CFO and COO services for educational organizations and nonprofits navigating rapid growth, leadership transitions, and transformation.
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I've spent two decades in finance and operations leadership, first in institutional investing, then across education and the nonprofit sector. I started my career at a leading multi-strategy investment firm, where I spent eight years building teams, recruiting senior leaders, and working on corporate strategy for the CFO.
I found my way to mission-driven work through graduate school and haven't looked back. For the past decade, I've served as CFO and COO for charter school networks and nonprofits, overseeing financial planning, real estate, legal, talent, and operations. I've guided organizations from structural deficits to sustained surpluses, managed complex construction and debt financings, led organizational restructurings, and built the teams and systems needed to support it all.
Today, through Measured Moxie Consulting, I bring that same hands-on leadership to organizations that need experienced financial and operational guidance, whether for a defined engagement or a longer-term partnership.
MBA, The Wharton School (Palmer Scholar) · MPA, Harvard Kennedy School (Kennedy Fellow) · BA, Columbia University
Stepping into senior finance and operations roles during leadership transitions, organizational crises, or periods of rapid change. Providing experienced judgment and steady hands, not just temporary coverage.
Long-range financial planning, budget development, cash flow forecasting, and scenario analysis. Translating financial complexity into clear frameworks for decision-making.
Diagnosing structural financial challenges, building credible recovery plans, and supporting implementation. Balancing urgency with the care these situations require.
Facility acquisition and financing, construction project oversight, debt restructuring, and entity consolidation. Managing the financial and operational complexity of physical growth.
Preparing leadership and finance teams for effective board engagement. Building the materials, narratives, and analytical frameworks that support confident governance.
Structured support for finance leaders stepping into expanded roles. Combining practical finance expertise with coaching on communication, prioritization, and organizational effectiveness.
A sampling of recent and past engagements. Client names are shared with permission.
Leading financial stabilization and team culture rebuild at an innovative research and implementation organization navigating a major government funding disruption. Overseeing financial planning, cash management, grants finance, cost allocation reform, and organizational restructuring across a global footprint.
Served as CFO overseeing finance, legal, talent, and real estate. Guided the organization from annual operating deficits to multi-million-dollar surpluses. Managed $12M in construction financing, facility acquisitions, debt restructuring, and entity consolidation. Built professional teams and systems that consistently achieved clean audits.
Stepped in as interim CFO during a leadership transition. Provided financial and operational continuity while supporting a multi-month search and onboarding process for a permanent CFO.
Provided financial modeling and strategic support to a charter network navigating a merger with another organization while managing enrollment declines, challenging budgets, and authorizer scrutiny.
Financial strategy, modeling, real estate planning, and leadership coaching across charter and independent schools in Boston, Providence, Western Massachusetts, and the San Francisco Bay Area.
Eight years at a leading multi-strategy investment firm, rising to Vice President. Built and led teams across executive recruiting, corporate strategy, and human capital. Managed due diligence on multi-billion-dollar acquisition targets and spearheaded a global organizational restructuring for the CFO.
The organizations I work with are usually at an inflection point. Growth has outpaced infrastructure. A leader has departed. The financial picture has changed faster than the organization has adapted. The board is asking harder questions.
In these moments, what's needed isn't just technical finance skill — it's someone who can step in, build trust quickly, diagnose what's actually happening, and help the organization make sound decisions under pressure.
I bring a hands-on, embedded approach. I work closely with leadership teams, finance staff, and boards — not from the sidelines, but as a working partner. I care about getting the analysis right, but I care just as much about whether the organization can actually act on it.
My background across institutional finance, education, and the nonprofit sector means I understand both the rigor these situations demand and the mission-driven context in which they unfold.
If your organization is navigating a transition and could use experienced leadership and support, I'd welcome the conversation.
asolomon@measuredmoxie.com© 2026 Measured Moxie Consulting™, LLC. Measured Moxie™ is a trademark of Measured Moxie Consulting, LLC.