Team Member

Novelyn Santos

Novelyn Santos leads the financial analysis and reporting function within Kaplan Consulting'sclient engagements. Working behind the scenes, she provides the financial infrastructure thatsupports the firm's CFO-level advisory work, including bookkeeping review, financial healthassessments, budgeting, and performance reporting.Novelyn's role ensures that leadership teams in client organizations have clear, accurate, andactionable financial data when they need it. She develops CFO-style reports, tracks key metrics,and works closely with Jon and the broader consulting team to ensure that financial insights areintegrated into every engagement from the start.Her precision, reliability, and ability to make complex financial information accessible to non-financial operators make her a valued and essential part of every client relationship.

About me

Novelyn Santos leads the financial analysis and reporting function within Kaplan Consulting'sclient engagements. Working behind the scenes, she provides the financial infrastructure thatsupports the firm's CFO-level advisory work, including bookkeeping review, financial healthassessments, budgeting, and performance reporting.Novelyn's role ensures that leadership teams in client organizations have clear, accurate, andactionable financial data when they need it. She develops CFO-style reports, tracks key metrics,and works closely with Jon and the broader consulting team to ensure that financial insights areintegrated into every engagement from the start.Her precision, reliability, and ability to make complex financial information accessible to non-financial operators make her a valued and essential part of every client relationship.

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