EXECUTIVE CAPABILITY STATEMENT
Kontab Advisory
Strategic Executive Financial Management Partner for Organizational Stewardship
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.
Through our proprietary Integrated Financial Infrastructure™ methodology, we unify accounting, bookkeeping, reporting, budgeting, forecasting, treasury management, internal controls, financial operations, and CFO leadership—integrating capabilities commonly provided through separate outsourced accounting, controller services, CFO advisory, and financial operations consulting providers into a single, ongoing executive partnership. Rather than delivering fractional, hourly, or project-based services, our engagements progress through three structured stages: Financial Infrastructure Diagnostic, Financial Infrastructure Alignment, and Financial Infrastructure Oversight. Through this integrated approach, we evaluate organizational requirements, align financial systems and responsibilities, and sustain the financial operating environment required for reliable decision-making, accountable governance, and operational continuity.
We partner with organizations across industries—including nonprofits, associations, foundations, government entities, contractors, and corporations—seeking stronger financial stewardship or navigating growth, leadership transitions, complex funding, evolving requirements, and distributed operations.
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.
Funding & Contractual Accountability
Financial management practices aligned with applicable funding restrictions, contractual requirements, and organizational obligations.
Internal Controls & Authorization
Financial performance analysis, executive reporting, board-level financial information, and decision support.
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.
Operations | Resource Transparency
Transaction & Treasury Management
Accounts payable, accounts receivable, transaction processing, cash management, and treasury workflows.
Financial Management Infrastructure
Integration of reporting, governance, and operations into a sustainable organizational system.
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.
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
Resource Transparency
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.
DIFFERENTIATOR
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 financial management connects daily financial execution with leadership decisions, governance accountability, 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 partnership with direct executive access, structured coordination, and weekly leadership meetings.
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.
EXECUTIVE PARTNERSHIP
Corporate Information
Firm Name: Kontab Advisory
Professional Category: Strategic Executive Financial Management Consultancy
Proprietary Methodology: 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
NAICS: 541611 | 541219
UEI: TGV3TAXNVVH3
CAGE: 25UX9