The Practice
We partner with leadership teams and boards to bring clarity and discipline to the decisions ahead, giving them the forward-looking insight they need to move with confidence. The result is a finance function that is strategically valuable, not just operationally sound.
Our Services
Strategic Financial Leadership
Fractional. Interim. Strategic. We serve as a senior finance thought partner to executive teams and boards, shaping strategy, pressure-testing the numbers, and translating complex detail into decisions leadership can make with confidence.
- Cash strategy & financing
- Financial planning, forecasts & models
- Executive, investor & board communications
- KPI frameworks & performance management
Finance Operations Advisory
Process. People. Continuity. We deliver targeted, project-based support to the day-to-day finance function, redesigning processes, tightening controls, and aligning people to roles so teams shift from reactive work to proactive performance.
- Finance function assessments &
redesign - Workflow mapping & internal controls
- Staffing structure & cross-training plans
- Rapid transition & continuity support
Digital Transformation
Technology-agnostic. Scalable. Future-ready. We evaluate, design, and optimize the finance technology stack, aligning systems with future growth so reporting sharpens, capacity expands, and internal teams carry less of the technical load.
- Technology assessments & gap analysis
- Finance stack architecture (GL, FP&A, AP, BI)
- Platform selection & vendor evaluation
- AI, automation & BI strategy
WHO WE SERVE
Established middle-market organizations, across a range of industries.
We also work with smaller, fast-scaling companies preparing to build the right financial infrastructure ahead of their next stage of growth.
WHEN ENGAGEMENTS TYPICALLY BEGIN
No strategic financial advisor at the executive level, or an unexpected leadership vacancy
Financial reporting that isn’t reliable or clear enough to guide board decisions
Budgeting and forecasting that lack transparency or discipline
An approaching financing, monetization, or leadership transition event
Key takeaways
01
Senior finance leadership, operational expertise, and technology guidance for organizations navigating growth, transition, and change.
02
Collaborative by design, working alongside your CPA firm and across Geller’s broader advisory capabilities.
03
We build finance functions that are strategically valuable to the business, not just operationally sound.
PRACTICE LEADERSHIP
Corinna Creedon, CPA
Managing Director & Practice Leader, CFO Strategic Advisory Services
Corinna brings more than 25 years of experience spanning public accounting and strategic advisory, helping clients across SaaS/Emerging Technology, Private Equity-backed, Commercial, and Nonprofit sectors transform their finance functions to support scalability and reliable decision-making.
Prior to Geller, she held senior leadership roles at a global top-10 public accounting firm, leading its NY Metro Advisory Services, National Nonprofit Advisory, and National SaaS/Technology OAS practices. She is a member of the AICPA and NYSSCPA and holds dual degrees from NYU Stern.