Geneve Huxley, Cpa Email and Phone Number
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𝑰 𝒍𝒐𝒗𝒆 𝒔𝒐𝒍𝒗𝒊𝒏𝒈 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒎𝒚𝒔𝒕𝒆𝒓𝒊𝒆𝒔.Doug wanted to know 𝒊𝒇/𝒘𝒉𝒆𝒏 he could 𝒉𝒊𝒓𝒆 𝒂𝒏𝒐𝒕𝒉𝒆𝒓 𝒆𝒎𝒑𝒍𝒐𝒚𝒆𝒆. He was frustrated and struggled with highly sporadic revenue and expenses. He wanted help with budgeting & forecasting. Together, we found the best way to handle these situations, & we charted a new path forward. We also implemented it together and he has better insight & control over his business financially.Do you have a financial mystery that needs untangling?Are you:▶️ Unable to sort through your financial details & unsure where your Company is?▶️ Mystified by disparate puzzle pieces and wanting a magic financial decoder?▶️ At a critical growth point and you need your next move to be the right one?▶️ Looking for guidance to tease out the right financial information for your business decisions?I can help you take a step back, sort through details & convert them into a system that works for you as you guide your organization's bigger vision. The right numbers can reveal what is possible, and when.As your Fractional CFO, I can advise you on a regular basis to sort through what is happening financially, create the right systems to get you where you want to be, and keep you focused on your bigger vision. Your business will be empowered to take effective action. You’ll have 20+ years of financial experience on your team.Book a meeting to discuss your financial frustrations – https://genevehuxley.as.me/IMServing on Boards is also a passion where I’ve worked to ensure strong CEO succession, facilitated smooth transitions of CPA firms, and served on Audit, Finance & Budget Committees. I’ve been solving financial mysteries since I was a kid when my parents would hand me the bill at a restaurant and have me check the math. I started balancing a check register in the 4th grade. When I’m not interpreting numbers, I love to travel internationally with family – Panama Canal, Hong Kong, Europe; I can wiggle my ears and I have been known to dress as a unicorn on Halloween. Business Growth | Streamlining Operations | Risk Mitigation | Governance | Process Improvement | Financial Maps | Financial Interpretation | Cost-Benefit Analysis | Automation | Financial Strategy Execution
Huxley Cpa Consulting, Llc
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Founder And CeoHuxley Cpa Consulting, LlcFort Collins, Co, Us
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Board MemberPrivate Directors Association® Apr 2023 - PresentFrankfort, Il, UsBoard Member on Colorado Chapter of the Private Directors Association. Chair of the Sponsorship Committee. -
Founder & CeoHuxley Cpa Consulting, Llc 2018 - PresentI’m an expert in corporate finance who can bring you the clarity you need for businesses with annual revenue of over $500k. As your outsourced/fractional CFO, I can help you with:✔️ Cash flow analysis & improvement✔️ Diagnosing problems and implementing solutions✔️ Creating or optimizing collection systems and billing management✔️ Positioning your company well for loans and investors✔️ Break-even/cost analysis for a specific product/service✔️ Forecasting & financial modeling✔️ BudgetingFor larger companies (annual revenue over $50 million), I cut through the burdensome, manual tasks to automate and optimize your critical processes. I’m also an expert in:🔹 Augmenting your executive-level capacity when your existing CFO or Controller is overwhelmed with work🔹 Preparing your company for an audit🔹 Special projects
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Board MemberBoard Member: Geneve Huxley, Cpa 2015 - Present𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑮𝒐𝒗𝒆𝒓𝒏𝒂𝒏𝒄𝒆 ~ 𝑮𝒓𝒐𝒘𝒕𝒉 ~ 𝑺𝒕𝒓𝒆𝒂𝒎𝒍𝒊𝒏𝒊𝒏𝒈 𝑶𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔Expertise as a Board Member and qualified financial expert on three Boards: 1️⃣ Finance Committee Chair of Northern Colorado’s NPR station ($5M in revenues), where I drove financial dialogue and oversight. During my tenure, I collaborated with a team to ensure a strong CEO succession and facilitated a CPA firm transition. Term 2015 - 2021.2️⃣ NoCo Humane Board ($32M in assets), serving on the Finance Committee. Vice Chair of the Board for 2022, and Chair in 2023. Term 2019 - Current. 3️⃣ Adventure West Council of the Boy Scouts of America ($12M in assets), filling key roles in their Audit, Finance, and Budget Committees. Term 2020 - 2022.Does your Board need extensive experience in strategic planning and organizational development for private companies focused on growth, streamlining operations, risk mitigation, and financial governance? As a C-Suite Officer, Adviser, and Board Member, I have more than 20 years of success in accounting and financial services. I have managed investment and accounting departments at three endowments with assets up to $1.5 billion. As Controller of an investment management company ($16M in revenues), I wrote a ground-breaking Anti-Money Laundering Audit Program when industry guidance did not yet exist. -
