Cheryl A. Heller Email & Phone Number

Washington, DC, US

Southington, Connecticut, US

Clipper Ship Ventures is a private equity firm targeting emerging growth companies in the financial and business services sectors, and technology solutions for those sectors. Clipper Ship's principals work with high potential companies that are leveraging technology to solve business problems for their customers. Clipper Ship brings its expertise and.

Gaithersburg, MD, US

• Pillar One Consulting provides strategic Finance and Human Resources solutions. We offer support to companies interested in increasing effectiveness and efficiency in their financial management and HR practices. Pillar.
• Fractional CFO for an algae and biofilm control solutions company
• Fractional CFO and strategic advisor for a growth and impact agency
• Fractional CFO and strategic advisor for a modular home builder in the hospitality industry
• Strategic advisor for an SDVOSB consulting firm in CFO organization transformations
• Fractional CFO for a death tech start-up

Mastermind Mentorship for Accelerated Business Growth - An exclusive, expert-led community, built to transform business strategy through expertise, experience and personalized insights. Strategic Board Collective is your Board of Advisors. With every cohort, the Strategic Board Collective generates new ideas to build, grow, market, expand and diversify.

Community wealth planning app providing NextGen platform linking Community Banks, Affinity groups, or Individuals to investment partners for investment management, trust accounts, and services to manage generational wealth transfer. Download our app, Hive Wealth.www.hivewealth.com

Arlington, Virginia, US

Red Five’s mission is to ensure bad things don’t happen to good people. We provide our clients world class solutions for privacy, security, and resiliency. We proactively and professionally solve our clients’ problems in a timely, ethical, and effective manner.www.red5security.com

Hatch & Co Consulting is a collaborative of experienced business owners & consultants who've been there, done that and have a passion to help others do the same.www.hatchandco.co

Tomu, Inc. (“Tomu”) was launched in 2020 to address emerging trends in traveler preferences and disrupt the hotel development and ownership model. Tomu aims to create a more sustainable future for travel and hospitality using innovations in modular building to make hotels more efficient to construct, less wasteful to operate, and more accessible to own..

New York, NY, US

Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top-down.

VA 22102, US

iRevü micro-feedback performance management solution helps customers save money, improve productivity, and protect the organization by providing near-immediate, documented performance feedback to employees. By adapting traditional HR practices to meet the high-frequency, high-feedback needs of the millennial generation, iRevü enables organizations to.

Falls Church, Virginia, US

The Leadership Foundry is a signature program of Women in Technology (WIT) to prepare executive women for positions as corporate board directors. The gender diversity gap on boards in the Washington, D.C. area is greater than that of the nation. Our aim is to make a difference by assisting women with the necessary information and tools; providing.

Mclean, VA, US

Developed culture strategy aligned with corporate mission and overall business strategy. Implemented a variety of pilots to test aspects of culture and change management. Created and managed plan to scale initiatives to change culture around how teams worked together and how organization rewarded, retained, and developed associates. Oversaw three.

Mclean, VA, US

Oversaw three associates directly and eight associates indirectly on financial analysis and strategy development, as well as process and project management. Established rigorous road-mapping and financial reconciliation routines to ensure cross-functional coordination and achievement of objectives. Prepared board- and executive committee-level.

Mclean, VA, US

Served as strategic financial advisor to head of the retail and direct bank. Managed monthly, quarterly, and annual financial processes. Directly led four associates and indirectly led 50 associates on financial analysis, strategy development, and process and project management. - Oversaw long-term financial planning process in conjunction with business.

Mclean, VA, US

Led team of 60 retail and direct bank executives through transformation to new operating model, including developing executive accountabilities, modifying decision rights, redefining initiative prioritization process and establishing annual planning process. Developed decision-making framework for use by accountable executives across organization.- Led.

Mclean, VA, US

Oversaw Retail Bank operations and central finance teams. Created and maintained overall cost discipline within Retail Bank. Established and maintained sustainable and well-managed governance processes for Retail Bank. Directly managed four associates and indirectly managed 30 associates on financial analysis, strategy development, and process and project.

Mclean, VA, US

Managed overall operational strategy for commercial and retail banks. Developed, maintained, and monitored operations customer experience metrics, goals and strategy, including acquisition integration. Oversaw prioritization function for large, complex, and cross-functional initiatives. Performed chief of staff duties for head of bank operations. Led four.

Mclean, VA, US

Developed strategies to achieve three-year goals, including sales and service transformation, self-service migration, and cost and revenue goals, as well as customer problem resolution. Maintained and monitored operations customer experience metrics, goals and strategy. Developed and implemented customer experience integration and conversion strategy..

Mclean, VA, US

Led implementation of division-wide business strategy transformation that focused on consumer segment and bank-wide customer experience. Managed overall transformation roadmap. Oversaw up to five associates directly on strategy development, process implementation, and project management.- Delivered and executed on comprehensive cross-segment implementation.

Mclean, VA, US

Oversaw operational integration for acquisition of $15 billion retail bank, including managing budget of $200 million and portfolio of 125 projects. Led implementation strategy for bank-wide conversion event that encompassed brand and core systems conversion and focused on service recovery and high-value customer experience planning and execution. Led.

Mclean, VA, US

Executed on vendor contract negotiations for $100 million core information technology system replacement, including development of negotiation strategy and coordination between contract work stream and eight technical work streams.

Mclean, VA, US

Prepared and delivered presentations to senior management on approach for varioustax issues and recommendation for tax structure and philosophy. Prepared tax returns.

GB

Prepared individual, partnership, and corporate tax returns. Provided tax consulting advice to real estate firms and non-profit institutions. Researched and developed tax position papers for a variety of clients.

Hartford, Connecticut, US

Developed and executed on audits of internal controls within various divisions of company. Supported annual financial statement audit, working in conjunction with KPMG.

Ms, Taxation

Bsba, Accounting