New Podcast Episode: How to Use AI to Future-Proof Your Business with Ed Morrissey Watch or Listen Now
All Advisors

Gregory C. Wallis

Virtual CFO
| Connect with Gregory
  • 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

Keep up with Anders

Want to keep up with all the latest insights from Anders? Subscribe and receive the information that matters to you.