FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
MEET OUR SHERPA

Rachel Watson

  • CFO
  • Greater Toledo

Over 30 years of experience in finance and accounting, including investor relations and capital markets, financial analysis and reporting, cash flow forecasting, benchmarking and budgeting. Experience includes research focused on new markets, problem-solving, and proactive risk management strategies, with strong written and verbal communication skills. Experience in the Real Estate, Health Care, Senior Housing, Skilled Nursing, Medical Office, Manufacturing and Engineering Services Industries.

Before FocusCFO

Prior to Focus CFO, Rachel served as a strategic resource within the Finance team of a public real estate investment trust, focused on risk management, reporting, benchmarking, communications and strategic growth. Her research, problem-solving, and communications skills were in demand on a daily basis to advise both internal and external stakeholders. Prior to real estate, Rachel worked in finance and accounting in the glass manufacturing industry and for an engineering services and specialty manufacturing firm.

    Other Interests

    • What was your favorite vacation?  Visiting the Christmas market in Nuremburg and touring all around the city. Beautiful views, incredible food, and lots of culture, art and history!
    • What did you want to be when you grew up?  A teacher -- but I've loved my career in finance! I've become a life-long continuous learner with a passion for communications, mentorship and continued personal growth.
    • What is at the top of your "bucket list"?  A trip to Switzerland! I enjoy travel and exploring new places and have particularly enjoyed going to other countries and immersing myself in new cultures.

What attracted you
to FocusCFO?

Almost half of all US wages are generated by small businesses -- a huge market of creative, talented, and hard-working entrepreneurs. I started my career working for a small, family-owned business and remember keenly the associated joys and challenges. I was fascinated with the Focus CFO model of a seasoned and experienced CFO embedded within small business to work shoulder to shoulder, remove obstacles, solve problems, and create value. I'm excited to guide, to learn, to teach, to research, to network, to problem-solve and to GROW with the business owners in Northwest Ohio!

Curated insights by Rachel Watson