Strategic Financial Leadership for your Business

With 30+ years of investment and C-suite experience, I provide seasoned financial expertise to businesses at critical junctures - whether you need a fractional CFO, ongoing strategic and financial support, or specialized guidance for a transformational transaction.

I've invested over $3 billion on behalf of Prudential Capital, working alongside C-suite executives across diverse industries, structuring complex deals from acquisitions to generational transfers. As a Chartered Financial Analyst® and former co-leader of a digital health startup, I bring both technical excellence and operational insight to every engagement.

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Corporate and Small Business Offerings

I work with businesses that:

  • Need CFO/COOlevel expertise without a full-time hire

  • Are navigating significant transactions or strategic decisions

  • Seek a trusted advisor who combines financial acumen with business judgment

  • Value clear communication and collaborative partnership

Whether you're a growing company requiring fractional CFO support, considering a major acquisition or sale, or are seeking an experienced voice at the board level, I provide the strategic financial leadership you need - tailored to your specific situation and delivered with clarity and pragmatism.

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Work with Me

Fractional CFO & COO Services

Transaction Advisory & Strategic Project Support

Financial & Strategic Support for Small Businesses

Board of Directors & Advisory Board Services

  • Iris is an outstanding choice for organizations that are too small to employ a full-time CFO but still want to ensure that their accounting and tax procedures are state-of-the-art.

    Iris quickly came up to speed on the accounting issues present for our particular business and reorganized our chart of accounts to produce meaningful and useful financial statements, which now inform our day-to-day business decisions. She also interfaced with our CPAs and redesigned our data capture process around a challenging accounting matter that needed to be addressed. Iris is very bright, personable, decisive, quick to grasp business issues, extremely efficient with her time, and an outstanding professional who is truly a pleasure to work with. She has made immediate and substantial improvements to our business in a very short time.

    — Jonathan Cohen, Joseph Cohen & Del Vecchio PC | Small Business

  • We brought Iris in to improve the financial and accounting processes and procedures for my small business and she has been an invaluable resource.

    I have known Iris for more than a decade and I trust her implicitly as she has a high ethical standard. In addition to helping us on the financial side, Iris started diving into growth initiatives and became a strategic thought partner to me. I can recommend Iris without reservation to any company or individual. She’s a true gem.

    — Dr. Julia Getzelman, Founder & CEO of GetzWell Personalized Pediatrics | Small Business

  • Iris is a miracle.

    Not only has her patient, clear, super-competent financial guidance removed almost all stress from running my business, she's also helped me to save so much money that it has more than paid for her fee! Highest possible recommendation.

    — Michael T. | Business Owner