EXECUTIVE CAPABILITY STATEMENT

Kontab Advisory

A Strategic Executive Financial Management Partner for Organizational Stewardship

CORPORATE OVERVIEW

Integrity By Design, Excellence By Standard

Kontab Advisory is a strategic executive financial management consultancy providing remote, full-service financial management to organizations across industries, scale, and borders. We unify accounting, bookkeeping, controller oversight, financial operations, and CFO leadership into a single executive partnership.

Through our proprietary Integrated Financial Infrastructure™ methodology, we evaluate organizational requirements, align financial systems, responsibilities, and controls, and sustain the financial environment through ongoing executive oversight. This integrated approach connects financial execution with reliable reporting, accountable governance, and operational continuity.

CORE COMPETENCIES & CAPABILITIES

Integrated Financial Infrastructure™

Kontab Advisory delivers integrated financial management across three interdependent functions:

Reporting

Decision Intelligence.

Financial Accounting & Reporting
Transaction recording, reconciliations, financial close management, financial statement preparation, and management reporting.

Executive & Board Reporting
Financial performance analysis, executive reporting, board-level financial information, and decision support.

Budgeting & Forecasting
Budget development, financial forecasting, scenario analysis, and forward-looking financial planning.

Cash Flow & Treasury Reporting
Cash-flow forecasting, liquidity analysis, and financial resource visibility.

Governance

Accountable Oversight.

Controller & Executive Financial Oversight
Financial integrity, management accountability, reporting discipline, and executive financial leadership.

Internal Controls & Authorization
Approval structures, authorization thresholds, segregation of duties, and financial control procedures.

Audit Readiness & Coordination
Maintenance of supporting schedules, reconciliations, and documentation; coordination with independent external auditors.

Tax Preparation & Coordination
Tax preparation integrated into ongoing client engagements, including coordination with client-designated tax professionals when appropriate.

Funding & Contractual Accountability
Financial management practices aligned with applicable funding restrictions, contractual requirements, and organizational obligations.

Operations

Coordinated Execution & Continuity.

Transaction & Treasury Management
Accounts payable, accounts receivable, transaction processing, cash management, and treasury workflows.

Financial Workflow Integration
Standardization of processes, documentation of responsibilities, and coordination across financial functions.

Systems Evaluation & Alignment
Evaluation of existing financial technology, system requirements, data integrity, and workflow compatibility.

Operational Continuity
Reduction of personnel dependency, manual workarounds, fragmented processes, and coordination gaps.

Financial Management Infrastructure
Integration of reporting, governance, and operations into a sustainable organizational system.

THE KONTAB DIFFERENCE

Establishing Financial Infrastructure That Keeps Pace With Organizational Requirements

Executive Partnership


Unified Accountability
One executive partnership provides unified accountability across financial execution, reporting, governance, and operations.

Continuity of Leadership
Ongoing executive oversight connects daily financial activity with leadership decisions and operational continuity.

Infrastructure-First Methodology
Workflows, systems, controls, and responsibilities are evaluated and aligned before introducing technology changes or process automation.

Engagement Pathway


Integrated Financial Infrastructure™ progresses through three interconnected stages:

Financial Infrastructure Diagnostic
Evaluates the existing financial environment against organizational requirements, identifies structural gaps, and establishes objective recommendations.

Financial Infrastructure Alignment
Aligns financial workflows, systems, responsibilities, and internal controls based on verified diagnostic findings.

Financial Infrastructure Oversight
Sustains the financial environment through ongoing strategic executive financial management and oversight.

Commercial Terms


Preliminary Assessment
Optional, complimentary Financial Infrastructure Awareness assessment.

Pricing
Ongoing engagements start at $5,000 per month, with investment determined by verified organizational requirements.

Initial Discussion
Complimentary Financial Infrastructure Discussion, up to 60 minutes.

Commercial Structure
Full-service, non-hourly engagements without predetermined packages or fractional time allocations.

Scope Determination
Diagnostic findings establish verified requirements and inform engagement scope.

Delivery Model
Remote executive partnership with direct executive access, structured coordination, and leadership meetings at least once per week.

Institutional Credentials & Boundaries


Executive Leadership
Founded by Syndia Alexandre, drawing on more than 15 years of executive financial management experience and over $100 million in financial oversight.

Professional Boundaries
Kontab Advisory provides strategic executive financial management and audit-readiness support but does not perform independent financial statement audits.

Operating Experience
Nonprofit, corporate, technology, education, and public accounting environments, including multi-entity, multi-program, multi-source-funded, distributed, and transitional operations.

Institutional Identifiers

  • NAICS: 541611 | 541219

  • UEI: TGV3TAXNVVH3

  • CAGE: 25UX9

Organizations Served
Corporations, nonprofits, associations, foundations, government entities, and government contractors across industries, scale, and borders.

CORPORATE INFORMATION

Firm Name: Kontab Advisory

Professional Category: Strategic Executive Financial Management Consultancy

Proprietary Framework: Integrated Financial Infrastructure™

Guiding Principle: Infrastructure maturity precedes scalability.

Founder & CEO: Syndia Alexandre

Headquarters: Maryland, United States

Delivery: Remote | Global Engagement

Website: https://www.kontabadvisory.com