After Crowe, Alexa then spent some time working in Internal Audit for Thor Industries, where she obtained her CPA certification. She applied this new skillset to her subsequent position as CFO for Child and Parent Services (CAPS), where she supported the agency by linking their financial and operational performance and by maximizing their grant funding.  Alexa’s most recent position prior to joining Panoramic Strategy was as Controller with Grey Wolf Transportation. She is thrilled to have returned to a role that is steeped in giving back to the community and seeing the individuals and stories behind the numbers. 

When she is not working, Alexa spends time with her two young kids and pets in Elkhart, Indiana. She loves to travel, play music and attend concerts, bake, and be outdoors. On beautiful days, she can be found outside making memories with her family.

Amanda supports nonprofit clients in a range of industries, including civic engagement, empowerment of women, local news, and entrepreneurship. Her CFO services include accounting and financial reporting and analysis, budgeting, and forecasting. As a self-proclaimed “Excel nerd”, Amanda enjoys creating financial models and automating processes. She is particularly adept at analyzing the language of grants and aligning those intricacies with technical accounting regulations. This ensures not only the most accurate reporting and tracking, but also maximizes her clients’ impact by allowing them to fully utilize grant funds. 

Prior to working for Panoramic Strategy, Amanda worked for L Brands in finance, inventory control, and internal auditing. She graduated from the University of Notre Dame with a double major in Accountancy and Spanish Languages and Literatures. Amanda is also pursuing a master’s degree in Latin American Studies from the Ohio State University. She resides in Bexley, Ohio with her family and feels very lucky that her position with Panoramic Strategy has allowed her invaluable time with her three young children and their dog. Amanda loves humans, thought provoking questions, yoga, sunshine, long walks, black coffee, and indy bookstores.

While Amanda has been a bookkeeper throughout her career at two different corporations prior to joining the company, she has particularly enjoyed contributing to and helping to build this layer of Panoramic Strategy. Her support with financial account management allows her clients to enhance their business interactions and focus on the missions and impact they are having in their respective communities.

In addition to Accounts Payable, Accounts Receivable, bank reconciliations, and credit card allocations, Amanda is also supporting her clients with the significant transition from Quickbooks Desktop to Quickbooks Online. She strives to make the process as seamless and accessible as possible for her clients.

Amanda graduated with a Bachelor’s degree in Accounting from Columbus State University. She lives in Upper Arlington outside of Columbus, Ohio with her husband and two sons.

Throughout her career, Beth has refined her expertise in executive coaching, business development, and strategic planning. Her passion for empowering people to be their best selves, to see a future they may not be able to see in a given moment, and to guide them along their journey to realizing their goals emanates from her when she speaks. This is evident in the work she does with her clients at Panoramic Strategy, as well as throughout her career.

Prior to joining Panoramic Strategy, Beth had more than 25 years of leadership experience in a variety of executive positions at KeyCorp, including as President of Key Education Resources, a nation-wide student lender; Executive Vice-President of Strategic Planning; Chief Compliance Officer;  and  Chief Administrative Officer of Key’s Community Bank. In these roles she was known for structuring effective organizations, developing actionable strategies, and both building and leading high performing teams.

In addition to working for Panoramic Strategy, Beth is faculty for McKinsey professional development programs for consultants and partners internationally. She coaches top businesses, non-profit organizations, and University leadership to become better leaders, build  effective teams, and execute successfully on their strategies. Beth is also deeply involved in improving her community, donating her leadership and coaching skills by serving as Board Chair for several boards of directors including multiple nonprofits and foundations.

When she is not working, Beth can be found knitting, exercising, or taking care of her two (soon to be three!) grandchildren. She has three daughters and lives in Cleveland, Ohio with her husband Frank. Beth received her MBA in Finance from Case Western Reserve University, and her Bachelor of Arts in Sociology from Kent State University, and is both a Gestalt Certified Coach as well as an MBTI and CliftonStrengths facilitator.

Colin began his career working for L Brands in their Internal Audit department, followed by corporate financial planning and analysis. His time there included everything from investor relations to Board of Director presentations and brand forecasting. Colin then transitioned to Express, where he had the unique opportunity to build and create their international team. Initially serving as their sole finance resource, Colin built out his team and signed on four additional franchise partners around the world. He then took his talents to Bath and Body Works, where he worked in various roles which included finance, operations, strategy, and analytics and ultimately left the company after serving as a Vice President. Colin’s impact there was transformative as he was responsible for developing and building the Canadian ecommerce solution, in-country fulfillment center, and online storefront that was developed in response to physical stores shuttering nationwide during the Covid-19 pandemic. His next move was into the private equity space where he oversaw a professional education organization with a team of over 500 instructors, operations leaders, school administrators, revenue leaders, and the strategy and innovation team. Colin was able to build a cohesive strategy across 15 brands to provide educational services to real estate professionals across the United States.

Colin also enjoys giving back to the community through service on several nonprofit boards of directors. He has devoted eight years to being Treasurer and Finance Committee Leader for Besa, an organization committed to driving civic engagement, and two years to the Columbus Humane Society by serving on their finance committee. 

When he is not out solving the problems of the world, Colin can be found in the North Georgia mountains where he lives with his partner Austin and their two puppies. An avid art and design enthusiast, Colin also loves to travel, spend time with family, and be at the lake relaxing or wake surfing. Colin is originally from Northwest Ohio and graduated from The Ohio State University with a BSBA in Finance.

