Who we are

The Finance Lab is a modern strategic finance consultancy led by a seasoned executive with over 15 years of hands-on and C-suite financial leadership experience. We specialize in helping mission-driven organizations, civic institutions, and high-growth startups navigate complexity, build strong financial infrastructure, and align their operations with long-term strategy.

Built for Growth and Impact

Founded by a strategic finance leader who has built and scaled finance functions from the ground up, The Finance Lab blends executive-level vision with detail-driven execution. We’re not just advisors — we roll up our sleeves to solve real problems, whether it’s stabilizing your month-end close, preparing for an audit, or structuring a multimillion-dollar program budget that drives outcomes.

Our experience spans:

  • Leading enterprise-wide budgeting processes and multi-year forecasts

  • Standing up or overhauling financial systems and controls (e.g., QuickBooks Online, Ramp, Bill.com, Gusto, Anrok)

  • Designing and implementing GAAP-ready accounting operations, reporting cycles, and board presentations

  • Building strategic financial models for growth-stage companies, nonprofits, investment funds, and place-based economic development

  • Managing pre-audit preparation, funder compliance (ARPA, DCEO, OMB), and operational reporting across complex portfolios

Our Philosophy

We believe finance should unlock clarity, not create friction. Our approach is rooted in:

  • Collaboration: Working across departments to translate goals into numbers and systems that support them

  • Transparency: Creating processes and dashboards that teams can trust and understand

  • Adaptability: Tailoring solutions to your stage—whether you’re pre-revenue, scaling fast, or navigating regulatory hurdles

  • Empowerment: Giving organizations the tools, SOPs, and systems they need to move confidently forward

We partner with founders, executive directors, board members, and department leads to turn uncertainty into alignment — and to help you tell a better financial story.

What We Deliver

Whether you're seeking a fractional CFO, a systematic close process, or need to get your arms around funding, grants, or compliance, The Finance Lab offers a full-stack financial operations team with the flexibility of a consultancy. We're the finance partner you call when you want to build it right, the first time — or fix it fast when things get messy.