Sarah has been a B2B consultant since 2011 and a Fractional CFO since 2013. Prior to becoming a Fractional CFO, Sarah worked in Boston’s financial industry in traditional Finance roles. She graduated with a B.S. in Finance from the University of Connecticut and became a Financial Analyst at Fidelity Investments. She then worked in private equity for a commercial real estate firm as an Asset Manager overseeing a billion dollar portfolio of assets.

She now lives in New York’s Hudson Valley with her husband and two young daughters and enjoys hiking, biking, yoga, pilates, reading, and spending time with friends.

B.S., Finance, University of Connecticut

2001

Financial Analyst, Fidelity Investments

2001-2004

Asset Manager, TA Associates Realty

2004-2009

Fractional CFO, EssJay, Inc

2011- Present

The Color Commentary

I spent eight years in Boston’s financial industry, I jumped off the corporate cliff, I spent a year as a tango gypsy, and since 2011 I’ve been partnering with CEOs as a Fractional CFO.

2001: I graduated Summa Cum Laude from the University of Connecticut with a B.S. in Finance. I started my career as a Financial Analyst for Fidelity Investments in Boston; this was a classic corporate finance role. I produced multi-dimensional financial reports, implemented activity-based costing, and worked on an M&A team in Paris.

2004: I jumped over to the commercial real estate investment world, working for TA Associates Realty. I started as a Valuation Analyst, appraising hundreds of commercial properties. I became an Asset Manager and held a fiduciary responsibility for a billion-dollar portfolio of assets in three U.S. markets.

2009: My career success came at a high price. I quit my job and set out to travel the world, following my passion for Argentine tango. After an epic journey that lasted a year and a half, I settled in Kingston, NY.

2011: I started EssJay, Inc. because I realized, after years languishing in corporate environments, that I have the restless gritty spirit of an entrepreneur. I wanted to use my Finance background in a way that would have real impact. Running a business takes stamina and resilience. It’s only possible with the right kind of financial leadership and partnership.