Finance and analytics support for small businesses and nonprofits.
Budgets, forecasts and reporting you can plan around, from someone who has built them at Chevron, Cisco and Apple.
About
I'm Justin Albright, a finance professional based in Santa Cruz with 15+ years across corporate finance, real estate investment and data analytics. I managed Chevron's tax credit partnership investments, directed development budgets up to $15M at Habitat for Humanity Greater San Francisco, and worked in data analytics at Cisco and Apple. Albright Advisory brings that experience to organizations that need finance and data help without a full finance team.
Services
Budgeting & Forecasting
Annual budgets, cash flow forecasts and scenario models that show how pricing, cost and volume changes move the plan.
Reporting & Dashboards
Excel and Tableau reporting that replaces manual tracking, with data checks that keep the numbers accurate as new data comes in.
Vendor & Contract Review
A clear read on vendor agreements and contract terms against scope and budget, with variances flagged early.
How I work
Start with a conversation.
We talk through the decisions you need to make and the data you already have.
Build the model or report.
I set it up in tools your team already uses, usually Excel or Tableau.
Hand it over.
You get the working file, a short walkthrough and a process your team can keep running.
Let's talk.
Tell me a little about your organization and what you need, and I'll get back to you. You can also find me on LinkedIn.