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About Us

Meet Allana

Founder & Principal Consultant

Allana is a Strategic Financial Consultant and FP&A Leader who bridges the gap between corporate financial rigor and mission-driven operational needs. She transforms complex data into actionable insights for long-term strategic planning, board-level reporting, and operational efficiency.

Core Expertise

  • Strategic FP&A: Leading enterprise-wide budgeting and forecasting for multi-department operations.

  • Process Automation: Implementing tools that enhance data efficiency and shave weeks off standard corporate budget seasons.

  • Cross-Sector Experience: Optimizing financial health for both Fortune 500 companies and agile nonprofits.


Professional Background

  • Hospitality Industry: Provides high-impact insights for enterprise hospitality operations. Recipient of the Rookie of the Year award from Planful FP&A software in the year of implementation.

  • Energy Utility Sector: Completed a multi-year financial leadership rotation managing SEC filings, monthly earnings projections, and executive Power BI dashboards tracking over 200 ESG metrics.

  • Big Four Accounting: Began her career supporting international tax compliance for over 500 global clients across Southern California and London.


Education & Community Leadership

  • B.S. in Accounting (Magna Cum Laude) – San Diego State University

  • 10+ Years of Community Service: Crisis line volunteer, board member, and treasurer for maternal mental health advocacy. Recognized with a corporate Community Impact Award for mentoring and civic engagement.

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Our Core Values

Rigor Meet Empathy

We couple institutional financial discipline with a deep understanding of human and operational needs.

Radical Transparency

We implement automation and clear reporting so you—and your stakeholders—always know exactly where you stand.

Forward-Looking Strategy

We don’t just count the past; we build predictive models that give you the confidence to make big moves.

Who We Serve

Growing Businesses & Enterprises

You need sophisticated FP&A, clear cash flow forecasting, and automated systems to scale seamlessly. We bring Big Four compliance and enterprise-level financial modeling directly to your leadership team.
 

  • Operational Efficiency & Bottom-Line Optimization

  • Custom Financial Modeling & Predictive Forecasting

Mission-Driven Nonprofits

You need to stretch every dollar, satisfy stringent grant tracking, and present transparent reports to your board. We speak your language and understand how to build robust financials in resource-constrained environments.
 

  • Mission-Critical Budgeting & Scenario Projections

  • Board-Level Report Building & KPI Dashboards

You’re In Good Company

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