Whether you're a business owner seeking to streamline operations, an individual looking to optimize your life, or an executive seeking guidance on leadership and strategy, we are here to help. Our approach is centered around empathy, compassion, and a deep understanding of the human experience, combined with technical expertise and business acumen. Through our work together, you'll gain clarity, confidence, and the tools you need to succeed. We will help you develop effective financial strategies, improve operational efficiency, and build strong leadership skills, whether it is for self-improvement or organizational development.​

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We also provide data-driven solutions, financial analysis, and create practical plans for managing debt, saving, and investing. If you're struggling with stress and overwhelm, we'll develop effective coping strategies to help you find calm and clarity.

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​Whether you are a parent, supporting your children's early growth and development, teenagers learning money management or exploring career options, young adults newly seeking out into their careers, individuals going through life challenges, or seeking financial stability, relationships, marriage, divorce, stress management or seniors navigating and coping with family, health or life transitions, we are here to help support your needs, based on your unique situations and circumstances.

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If you're ready to take the next step in your personal or professional journey, we invite you to partner with us and explore our services and discover scalability, performance optimization, growth and implicit value.​​​

​Look forward to connecting with you.​​​​​