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Judy Soules

Client Service CFO

Judy Soules is a creative and high-energy finance professional with 25+ years of demonstrated success in operational effectiveness, budget management, multi-level personnel management, and financial information analysis and communication.

 

Judy brings senior-level experience to our banking clients, including fiscal analysis, cash management, revenue and expense forecasts, balance sheet management, budget preparation, variance analysis, developing and improving accounting practices, preparation of monthly financials, project management, capital, and strategic planning, and mergers and acquisitions.

Judy has her Bachelor’s Degree in Mathematics and Finance and a Graduate Certificate from the Graduate School of Banking at Colorado. Judy also has her Credit Union Enterprise Risk Management Expert (CUERME) Certification.  
 

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Community Banks & Credit Unions

As a finance and accounting outsourcing (FAO) service provider, we work with community banks and credit unions to provide needed expertise for both ongoing staffing needs and specific financial projects.

Services include:

 

  • Skilled banking CFOs and accounting staff who can step in during a staff transition.
     

  • Top-tier, part-time expertise to prepare for CECL, firm up stress scenarios, complete the Call Report or run analytics on the loan portfolio.
     

  • Objective, third-party financial reviews of the loan portfolio and deposit analytics.
     

  • Assessments of accounting operations, controls, policies and procedures, and staffing with detailed, actionable board-ready recommendations.
     

  • Skilled audit preparation teams that understand the banking and credit union regulatory environment and reporting requirements. 

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