Prior to creating Panoramic Strategy, David served in Chief Financial Officer (CFO), finance, and strategy roles at both nonprofits and Fortune 100 companies. David graduated from The Ohio State University with a degree in Accounting. He is also a Certified Public Accountant (CPA). He lives in Columbus, Ohio with his wife Erica and their two girls. When he is not running Panoramic Strategy, he enjoys spending time in nature including hiking and white water rafting, being with his family, and reading nonfiction.

Prior to joining Panoramic Strategy, Eva worked for a real estate developer primarily focusing on increment finance accounting and municipal bond financing. She also worked for Johns Hopkins University as a financial analyst, and finally as a nonprofit consultant for a CPA firm in DC. In each of these roles, she has refined a skill set in working with very large data sets, communicating complex financial information, implementing varied solutions to meet the individualized needs of clients across diverse industries, and accounting software expertise. 

When she is not engaging with and empowering clients, Eva can be found baking, going on walks, and traveling. She is originally from Kenya and now lives in Baltimore, Maryland.

Prior to joining the Panoramic team, Jenna held several roles with L Brands’ Bath & Body Works and Victoria’s Secret as a Manager of Financial Analysis and Strategy, Business Planning and Operations. At Bath & Body Works, she owned the P&L which included spearheading the budget process and coordinating monthly business reviews with executive leaders. One of her primary impacts was helping to drive their marketing analysis by consolidating all marketing sales data into one central database to enable enhanced forecasting and drive business decisions to results. At Victoria’s Secret, Jenna led cross-functional teams as she oversaw the future state annual strategic planning process which strove to cohesively link the strategy of the business with its initiatives. Prior to business school, Jenna began her career in finance and strategy working for PricewaterhouseCoopers in their federal practice and then transitioned to Booz Allen Hamilton where she focused her efforts on government financial consulting.

Jenna earned her MBA from the NYU Stern School of Business, her Master of Accounting from the Ohio State University, and her Bachelor of Science with a major in economics from Davidson University. She volunteered for Ruling Our Experiences (ROX) for several years, serving on their board of directors’ finance committee. She currently lives in Columbus, Ohio with her husband and daughter. When she is not running, she also loves to travel and has visited over 60 countries so far.

Since joining the business in 2022, Katie has supported clients in industries ranging from journalism to social justice and empowerment of young girls. Her clients appreciate her exceptional and thorough communication skills, as well as her ability to help them solve problems and create efficiencies. 

Prior to joining Panoramic Strategy, Katie worked for L Brands where she specialized in inventory financial reporting. Throughout her 12 years with the company, Katie worked in store inventory, distribution center inventory, and production inventory. In addition to managing distribution finances for facilities across the United States, Katie also spent time working in international financial reporting for the global branches of the company. Katie’s financial background also extends to the commercial real estate, construction, and home building industries. She received her Bachelor of Business Administration in Finance from Michigan State University. 

Katie’s analytical and organizational skills extend to her personal life as well, where she and her husband Josh can be found supporting their three children’s basketball, baseball, and equestrian teams. Katie enjoys being outside and hiking with her family, as well as anything that gets her out in nature.

Molly particularly enjoys optimizing procedures and finding ways to improve efficiencies. She is particularly adept at making sure everything she touches is organized and running effectively. Molly is currently working toward her Project Management Certification and is looking forward to utilizing that credential to further her impact on her clients. 

Prior to joining Panoramic Strategy in 2020, Molly worked as an Office Manager for Gross Schechter Day School. She graduated from The Ohio State University with a Bachelor of Arts degree in Film Studies.

When she is not working, Molly enjoys traveling as well as spending time with her family and her dog, Lucy. She is a doting aunt to one nephew and one niece, and is a lifelong Clevelander.

Rita draws from her professional background in Office Management and banking to optimize her successes in her current consulting role. Her attentiveness to detail and her additional work as a Children and Family Director for her church also provide added value to her bookkeeping, accounts payable, and account reconciliation work for her nonprofit clients.

In addition to financial account management, Rita applies her technological prowess to her work with her clients as she supports them with their software transitions from Quickbooks Desktop to Quickbooks Online.

Rita resides in Columbus, Ohio with her husband (who is also her high school sweetheart) and their two year old. She received her Bachelor’s degree in Accounting from Franklin University and a second Bachelor’s degree in Education from Capital University. Rita loves reading and demonstrates her passion for music through singing.

Sindey particularly enjoys working with nonprofit organizations, which she has been able to focus on since joining the company in 2023. As a market researcher, moderator, and facilitator, Sindey helps Panoramic Strategy clients tell and craft their stories. Whether she is running a focus group, writing a survey, or conducting interviews, Sindey’s aptitude for intently listening has led to her success and growth in both market analysis and market research.

Prior to joining Panoramic Strategy, Sindey served as a Senior Project Director for The Melior Group (now part of Peoplemetrics), a market research and consulting firm with an emphasis on the service industries (healthcare, finance, and education) and as an Associate Operations Director for Scott-Levin (now part of IQVIA), a pharmaceutical market research firm.

Born and raised in Philadelphia, Sindey then went to Northeastern (in Boston, not Chicago!) to earn her undergraduate degree in business with a concentration in marketing. She then ventured to Rutgers to earn her MBA, also with a concentration in marketing. Sindey currently resides in the suburbs of Philadelphia with her husband.

When she is not working, Sindey enjoys needlepointing, taking care of her grandchildren, and serving in various leadership capacities in her community including as Past President of her synagogue’s Board of Directors.