Foundation Finance Strategies
Financial strategy and governance for foundations and mission-driven organizations.
Transforming financial complexity into clarity, structure, and long-term impact.
MY Story
I founded Foundation Finance Strategies to bring a more strategic, disciplined approach to financial management in mission-driven organizations.
Many foundations and nonprofits are doing incredible work but lack the financial structure and insight needed to operate at their full potential. I believe these organizations deserve the same level of financial discipline and governance that drives the world’s leading companies.
Over the past 15+ years, I’ve worked at the intersection of finance and social impact, most recently leading financial strategy and governance for The Estée Lauder Companies Charitable Foundation. Earlier in my career, I built a strong foundation in finance, accounting, and advisory at Louis Vuitton and KPMG. Today, I partner with Fortune 500 corporate foundations, nonprofits, and high-net-worth individuals to bring clarity, strengthen governance, and help leadership teams make confident decisions that maximize impact.
Strategic Financial Guidance
Financial Strategy & Planning
Develop forward-looking financial roadmaps that align mission, funding, and operations—enabling confident, long-term decision-making.
Governance & Financial Oversight
Strengthen financial governance through improved structures, controls, and reporting—supporting transparency, accountability, and effective Board engagement.
Cash Flow & Sustainability Planning
Specialized accounting for restricted funds, providing donor-ready transparency and seamless compliance with complex reporting standards.
Board & Leadership Reporting
Translate complex financial data into clear, actionable insights—equipping Boards and leadership teams to make informed strategic decisions.
Grant & Fund Financial Strategy
Design and oversee financial structures for restricted funding, ensuring compliance while improving visibility, reporting, and strategic allocation.
Operational & Process Optimization
Evaluate and refine financial processes and systems to improve efficiency, strengthen controls, and support scalable growth.
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Executive & Board Advisory
Strategic financial guidance for executive teams and Boards, including planning, scenario analysis, and governance advisory to drive alignment and clarity
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Project-Based Engagements
Targeted initiatives such as financial planning, governance design, audit readiness, and systems implementation to address key gaps and improve efficiency
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Fractional CFO Support
Ongoing strategic financial leadership across planning, governance, and operations to support decision-making and sustainable growth