Roy Welch (TL-D20535)
Strategic Finance Consultant
Financial strategy and operations | Budgeting, forecasting & cash flow optimization | Nonprofit financial governance | Executive and board reporting | GAAP/IFRS compliance & scalable systems
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Professional Bio
Roy Welch Jr. is a senior finance and accounting leader with over 15 years of experience supporting consulting, agency, and nonprofit organizations. He specializes in financial operations, budgeting and forecasting, cash flow management, and compliance, with a strong focus on operational efficiency and internal controls. Roy has led finance teams, overseen complex month-end close processes, and delivered clear, actionable financial reporting to executive leadership and boards. He brings more than five years of nonprofit accounting expertise and is known for translating financial data into strategic insights that support sustainable growth.
Skills & Expertise
Financial strategy and operations
budgeting and forecasting
financial modeling
cash flow management and optimization
GAAP and IFRS compliance
nonprofit accounting and financial governance
executive and board-level reporting
internal controls and risk management
revenue recognition
cost optimization and margin analysis
month-end close and financial statement preparation
KPI analysis and performance reporting
financial systems implementation and integration
process improvement and operational efficiency
cross-functional leadership and stakeholder collaboration
Experience
I have over 15 years of professional experience in finance and operations, working across consulting, agency, and nonprofit environments. My roles have required analyzing data, evaluating processes, managing budgets, and supporting leadership with informed decision-making. I regularly draw on real-world business experience to provide thoughtful, practical feedback in discussions.
Education
Bachelors in Accounting
Certifications
QBO Certified Pro