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Emily H.
Sherwood, OR
100% Job Success
Top Rated

Financial Model | CFO | Budgeting 200M+ | CMA | 10+ years

If you are a naturopathic or wellness clinic looking to elevate your financial management, or a healthcare entrepreneur seeking strategic financial guidance, my expertise will help you achieve your goals. Quick Facts: 🏆 Managed $100M+ in budgets for top-tier healthcare institutions 🏆 Supported the financial growth of several naturopathic and wellness clinics 🏆 Certified Management Accountant (CMA) with 10+ years of experience in healthcare finance 🏆 Proven track record in strategic planning, cash flow management, and financial reporting 🏆 100% Customer Satisfaction Score (CSAT) The Benefits of My Services for Naturopathic and Wellness Clinics: 🎯3x Improved Financial Clarity | 🎯2x Faster Budgeting and Forecasting | 🎯50% Reduction in Financial Stress My Solutions for Clinics and Healthcare Practices: ✅ Customized Financial Analysis and Reporting ✅ Cash Flow Management tailored to your clinic's needs ✅ Budgeting and Forecasting with a focus on sustainability and growth ✅ Strategic Planning to navigate the unique challenges of the healthcare industry ✅ Comprehensive Accounting and Bookkeeping services that ensure compliance and accuracy The Benefits of My Strategic CFO Services: 🎯Optimized Financial Operations | 🎯Enhanced Decision-Making through Real-Time Data | 🎯Long-Term Financial Stability My CFO Solutions Include: ✅ Advanced Financial Analysis and Reporting (FA&R) ✅ Strategic Cash Flow Management ✅ Detailed Budgeting and Forecasting ✅ Risk Management and Strategic Planning ✅ Full-Service Accounting and Bookkeeping tailored for healthcare 💎 I offer industry-leading financial management services trusted by healthcare providers, all with a focus on delivering value and peace of mind. Client Testimonials: 🏆"Emily's expertise in financial management transformed our clinic's operations. Her strategic insights allowed us to focus on patient care while she handled the complexities of our finances." - Wellness Clinic Owner 🏆"Her ability to navigate the unique financial challenges of our wellness practice has been invaluable. We couldn't have achieved our growth without her guidance." - Wellness Center Director 🏆"Emily's strategic planning and detailed financial analysis have given us the clarity and confidence to expand our services." - Healthcare Entrepreneur NEXT STEP: Please message me to discuss how I can help you achieve financial excellence in your clinic or healthcare practice. My Story: My journey into financial management began in the high-pressure environment of healthcare, where I honed my skills managing large budgets and navigating complex financial landscapes. After being diagnosed with breast cancer at 28, I gained a profound appreciation for the role of naturopathic and alternative medicine in holistic healing. The care I received fueled my passion to support these clinics, which are often underrepresented in traditional financial services. I earned my Certified Management Accountant (CMA) certification while working full-time and raising my children, driven by a commitment to excellence and a deep desire to make a difference in the healthcare sector. My experience includes managing over $100M in budgets for a leading academic hospital in Portland, Oregon, and providing strategic financial guidance to several naturopathic and wellness clinics. Today, I specialize in offering fractional CFO services to naturopathic and healthcare clinics, helping them navigate financial complexities with clarity and confidence. My mission is to empower these vital healthcare providers with the financial tools they need to thrive, ensuring that they can continue to provide the holistic care that has made such a difference in my life and the lives of many others. Additional Stats: ✅ Certified Management Accountant (CMA) ✅ 10+ Years in Healthcare Finance ✅ Proven Track Record in Strategic Financial Management ✅ Top-Rated on Upwork in Financial Services Industry Expertise: ✅ Naturopathic Medicine ✅ Wellness Clinics ✅ Healthcare Clinics and Start ups ✅ Integrative Medicine ✅ Holistic Health Services Please, feel free to reach out with any questions.
Work history
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Skills

Skills

  • Accounting
  • Cost Analysis
  • Budget Management
  • Strategy
  • Budget
  • Strategic Planning
  • Forecasting
  • Financial Consulting
  • Financial Analysis & Valuation
  • Business Strategy

Get started working with Emily quickly with these predefined projects.

Get started working with Emily quickly with these predefined projects.

You will get a financial model with projections and modeled financial statements

From $300
3 days delivery

You will get A Financial Blueprint: Comprehensive Budget Building and Implementation

From $100
5 days delivery

You will get Custom CFO-Level Financial Modeling

From $300
7 days delivery

You will get Comprehensive Cash Flow Management Plan for Sustainable Business Growth

From $150
5 days delivery

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