I earned a Master of Business Administration in Aviation with Distinction from Embry-Riddle Aeronautical University and a Bachelor of Business Administration in Finance from Texas Christian University. I am a Certified Treasury Professional through the Association of Financial Professionals. I work with U.S. Domestic and International Companies and am fluent in English and Spanish, and enjoy practicing French, Italian, and Portuguese. I also work in the Health & Wellness industry, have multiple fitness certifications, and teach group fitness classes.
In addition to my corporate leadership roles as CFO, Treasurer, and Board Director, my experience includes:
"With Anna's CFO services, we feel really on top of our finances, cash flow projections, and customer scorecard."
- Rental Business, Owner
"Anna determined a 'fair value purchase price' for our target acquisition and built a relationship of trust with the Seller."
- Business Services Company, Owner
"Anna guided us through the bank lending process. She negotiated better terms than we could have and we learned a lot. Anna is well organized, sets goals, and is clear and specific about what steps need to be taken to achieve our objectives."
- Retail Chain Stores, Owner
"Managing multiple facets of the company, providing guidance on streamlining processes and best practices, and providing personal attention and genuine concern, are areas that stand out about Anna's CFO services. She got management aligned on reporting rhythms, introduced new HR procedures, created more Standard Operating Procedures (SOPs), and gave team members more clarity on processes."
- Architectural Firm, Owner
"We liked Anna's organized approach to keeping our project finance moving forward. Anna quickly learned what was necessary to forecast our project cash flows and coordinate with internal personnel and lenders. She's very results driven."
- Construction Company, C-Level Leader
"Anna's thorough and complete CFO services resulted in specific and tangible action steps."
- Engineering Firm, Owner
"Anna's CFO services resulted in our having a much better understanding of our new cash flow model and net available cash position. We now have KPIs and metrics in place."
- Recycling Company, Owner
"Anna makes financial concepts easy to understand and clearly communicates and explains financial topics. She quickly understood our business."
- Food Manufacturing Company, Owner
"Anna provided CFO leadership in selecting a new ownership structure for our medical practice, establishing bank relationships, and identifying funding sources."
- Medical Practice, Owner
"Anna's CFO services are more than just looking at the financial aspect of the business. Her services included procedural development and implementation."
- Commercial and Residential Architectural Company, Owner
"Meeting with future banking relationships, evaluating future business opportunities - patents, and knowing our needs and addressing them are areas that stand out about Anna's CFO services."
- Equipment Distributor Company, Owner
"Anna has head knowledge AND practical experience knowledge AND the ability to focus on the right goals and methods to achieve them."
- Waste Management and Recycling Company, Owner
"Anna's CFO services exceeded our expectations. We like the professional advice provided with the personal touches."
- Distribution Company, Owner