With over 10 years of progressive experience in finance and leadership, I’ve built my career on helping organizations gain financial clarity and confidence— without the cost of a full-time CFO. My path began in public practice accounting, where I honed my technical foundation as a CPA, CA and developed a strong eye for accuracy, compliance, and efficiency. From there, I transitioned into senior finance leadership roles where I could have a deeper impact on strategy, operations, and people.

Most recently, I’ve served as the Chief Financial Officer at SIGN (Society for the Involvement of Good Neighbors), after previously holding the role of Director of Finance position at the City of Melville. At SIGN, I’ve led large-scale budgeting, funding negotiations, strategic planning, and financial oversight for an organization with diverse programs and a significant operating budget. I’ve worked directly with boards, funders, and leadership teams to ensure financial sustainability while supporting the organization’s mission to serve the community.

Prior to my work at SIGN, I spent years building my expertise in financial reporting, audit, and advisory in both the nonprofit and private sectors. These roles gave me a strong appreciation for the challenges organizations face—limited resources, growing demands, and the pressure to make every dollar count.

Through this experience, I saw a recurring gap: many organizations need high-level financial strategy, but cannot justify or afford a full-time CFO. That realization led me to found Oaks & Ledger Virtual CFO Service—a practice dedicated to giving nonprofits, startups, and professionals access to the same level of strategic financial leadership that larger organizations rely on.

Why Oaks & Ledger

Oaks & Ledger was founded as a Virtual CFO practice grounded in three core beliefs:

• Accessibility – Every organization deserves expert financial guidance tailored to their scale and goals—whether startups, nonprofits, or professionals.

• Strategic Partnership – Financials shouldn’t just be numbers—they should inform decisions, foster growth, and elevate impact.

• Empowerment – My goal is to equip you with clarity, insight, and confidence to lead with financial strength.

Drawing from my leadership throughout the years, I’ve seen firsthand how precise forecasting, insightful reporting, and proactive budgeting can transform organizations—helping them expand their impact, streamline operations, and navigate change with confidence.

What I Bring to Every Engagement

• Certified Expertise: As a CPA, CA, I offer recognized, trustworthy financial direction.

• Big-Picture Insight: From asset management planning and long-term forecasts into executive and board reports, you gain clarity—not just numbers.

• Tailored Approach: Whether you’re an early-stage nonprofit, mission-driven startup, or a solo professional, your needs shape our partnership.

At Oaks & Ledger, I’m not just balancing books—I’m helping you build a future-minded financial foundation.