Jeffrey Urich, Fmva® Email & Phone Number

As a Director of Finance with over 15 years of experience, I specialize in driving financial integrity, streamlining operations, and implementing technology-driven solutions to enhance organizational efficiency. My expertise spans diverse industries, including high-growth companies and nonprofit organizations, where I’ve consistently transformed financial processes, optimized resource allocation, and delivered strategic insights to support growth and sustainability. My career has been built on my ability to elevate the finance function and deliver meaningful financial insight to support strategic decision-making.Recently serving as the Director of Finance at Modera Wealth Management, I oversaw all firm-wide financial operations for a Top 100 Registered Investment Advisory (RIA) firm, across 17 locations. My role focused on providing strategic financial leadership that enhanced profitability, drove process improvement, and leveraged technology to streamline operations. I successfully led post-acquisition financial integrations, reduced operating costs, and implemented a rolling three-statement projection model to improve financial forecasting. Additionally, my leadership was instrumental in transforming the payroll system, improving corporate spend management, and delivering measurable financial impact.With a deep passion for mentorship, I focus on empowering teams by fostering a culture of continuous learning and professional development. I believe that strong financial leadership is more than managing numbers – it’s about building the capacity of people to make informed, data-driven decisions that contribute to long-term financial health.My core areas of expertise include:✔Strategic Financial Planning & Forecasting✔Mergers & Acquisitions✔Cash Flow Management & Expense Reduction✔Technology Implementation & Process Optimization✔Leadership Development & Stakeholder Engagement✔Tax Compliance & Audit OversightIn addition, I have successfully managed financial operations for nonprofit entities, including the Native Village of Kluti-Kaah and Calvary Mission, where I implemented financial systems, increased donations, and restored financial integrity after significant challenges.