Ivy CFO
Our Services
Our Founder
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A seasoned Financial Professional, Keith graduated with a BA in Economics with Honors from Harvard College and received his MBA from Wharton Business School in Finance, where he graduated 1st in his class. Keith has worked at leading Wall Street Private Equity Firms and Investment Banks, including KKR and Bank of America Merrill Lynch. He has served as a CFO for National Diagnostic Solutions LLC and has served as a Fractional CFO for over 100 companies ranging from Fortune 500s to Start-Ups. He'd love to be able to develop a relationship with you and discuss your particular needs further.
Our Founder
Why Hire an Outsourced CFO?
Organizations, at some point in their growth cycle, benefit from senior-level financial leadership and a strategic partner. However, hiring one qualified person full-time for this position can be cost prohibitive.
Ivy League CFO’s outsourced CFO services were created to fill this gap that exists in organizations. Our firm’s approach, along with our team of on-demand CFOs, can help you achieve your goals. We tailor our services to meet your needs, which means you only pay for what you truly need.
Our solutions are scalable to our clients which provides the utmost flexibility, allowing your organization to scale up or down anytime as needed. Whether in person or remotely, our CFOs provide the financial expertise needed to achieve your vision.
Our clients will work primarily with one “lead” CFO from our team who is dedicated to executing the goals we have agreed together are important. That CFO brings not only their prior executive level financial experience, but also our firm’s perfected internal processes and years of experience along with the collective knowledge of our entire team of CFOs. Our proven processes and engagement systems ensure you’ll receive a customized experience tailored to your unique needs.
Your outsourced CFOs objectives will strategically align with your own, free from the challenges or biases that an employee relationship might inherently create. In addition, outsourcing models can serve to help mitigate some risks such as internal controls, fraud, employee retention and relations risk.