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My goal is to transform finance from a back office operation to the center of business I help companies: Use finance as a strategy for growth Expand or reducing the back office Update their finance function's systems, processes and procedures Finance Team Coaching (skills, strategy, mindset and habits) One-on-one Coaching (managing, mindset, confidence and presenting) I help build a modern finance function that strategically grows the business, and develop finance professionals that have a strong executive presence and influence My Background: I am a big believer in businesses using finance as a strategy tool. I'm the Founder of Davis Financial Services providing finance operations consulting services and training. I have a a background in corporate finance back office operations and internal controls with over 15 years of diverse experience in Wealth Management at Bank of America, Private Banking at JP Morgan Chase, and Capital Markets at Citigroup. As the founder of Davis Financial Services, my mission is to offer the same high quality service to CEOs, entrepreneurs and executives within and outside the corporate arena. A background in a variety of financial spheres has been the catapult to my success in customized financial services for my clients. My work ethic is professionalism with a personal hands on approach. Davis Financial Services offers private financial consulting services, finance team building workshops/training, and 1:1 leadership coaching.
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