Financial Data Management Completed Efficiently and with Integrity.
Navigate your finances.
Elizabeth "Liz" M. McKersie has over 25 years of experience in the
financial industry with expertise in reorganizing and streamlining operations while strengthening
financial performance to ensure a business's growth. In addition to her success in implementing
process improvements and developing organizational solutions that positively impact the bottom
line, she has
proven expertise in:
In 2003 Liz began working as an independent Financial Operations Consultant
and has been
recognized for instituting productivity improvement initiatives
and new project management
processes, in addition to establishing business
and financial operations for small to medium
sized business clients in a variety
of industries such as:
Liz also effectively works with client accountants in maintaining accurate
reporting and tax
filing and serves as an expert liaison for banks, brokerage
firms, attorneys and outside
accountants. As a QuickBooks ProAdvisor, she
manages general ledgers and accounting systems,
produces cost report and
forecasting models. In all her work Liz strives to provide expert
advice
to meet the financial needs of her clients.
Liz received her MBA from Simmons College Graduate School of Management
in Boston, MA and her BS in Consumer Economics from Cornell University in
Ithaca, NY. She
honed her professional expertise in finance by working for
Osterweis Capital Management,
Custom Diversification, Palo Alto Investors,
Marin Capital Partners, LP and Conifer Securities.
Aside from her financial services, Liz is a true gourmand with a Certificate
in
Culinary Arts from Tante Marie's Cooking School, San Francisco. Liz lives in
Arlington, MA.