Investor-ready financials
P&L ownership, 24-month forecasting, monthly close and reconciliation, and real-time reporting dashboards, so leadership (and investors) can see the business clearly.
Chief of Staff · Finance & Operations
I make growing businesses investor-ready.
I've been the CEO's right hand, owned the P&L, and built the systems that let owners step back. Most recently, I helped position a company to receive multiple acquisition offers.
Open to Chief of Staff & Portfolio Operations roles at investment firms and high-growth companies · Based in Utah
Results, not adjectives
On pace to more than triple annual revenue in six months
Summit Graphics
Growth in annual revenue
Acaydia
Federal compliance record, zero material findings across multiple audits
Acaydia · Title IV
Profit margin (before owner pay)
GainzTrain
Built for sale
Helped position the business to receive multiple acquisition offers through disciplined financial planning, a perfect compliance record, and SOPs that cut staff turnover by two-thirds.
Building sale-readiness now: mapping the infrastructure, hiring and training a general manager, adding recurring revenue, and moving ownership out of day-to-day operations.
Experience across
What I do
I've worked on both sides of the business at the same time: running payroll, AR/AP, and cash flow while also closing leads and owning the client experience. I've made payroll in tight months and decided where every dollar goes. That hands-on start is what makes my strategy practical.
P&L ownership, 24-month forecasting, monthly close and reconciliation, and real-time reporting dashboards, so leadership (and investors) can see the business clearly.
SOPs, AI-built quoting and operations tools, and leadership hires that take the owner out of the day-to-day and make a business run without them.
Chief of Staff to a CEO, a perfect federal compliance record, and a FINRA background from Fidelity. I keep priorities moving and the details airtight.
Featured work · Acaydia
As Chief of Staff and Director of Finance, I was the CEO's right hand at an accredited college and medical spa. I owned the full financial operation, kept a perfect federal compliance record, and built the systems and training that helped the business grow.
Speaking to students and families at Acaydia
"Throughout my career, I have worked alongside high-level professionals from top investment banks and consulting firms, and I would confidently place Marissa's ability to process information and deliver actionable results alongside those individuals."
"She has a rare ability to take a vision and use her own creativity and organizational strengths to bring it full circle."