People at Greenleaf Advisory Partners

We help management teams and ownership groups streamline financial processes, optimize technology, reduce costs, project cash flow, restructure departments, and provide timely reporting to support strategic planning. We have served as CFO, COO, and an operating partner to executive teams in both public and private companies in the US and Europe. In 2022, we began to focus specifically on building outsourced, strategic finance functions for professionally funded companies. We provide growth-oriented brands not only FP&A and Controller support, but also CFO leadership, stability, education, and cost-effective, strategic firepower. We believe that we are uniquely suited to provide a high-level of service that other groups cannot. Our background is colored by years spent driving corporate restructures and financial cleanups. We know that our client’s time, energy, and financial resources are valuable. As such, we take great care to design the outsourced finance team and portfolio of models and processes that fit the needs of the business – aligned with each client’s unique risks and opportunities. Though processes and styles at one company might not always be effective at another, our experience has shown us that many businesses have the same issue: they lack visibility into what lies ahead. At Greenleaf, we are analysts at heart. We have a natural curiosity, and this is where we can help. If you lack visibility into any of your portfolio companies, or think they might need deeper strategic finance support, contact us. We would love to talk more about how we can partner with you.

Jimmy Clements, CPA

Founder