What I Do
I lead financial operations for complex, multi-entity organizations. My career
spans Big Four public accounting, fractional CFO and controller services for
companies across healthcare, SaaS, construction, manufacturing, and CPG, and
my current role as Corporate Controller for a vertically integrated real estate
portfolio with 14 subsidiaries and 100+ investors.
My focus areas include capital strategy and deal structuring, ERP implementation
and migration, financial modeling and forecasting, investor relations and
reporting, internal controls, and process automation.
I’ve helped secure over $250 million in combined lending and private equity
relationships and have a track record of driving six-figure annual cost savings
for every organization I work with.
By the Numbers
Assets Under Management
Years of Finance Experience
Lending & PE Relationships Secured
Active Investors Served
About Julie
I’m a licensed CPA and finance executive based in Charlotte, NC. I started my career at PricewaterhouseCoopers, built and exited a successful digital marketing agency, and spent over a decade providing fractional CFO and controller services to companies across multiple industries. Today, I serve as Corporate Controller for Fort + Home Companies, overseeing financial operations across a $200M+ real estate portfolio.
I hold a Master of Professional Accountancy and a Bachelors of Science in Business Administration from West Virginia University. In 2024, I published my first book, Burned: How Business Owners Can Overcome Burnout and Fuel Success (Matt Holt Books).
