Azul CFOs & Advisors

About

From our Founder:

“I founded Azul Advisors to help companies become the best version of themselves. I live for partnering with people with whom I share trust and values and as we learn together, we develop clean-fitting, effective solutions to complex problems.”

Remarkable outcomes can be achieved by treating people with respect, communicating with candor, and by setting and managing expectations effectively.

Azul CFOs & Advisors is a growing business, and we want to be here for a good long time. We are driven to be better today than yesterday. Our integrity is measured by how well we honor our promises to our clients: prioritize and advise in their best interest, be transparent (tough news first), and relentlessly drive towards the right answer while doing the right thing.

Our approach is built on our core beliefs:

Growth and excellence thrive when individuals feel safe in expressing their honest thoughts and ideas.

Ivan brings a wealth of experience and expertise in the field of finance, having held notable leadership positions in several renowned organizations across Big 4, Fortune 500, Private Equity portfolio companies, and major global private enterprises. Ivan has served as CFO to startups, delivered M&A advisory services, and has led large global teams across five continents, covering all aspects of strategic & commercial finance, accounting, tax, and treasury. Ivan has also served as part of a global executive committee which implemented an ERP across 36 countries.

We cut through the noise, accelerate strategy execution, and increase the returns. Together we rise.

Status Quo

Private companies risk losing billions of dollars in untapped value.

Leveraging the Big 4, Fortune 500, and private equity experience of our team.

• A seasoned, effective CFO must be both strategic and operational, serving as a thought partner to the CEO and other executives, while implementing the systems and processes to help a company get to the next stage.

• Many private companies are missing out on the value creation driven by a premier, seasoned CFO.

Partnering for Your Success

We believe that each company has a unique style & spirit and deserves bespoke, clean-fitting, and effective solutions. We guide you through the financial transformation process.

We Partner

We partner with you to develop those solutions and ensure they are well integrated into the business for the long run

plan that adapts

We create a unique growth plan that adapts with your company

Solutions

Our solutions are data-driven and motivated by measurable results

Innovate

We constantly innovate, bringing you the best in effective and timely finance strategies

Why

We are a premium boutique advisory firm, and we serve as partner and financial coach to owners and executives to help them achieve their strategic objectives.

By guiding companies to become financially resilient and grow profitably, we create value benefiting owners, employees, and other stakeholders.

Our secret sauce is our perspective.

- We leverage our lessons learned from our prior executive
leadership roles.

- Objectively and efficiently review the business, Identify sources of friction and opportunities for value creation.

Our experience and credentials

- Decades of global finance leadership experience at Big 4, Fortune 500, and Private Equity .

- CPA, CFE, CVGA, CM&AA

Focus on common sense, cost-effective solutions

- Develop effective solutions aligned with business enterprise strategy and partner with stakeholders in implementing the solution.

- The investment is a fraction of what a full-time executive of a similar caliber would cost, and the ROI is massive.

At Azul CFOs & Advisors, we believe in the power of your vision

Our mission is to illuminate the path to your financial success, placing you firmly at the helm of your journey. With a blend of strategic insight and bespoke advisory services, we guide you to navigate the complexities of finance with confidence and clarity.

Marion Keller, MBA Director

Marion contributes a diverse set of experiences and specialties in both finance and communications, with experience in planning and analysis, reporting and coordination in energy and environmental spaces and communications and media relations across industries including health care, hospitality, and financial services. Her educational background includes a BA in Government from Harvard College and an MBA from Rice University, both with honors.

Marion spent a decade in media as a newswire and Web reporter for Bloomberg and as a public relations professional for one of Houston’s top firms, representing companies including Landry’s and H-E-B. Transitioning from financial media to finance, Marion worked in the Controller’s division of ExxonMobil for more than 10 years overseeing business analysis in reporting in multiple functions. She’s a collaborative team player delivering results in alignment with diverse stakeholder priorities.

Contact

Your vision, our strategy. Together, we elevate your financial journey to new heights. You’re the star; we’re your guiding light.

313 Lilac St Suite 1B, Houston, TX 77009

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Privacy Statement

Your privacy is important to us. The information you provide will be used solely for the purpose of responding to your inquiry and will not be shared with any third parties without your consent.

Strategic Advisory & Fractional CFO Services