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.
Founding Principals is a fractional CFO and strategic finance consulting firm.
The concept emerged from research and program development at Apple Inc. Strategic Deals (Business Development & Strategy), addressing the challenges diverse founders face in growing their businesses.
By empowering founders with financial insights, Alana aims to fill the void left by the absence of fractional CFOs or Finance Directors.
Alana M Williams, Esq.
Fractional CFO & Finance Advisor to Small Business Owners
According to the Wall Street Journal, approximately 80% of early-stage companies lack a CFO. As a result, many founders rely on their investors, accountants or bookkeepers to provide advice about finance and operations.
As a member of the venture capital community and ex-investment banker, Alana was encouraged to provide leadership services beyond bookkeeping and accounting to early-stage small businesses.
Alana collaborates with clients to translate their strategies into financial models, set key performance indicators, and assess existing systems for operational enhancements. As the practice has grown, Alana expanded services to include bookkeeping and payroll management.
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.
Licensed Attorney in three states (MD, DC, & NJ)
Procurement Professional for 8+ years for public & private sector
Produce complexed financial and strategy analysis for executive decision making
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
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