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Toula Bekiaris

CFO

Toula is an entrepreneurial CPA with over 20 years of hands-on experience in all aspects of operations and financial management. She takes a client-centric, tactical approach to support organizations with their strategic mandates and organizational initiatives. In addition to serving in C-suite roles, Toula’s experience includes owning and operating several businesses, providing a keen appreciation of success drivers.

Toula-Bekiaris-1

Track record highlights

  • Spearheaded organizational finance and operations management, overseeing IT, Human Resources, Marketing, and Business Development
  • Designed and implemented pricing and profitability models that directly informed financial planning and drove strategic growth
  • Led the development and rollout of KPIs and dashboards, enabling real-time communication of critical benchmarks to key stakeholders
  • Mentored and developed the finance and accounting team, resulting in streamlined processes, improved efficiency, and a stronger, more cohesive team
  • Successfully coordinated financial due diligence for multiple mergers and acquisitions within the legal sector

Sector Experience

  • Legal Services
  • Professional Services (including Architecture and Design)
  • Food and Beverage Retail
  • Small to Mid-Size Manufacturing
  • Tech Startups

Toula's specialist skills

Budgeting & Forecasting

Expert in aligning financial planning with strategic mandates to optimize resource allocation and drive organizational goals

Business Planning

Focused expertise in business development and growth initiatives, supporting sustained organizational expansion

Cash Flow Improvement

Expertise in detailed cash flow management to ensure precise financial control and optimized liquidity

Financial Operations

Proven expertise in hands-on management of day-to-day financial operations to ensure accuracy and efficiency

Analytics Wizard

Expert in leveraging SQL, Power BI, and Excel to create KPI metrics and deliver advanced analytics insights

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