Sandy Petty is a trusted advisor to company presidents and is known for her ability to build financial infrastructures and high-performing teams. She brings over 30 years of accounting and finance experience, having served companies in every growth stage: from startups to companies experiencing exponential growth, to fortune companies. She is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), and is an Advanced Certified QuickBooks Online ProAdvisor. She is also certified in Human Resources with her SHRM-CP and PHR.
Sandy is the Chief Financial Officer and Managing Partner of Executive Financial Partners, LLC, a virtual boutique accounting firm primarily serving women-owned businesses with revenues in the $1M-$5M range.
Industry Specialization: Financial Services, Banking, Asset Management, Investments, Professional Services, Hospitality, Construction, Retail, Not-for-profit, Utilities, Airport
Technology: NetSuite, Oracle, SAP, Adaptive, QuickBooks, Teammate, Salesforce, Hyperion, various…
Relevant Experience:
Financial Executive
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- Executive Financial Partners, LLC – Chief Financial Officer and Managing Partner
- FleetCor Technologies, Inc. – Interim VP Revenue Manager: revenue recognition and year-end
- Visikard, Inc. – Chief Financial Officer: financial infrastructure – payments vertical
- Fifth Third Bank – VP Audit Technical Senior Manager: advised on audit strategy-all lines of business
- Herndon Capital Management – Director/CFO: set up the financial infrastructure (people, process, procedures, systems & reporting) & led Finance for this $10B AUM institutional investment firm
- Balentine – Controller: set up financial infrastructure for this startup wealth management $1B AUM firm
- Caribbean Financial Group (Wells Fargo Foreign Financial Division sold to Bear Stearns and newly formed Portfolio Company) – Chief Accounting Officer/Controller
- RGP – Consultant: Mellon United National Bank/Private Wealth & Banking, Ocwen Financial, Regions Bank, American Savings Bank
- Executive Financial Partners, LLC – Chief Financial Officer and Managing Partner
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External Audit:
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- RSM –Audit Manager: responsible for the audit of all South Florida Financial Services clients
- Deloitte –Audit Supervisor
- Coopers & Lybrand –Audit Senior Associate
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Internal Audit:
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- Fifth Third Bank – Internal Audit Technical Accounting SME – VP Audit Technical Senior Manager
- RGP – Consultant: Internal Audit SOX remediation, SOX404 Documentation
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Education & Certifications: BBA Accounting, Hofstra University, Hempstead, NY, MBA Finance (summa cum laude) St. John’s University, Queens, NY, Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Professional in Human Resources (PHR), Society for Human Resource Management Certified Professional (SHRM-CP)