Anna Agnew

With over 15 years of providing CFO Services in 29+ industries, I bring a wealth of real-world, hands-on, diverse corporate financial leadership experience with a collaborative results-oriented approach.

Areas in which I enjoy helping clients:

  • Financial Leadership
  • Corporate Financial Strategy
  • Treasury Strategy & Implementation
  • Financial Training & Development
  • Corporate Development
  • Acquisition Due Diligence Projects
  • U.S. Domestic & International Partnerships
  • Financial Planning & Analysis
  • Stakeholder Presentations
  • Cash Conversion Cycle Optimization
  • Lean Process Improvement
  • Debt Restructuring & Compliance
  • Expert Witness Services
  • Speaking Engagements

I am a finance, treasury, and accounting executive with work experience in corporate and consulting roles for public and privately held companies in various industries, ranging in size and maturity from start-up to multi-billion-dollar in annual sales. My career demonstrates a track record of helping companies achieve greater profitability by identifying revenue enhancements and cost reduction opportunities, implementing technology initiatives, and developing strategic alliances in the United States and global markets. My experience meets the U.S. Securities and Exchange Commission’s definition to serve as an Audit Committee Financial Expert.

Some examples of significant initiatives that I have led, and their benefits to my clients and employers, include:
  • Secured $25,000,000 Bank Line of Credit for high growth company that needed working capital to fund its projected cash flow needs due to winning major contracts that tripled company revenue
  • Deep governance experience through service on corporate advisory committees with 10 years as an elected official, Public Board Director, and Investment Officer of government municipal utility districts as well as preparation in Deloitte’s Board-Ready Women program
  • Member of the Embry-Riddle Aeronautical University’s Worldwide Industry Advisory Board, providing guidance that impacts course content and programs at more than 135 worldwide campuses
  • While working in the Banking Industry, responsible for a diverse loan portfolio and debt restructuring
  • Over 10 years in the transportation industry leading finance, marketing, pricing and yield management, international planning, corporate development, and airline management services
  • Established a high-performing cross-functional information technology team to sell and implement airline technology systems and consulting services to other airlines, and chaired an Outsourced Services Strategic Steering Committee

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 (CTP) 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:

  • Key Advisor to Entrepreneurs in diverse industries
  • Founder, CFO Strategic Results, LLC
  • Facilitator, One-page Strategic Planning Process
  • Instructor, Corporate Finance Made Easy (for business leaders)
  • Director of Strategic Planning, ERM
  • Director of Finance & Treasury, At Home Group, Inc.
  • Director of Creative Resources, Academy Sports + Outdoors
  • Director of Finance, American Airlines
  • Director of Airline Management Services, American Airlines


"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