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Gregory C. Wallis
Virtual CFO
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Specialties
- Treasury and Capital Management
- General Accounting
- Process Improvement
- Internal and External Financial Reporting
- Budgeting and Forecasting
- Taxation
- Data Mining and Analytics
- Financial Analysis
- Business Process Improvement
Professional Profile
Over the past few decades, Greg has spent his career gaining experience as an executive financial officer in a number of different industries. As a result, Greg has familiarity with a variety of ownership structures and regulatory environments. In his current role as a Virtual CFO, he assists clients by taking care of their financial needs and leaving them more time to develop and prosper. Greg loves the challenge of helping clients find innovative ways to find pathways to profitability and operational effectiveness. He is particularly invested in spending time to learn and understand the operations of his clients’ businesses, which ultimately manifests as results reported in the financial statements.
Joined the firm in 2021
Education and Certifications
- B.S., Economics, DePauw University, Greencastle, IN
Community Leadership
- Arts Council of Indianapolis
- Chairperson
- Edison School of the Arts
- Treasurer
- Any Given Child – Indianapolis
- Governing Council
