Empowering your mission with clarity, confidence, and stronger financial foundations.
Running a Request for Proposal (RFP) for banking and treasury services is one of the most effective ways to reduce costs, improve service, and strengthen your financial operations. But RFPs are complex, time-consuming, and often overwhelming for lean finance teams.
I provide end-to-end RFP support to ensure your process is strategic, efficient, and delivers the right outcome for your organization.
I'll spend focused time (typically 1-2 hours) with each of your key finance groups - Accounts Payable, Accounts Receivable/Revenue Cycle, Accounting, and others as needed - to gain a clear understanding of your current processes, workflows, and friction points.
The outcome is a clear set of observations and a practical roadmap designed to:
- Streamline operations and eliminate inefficiencies
- Solve for your unique process challenges
- Strengthen controls and reduce ri
A comprehensive review of your current banking account structure - with attention to entity setup, audit requirements, and operational needs. I'll deliver practical recommendations to improve visibility, optimize cash concentration, streamline day-to-day operations, and reduce risk.
Can't make heads or tails of your analysis statement, or unsure if you have the best pricing? I will review your current account analysis fees and provide recommendations to optimize your banking services and reduce transactional costs. I bring 20+ years of banking experience and will help your business reduce fees while maintaining an exceptional banking relationship.
Review of your business plan with feedback and recommendations to launch and grow your business.
Approach your career with intention and passion.
Each of us displays a personal brand through our interactions, whether we are intentional or not. Becky will spend 1-2 hours discussing your unique strengths and values as a way to identify and communicate a powerful personal brand to leave a lasting impression.
Learn how to create a powerful resume that is relevant to your desired opportunity that stands out from the crowd.
Prepare to interview for your dream job by practicing interview skills and follow up.
Your clients want what you have to offer. Equip your sales team with an effective strategy for pre-call planning and execution to drives sales without reinventing the wheel for each opportunity. Designed for complex business-to-business sales.
You have something unique to say. Learn the tools and techniques to capture attention and powerfully communicate your story.
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