We are a boutique consulting company made up of experienced former banking and finance/IT professionals, driven to helping middle market companies, state governments and mid-cap financial institutions, transform their business processes, reduce costs, and roadmap holistic strategies for improvement. Our purpose is to analyze, optimize and implement best-in-class processes, services and strategies with outside-the-box strategies and top-notch execution.
CTP, CEPA, Founder & CEO
Former Commercial Banking Treasury Management Sales Consultant of 17 years, Certified Treasury Professional (CTP), Certified Purchasing Card Professional (CPCP), Certified CFO Advisory, Certified Exit Planning Advisor (CEPA) and licensed Life Insurance agent.
Experience consulting start-ups to large middle market and publicly-traded domestic & multi-national companies across all industries. Industry expertise in Energy in all sectors (Oil & Gas upstream, midstream, and downstream including retail), Healthcare, Government, Construction/Industrial Services, and Investment Fuds, including Private Equity.
Shelbi Souther is an experienced Business Optimization Consultant having run her own consulting firm that delivers data-driven analytics and automation strategy to support organizations looking to integrate cost savings and efficiency into their operational accounting and supply chain functions. Shelbi previously gained knowledge and experience from a variety of positions within oil & gas operational accounting and supply chain, and values taking a multi-faceted approach to enhancing and automating complex business operations.
Shelbi has been recognized for excelling in solution and strategy implementations resulting in over $10MM annual cost savings and innovating valuable business insights from complex data sources. Shelbi holds a Bachelor of Science in Accounting and a Master of Science in Organizational Psychology and Strategy.