Our Services
CFO Consulting
Gain strategic insights and dedicated financial leadership with a hands-on approach that drives your organization forward. At Ivy Financial Consulting, our CFO services go beyond the numbers - partnering with executive teams, department leads, and boards to align financial strategy with organizational goals. From long-term planning to daily oversight, we provide the structure and expertise to support your organization.
Financial Planning
At Ivy Financial Planning, we develop collaborative, goal-driven financial plans that bring clarity and alignment across your organization. Our process ensures that all key stakeholders are engaged and fully understand the financial strategy, while our department-level insights provide the actionable guidance needed to drive both stability and informed decision making.
Project Management
At Ivy Financial Consulting, our Project Management services are designed for high-stakes initiatives like ERP implementations, KPI development, and benchmarking projects. We bring hands-on leadership and structured oversight to ensure your internal resources are aligned, milestones are clear, and progress is measurable. From scoping needs and defining success metrics to coordinating teams and managing change, we help you execute with precision—so your project not only gets done, but gets done right.
Business Analytics
Gathering data is only the first part of your business analytics solution. The rest of it involves understanding what to do with that data, how your organization operates and learning how to use it for your best business advantage. It’s about figuring out how technology can help you learn more about your business, learn how to make your business better, and then making it all happen.
Operations Strategy
People are the number one resource in every organization, so planning a company’s future means taking into account the needs and expectations of the people who make up the company. To gain an understanding of your company, we'll consider not only employees, but your clients, members, donors, and all other stakeholders to determine the best strategies while also aligning to your company culture. When we plan for the future, we will keep the present in view.
About Us
At Ivy Financial Consulting you will get an experienced, collaborative professional who brings a wealth of knowledge from multiple sectors to tailor solutions to your particular needs. We will work together to achieve your financial and operational goals.