Board Member (Vice Chair 2022-2023; Board Chair 2023-2024)Noco Humane Dec 2019 - PresentLoveland, Co, UsDelivering Board value as a qualified financial expert, and a member of the Finance Committee. Vice Chair of the Board April 2022-March 2023, and Chairman of the Board April 2023 - March 2024. -
Board MemberAdventure West Council, Bsa Jan 2020 - Dec 2022Greeley, Colorado, UsDelivering Board value as their qualified financial expert. Member of the Budget Committee and Audit Committee. -
Board Member (2015-2021) & Finance Committee Chair (2018-2021)Kunc And The Colorado Sound Sep 2015 - Sep 2021Greeley, Co, UsDelivering Board value as their financial expert and CPA. Member of the Finance Committee for 3 years, and Chair of the Finance Committee for 3 years. -
Chief Financial Officer And TreasurerColorado State University Foundation 2016 - 2018Fort Collins, Colorado, UsStrategic partner & advisor to the CEO and Board for this non-profit foundation with $160M in annual revenue. Oversight of $580 million in assets through management of virtually all departments, including investments, operations, information technology and human resources.- Successfully completed transition to new investment consultants, including reallocation of 50% of the investment portfolio, distributed across more than 45 traditional and alternative asset managers- Directed update for complex Access-Excel linked internal investment reporting due to new consultant- Developed $16M cash management policy to balance operational cash flows & maximize market exposure- Recommended policy changes to increase operational flexibility and retain key employees -
Board Of Directors Member & TreasurerColorado Episcopal Service Corps Jan 2013 - Jan 2016Denver, Co, UsSmall non-profit founded in 2013 and modeled after Americorps. Young adults live together in community and volunteer at local non-profits in exchange for room & board plus a small stipend for one year. I established the financial policies & records of the company in its inaugural year as their financial expert on the Board. -
Director Of Investment AccountingUniversity Of Colorado Foundation 2016 - 2016Denver, Colorado, UsLead all aspects of tracking and reconciling $1.5 billion of investments and related endowments, including managing vendor relationships with investment consulting and custodial firms for this non-profit foundation.- Co-leader of major efficiency project implementing Fundriver, a cloud-based software to manage and track investment activity, distributions, and fees for more than 2,500 endowments- Recommend updates to investment related policies and ensure compliance- Prepare investment schedules and reports for: management, professional surveys, audit, and tax return -
Assistant Treasurer & ControllerUnc Foundation 2011 - 2016Greeley, Co, UsCore member of the leadership team, advising on all major financial strategies & objectives. Oversee & manage the accounting department for this non-profit Foundation with assets valued at more than $120 million.- Prepare and present quarterly financial reports and annual budget & forecast at Board of Directors meetings, providing valuable insight on pivotal changes- Optimize closing processes & Board analysis requests by utilizing my expertise in Excel - Establish & enhance internal controls by ensuring effective implementation and consistent compliance- Key member of gift acceptance committee evaluating the practicality of donor intent- Oversee management of investments including coordination with external consulting firm and quarterly earnings allocations to more than 450 endowments- Redesigned chart of accounts enabling accurate automatic net asset classification on financial statements, creating significant year-end closing efficiencies & greater policy compliance throughout the year- Oversight, management, training and development of up to four staff -
