Michelle Morris-Penn

Dynamic and results-driven finance professional with a proven track record of leadership and strategic problem-solving. Adept at streamlining operations, optimizing costs, improving processes, and ensuring on-time project delivery. A collaborative leader with a hands-on approach, strong work ethic, and a proactive mindset, dedicated to achieving organizational goals. Bringing over 30 years of expertise in financial accounting, auditing, and system implementations—primarily within the financial services industry.

As a Family Office Professional, Michelle builds relationships with high net-worth individuals and family offices, helping them to manage their finances and households, organize their book-keeping with monthly financial reporting, to achieve an improved lifestyle. Additionally, experienced in working with non-profit organizations, helping them streamline financial processes, develop timely budgets and financial statements, and maintain compliance with grant reporting requirements. Certifications for QuickBooks ProAdvisor, Xero Advisor, Bill.com Expert.

Core Competencies -  Financial Statement & Budget Preparation  Strategic Planning, Execution & Management  Internal / External Audit Liaisons  Facilities & Fixed asset management  Project Management  Human Resource Administration  Team Building & Leadership