Next-Level Finance
Clarity and confidence are the cornerstones of visionary success. With tailored coaching and strategic finance solutions, we transform ambitious ideas into actionable, achievable results.
OUR GUIDING PRINCIPLES
Sustained Cash Flow
We aim to establish and maintain a consistent cash flow that not only supports day-to-day expenses but also fosters the flexibility needed for strategic initiatives.
Scale Solopreneurs to Small Business Employers
Our goal is to guide the transformation of small, one-person enterprises into thriving employers, facilitating expansion and creating a broader impact.
Safeguarding Your Interests
We prioritize protecting your interests by implementing proactive strategies that mitigate risks and ensure the longevity of your business.
Future-Proof Planning:
Through well-informed assumptions and strategic foresight, we assist you in charting a path that prepares your business for future challenges and opportunities.​
From Elite Boardrooms to Your Business – Alana Translates Insider Expertise and Proven Credentials into Real-World Strategies for Owner Operators.
Alana Williams is an experienced MBA/JD with a proven track record in finance, law, and business administration. She excels in cultivating strong relationships with C-level executives, internal teams, and external stakeholders to drive decision-making and achieve objectives.
Alana has worked with professional services clients, focusing on bookkeeping, financial statement analysis, and strategic growth plans. Over the last (seven) 7 years, she has honed her expertise in crafting financial forecasts, budgeting, consolidation, and reporting, ensuring operational efficiency and transparency.
Alana holds a Bachelor of Science in Finance, a Juris Doctor (cum laude), and an MBA. Alana is also licensed to practice law in three states and is pursuing CPA licensure. In her free time, Alana enjoys listening to historical podcasts and watching her Philadelphia sports teams.
Professional Journey: Featuring Top Employers and Agencies
15+ years of experience finance, strategy, & procurement in private and public sector organizations.
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Licensed Attorney in three states (MD, DC, & NJ)
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Procurement Professional for 8+ years for public & private sector
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Produce complexed financial and strategy analysis for executive decision making
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Extensive Network of investors and lenders​​
Highlights
Army Research Lab
Defense Media Activity
Accenture Federal Services
Adjudication Review at @ SSA Appeals Council
Private Law Practice
Apple Inc.
Whole Foods Corporate Office
Evercore Partners
Skills
Business Development & Operations
Leadership Training and Development
Stakeholder & Client Relationships
Cross-Functional Collaboration
Performance Improvement
Planning and Implementation
Research, KPIs, & Data Analysis
Project Management
Corporate Development
Business Startups
Coaching and Mentoring
Account Management
Strategic Initiatives
Finance & Budget Management
Credentials
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Series 63, FINRA (Financial Industry Regulatory Authority)
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Series 79, FINRA
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Microsoft Office (Word, Excel, PowerPoint, Outlook)
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Meet educational requirements for CPA Licensing Exam in the District of Columbia (In Process)
Alana Williams LinkedIn Profile
Founding Principal's Certifications
Woman Owned Small Business
Minority Owned Business Enterprise
Alana Participates in a Weekly Podcast! Check It Out!
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