Built from running the work. Not observing it.
Two leaders with complementary experience across finance, people, operations, and technology.
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Marco Lora
Marco Lora is a Florida CPA with more than fifteen years of experience across financial planning and analysis (FP&A), controllership, accounting, and treasury. His industry experience spans nonprofits, higher education, private equity-backed entities, publicly traded companies, multi-site organizations, private clubs, and community associations.
Throughout his career, Marco has supported organizations with more than $3 billion in total assets and $2 billion in total revenue. His work includes financial reporting and internal controls, budgeting and forecasting, cash-flow planning, treasury oversight, process improvement, and helping leadership teams turn financial information into clear operational decisions.
Leslie Ann Velazquez
Leslie is a strategic operations and human-capital executive with more than twenty years of leadership experience in private clubs and community associations.
Her background includes leading complex day-to-day operations, building and developing teams, overseeing major capital initiatives, strengthening HR structure, and serving in interim executive leadership.
Leslie brings the judgment of an operator who understands that policies, staffing, service, projects, and organizational culture must work together—not simply look complete on paper. She provides leadership and workforce support in both English and Spanish.
The books and the people are never separate for long.
Marco sees the organization through finance, controls, and systems. Leslie sees it through people, operations, and leadership. Together, that gives clients a more complete view of the problem and a more practical path to solving it.