Accounting ManagerRogue Wave Software 2009 - 2011Louisville, Co, UsPromoted after only one year at this rapidly growing software company with worldwide revenue of $45 million. Responsible for comprehensive bank and board reporting as well as the majority of closing procedures for venture capital owned company with two domestic and nine foreign subsidiaries. - Reviewed & approved monthly financial reports for two domestic and nine foreign subsidiaries, including currency translations - Forecast cash flow which assisted in timing of new acquisitions- Supervised and provided guidance to three staff accountants - Responsible for accounting system conversion, including chart of accounts redesign (with product delineation), and splitting one set of books into 11 separate entities using data from a variety of sources- Internal leader for deferred revenue software module implementation & reconciliation for 11 companies- Primary liaison for annual financial audit and semi-annual bank loan audits -
Sr. Investment Accounting AnalystGreat-West Life 2008 - 2009Greenwood Village, Co, UsDerivatives and impaired securities specialist in the investment division of a publicly reporting insurance company with invested assets totaling $20 billion.- Discovered $400 million error in investment section of cash flow statement due to gross up of investment purchases and sales on inter-company transfers - Calculated income and mark to market fair values on swaps, futures, and other complex derivatives- Provided extensive analysis of securities using Access database queries and pivot tables to determine presence of other than temporary impairment and record write-downs- Responsible for all derivative and impaired securities disclosures in the 10-K and 10-Q reports- Researched, documented, and ensured compliance with new accounting guidance, including significant changes to derivative disclosures in 2009 -
Vp, ControllerBailard, Inc. 2001 - 2008Foster City, Ca, UsPromoted from Assistant Controller in 2004. Full general ledger responsibility for this privately-held investment advisory firm with $2 billion in assets under management. Recognized as Most Outstanding Employee in 2004 by colleagues.- Responsible for all monthly and annual closing procedures: Booked common stock and dividend transactions; Calculated stock compensation expense for time-based and performance-based restricted stock as well as grants for put options; Compiled quarterly results, analyses, and forecasts for Board of Directors reporting; Facilitated and managed auditors and tax return preparers annually- Strengthened procedures for monthly closing entries and audit trail- Created and performed internal Anti-Money Laundering Program audit, as required by the Patriot Act- Supervised record-keeping for six private equity funds: Discovered fund administrator error, preventing a $1.5 million loss; Reviewed, corrected, and approved financial statements and partner allocations monthly, ensuring compliance with limited partnership agreements- Developed structure for asset classification and client reporting for new portfolio management program -
Senior Accountant, Audit Dept.Frank, Rimerman & Co. 1997 - 2001Palo Alto, California, UsPromoted annually at this large regional CPA firm. Supervised and performed audits and reviews of domestic and international private companies with revenues from $200K to $130 million.- Gained broad experience in a variety of industries, including: venture capital funds, food manufacturers, non-profit organizations, publishing & local media companies, insurance, research & development stage companies, real estate brokers, private schools, computer hardware and software companies, internet and computer start-ups, and service providers- Responsible for all aspects of the audit, including: performing and documenting audit procedures and results; drafting financial statements, footnotes, and opinion reports- Trained & supervised staff, reviewed & evaluated their work
Geneve Huxley, Cpa Skills
Geneve Huxley, Cpa Education Details
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University Of California, Santa CruzTransferred To Ucsb -
Uc Santa BarbaraBusiness Economics With An Emphasis In Accounting
Frequently Asked Questions about Geneve Huxley, Cpa
What company does Geneve Huxley, Cpa work for?
Geneve Huxley, Cpa works for Huxley Cpa Consulting, Llc
What is Geneve Huxley, Cpa's role at the current company?
Geneve Huxley, Cpa's current role is Founder and CEO.
What is Geneve Huxley, Cpa's email address?
Geneve Huxley, Cpa's email address is gm****@****ail.com
What schools did Geneve Huxley, Cpa attend?
Geneve Huxley, Cpa attended University Of California, Santa Cruz, Uc Santa Barbara.
What are some of Geneve Huxley, Cpa's interests?
Geneve Huxley, Cpa has interest in Social Services.
What skills is Geneve Huxley, Cpa known for?
Geneve Huxley, Cpa has skills like Accounting, Gaap, Team Development, Management, Financial Analysis, Budgets, Analysis, Team Management, Business Strategy, Strategic Leadership, Microsoft Excel, Financial Statements.
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