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. 

Accounting

AI/ML

Analytics

Assistive Technology

Automation

Aviation & Aerospace

Blockchain

Business Development

Business Intelligence

Commercial Real Estate

Community & Lifestyle

Construction

Consulting

Consumer Services

Consumer Software

Credit

Cryptocurrency

Cyber Security

Data Center

EdTech

Emerging Markets

Energy

Engineering

Enterprise Software

Family

Film

Finance

FinTech

Food & Beverage

Freight

Government

Health & Wellness

Hedge Funds

Hotels & Hospitality

Human Resources

Humanitarian

Incubators

Industrial

Information Technology

Infrastructure

Intellectual Property

Investment Management

IT Services

Legal Tech

Logistics & Supply Chain

Manufacturing

Materials

Media & Entertainment

Medical Devices

Military

Mining

Music

National Security

Natural Resources

News & Journalism

Non Profit

Nuclear

Nursing & Residential Care

Outsourcing

Payments

Personal Finance

Platforms

Privacy

Professional Networking

Professional Services

Real Estate

Renewable Energy

Rental & Vacation Property

Research

Restaurants

Retirement

Risk & Compliance

Security

Semiconductor

Software

Software Engineering

Space

Staffing & Recruiting

Storage

Streaming

Support Services

Technology

Telecommunications

Trading & Exchanges

Travel & Leisure

Venture Capital

Wireless

Computer Hardware

Small & Medium Businesses

Zephyr Advisory Group

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

Alexander Moore

Zephyr Advisory Group

Org chart

Teams

Offices

Similar companies