Our commitment to maintaining an entrepreneurial mindset in our actions and decisions to engage with clients and/or business partners is where we thrive. This is foundational to our culture but more importantly presents the largest frontier of optimal outcomes for all parties involved. We believe that the best way to approach the increasingly fast-paced dynamic economic environment and developing technologies is by partnering with likeminded business leaders and organizations. 

We leverage a newer 3rd party strategic business model that enables us to beat our competition with bill rates while maintaining above-market compensation to our 3rd party partners and practitioners. By not having a permanent physical office location, we can leverage that excess margin capacity to provide increased value to our clients while being able to create an inclusive workplace with literal work/life balance. 

We prioritize client service above all else when it comes to our daily client interactions. Our goal is to deliver the highest standard of quality expected in any of our deliverables and projects accompanied by active and concise communication. We constantly strive to improve and learn and thus welcome active dialogue and feedback as our relationship progresses. 

We will make it possible to accommodate desired work arrangements from in-person to remote per client request. 

Integrity, ethics, and acting with a fiduciary mindset is how we go to work each and every day. We strive to provide the utmost quality services and client experience possible, but never lose sight of acting with integrity when it comes to decision making and recommendations for clients. 

Supporting the Offices of the CFO / Financial Executives, Controllership and Investor Relations (both public and private companies) through project-based engagements. 

Private Companies: Specializing in the unique needs of Alternative Investment firms in the Private Equity/Credit, Venture Capital, Commercial Real Estate Investing subsectors with a focus on institutional-class service bringing sophisticated investor reporting and analysis to institutional & individual investor communities. 

Services: Lender Compliance; Capital Structure Analysis; Financial Accounting: closing books prior to engaging the operational stakeholders within the investment asset(s), projects, or properties; partnering with key decision makers and owners of the investment and management company by delivering results (operational and financial dashboards) and analysis to internal stakeholders and external institutional & individual investors. 

Public Companies: Broad experience across the 11 S&P 500 sectors (market caps of $5B to $50B) serving CFOs/CXOs and corporate finance & accounting executives. 

Project experience in Corporate FP&A: Total company budget, forecast, and multi-year outlook through financial models. Corporate Accounting: Process and structural improvements to monthly & quarterly close. Subsequent reporting post-close: Budget-to-actual analysis, reporting to internal stakeholders within operations and finance. Strategic Finance & Treasury: Analysis of capital structure management & risk, strategic partnerships with 3rd party investment banks and commercial lenders, asset allocation, cash flow analysis & cash management. 

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Zephyr Advisory Group

Zephyr Advisory Group's headquarters in Greenwood Village, CO, United States

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