Laura Lloyd

Senior Financial Consultant

Laura brings 25 years of financial management expertise to help businesses optimize their operations and drive profitability. Her experience spans strategic planning, process improvement, and financial systems implementation across multiple industries. She specializes in transforming financial chaos into clarity, helping leadership teams make informed decisions through accurate reporting, robust budgeting, and streamlined processes that support sustainable growth. Laura's comprehensive background includes fractional CFO services, VP of Finance roles, and Controller positions, with proven expertise in improving financial performance and increasing profitability through operational efficiencies.

Professional Experience

Experience & Achievements

A proven track record of delivering strategic financial leadership across diverse industries and growth stages.

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Years Experience
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Clients Supported
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Industries Served
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Leadership Roles

Core Competencies

Financial Management
Strategic Planning
Process Improvement
Financial Reporting
Budgeting & Forecasting
Team Leadership
Project Management
Internal Controls
System Implementation
Financial Analysis

Areas of Expertise

Deep knowledge across industries, financial disciplines, and cutting-edge technology platforms

Industries

ManufacturingTechnologyProfessional ServicesHealthcareRetailConstructionNonprofitHospitality

Finance & Accounting

Month-End CloseFinancial ReportingBudgeting & ForecastingCash Flow ManagementInternal ControlsProcess OptimizationFinancial AnalysisAudit Preparation

Software & Platforms

QuickBooksNetSuiteSageMicrosoft DynamicsXeroBill.comExpensifyExcel Advanced
Personal Connections

Beyond Finance

Personal interests and community involvement that drive passion and purpose beyond professional achievements.

Personal Interests

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Reading
Hiking
Travel
C
Cooking

Professional Affiliations

F
Financial Executives International
A
American Institute of Professional Bookkeepers

Community Involvement

L
Local Business Network
C
Community Volunteer
Contact Us

Experience You Can Trust to Transform Your Financial Operations

Each member of our team brings an average of over 12 years of proven expertise in financial and transformational leadership, delivering timely and accurate financials alongside trusted guidance and strategic insights that empower organizations to evolve and thrive. Let's explore how our comprehensive, growth-minded financial solutions can drive greater efficiency and strategic growth for your business.

Give us a call

(805) 334-8869

Send us a Message

Let's discuss how we can help optimize your financial operations and drive growth for your business.