Kari Saylor

Visibility for CPAs & Finance Leaders | Turn Expertise into Promotions, Clients & Influence | Speaker | Coach | CPA

Role
Director of Treasury & Cash Management at Crete United
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kari Saylor

You do excellent work — and still watch others get noticed first.You deliver results — and somehow stay out of the promotion conversation.You’re trusted to do the job — but not always invited to the table.And you’re starting to wonder: Is being good at finance actually enough?Here’s the uncomfortable truth most finance professionals discover too late:Competence alone doesn’t create opportunity. Visibility does.I know this because I lived it.As a CPA who’s worked across public accounting, corporate finance, treasury, leadership development, and talent strategy, I’ve seen the same pattern again and again:brilliant professionals doing incredible work… while louder, less capable people advance simply because they’re seen.That’s not a skills problem.It’s a visibility problem.And it’s exactly what I help solve.I help CPAs and finance professionals go from invisible to influential by using strategic, ethical visibility to create real, measurable growth — in income, access, and career trajectory.Not by becoming louder.Not by performing online.And absolutely not by turning you into an “influencer.”Just smart positioning that turns expertise into opportunity.Because visibility done right creates access.Access creates conversations.And conversations create promotions, clients, and influence.What that growth can look like:• Being recruited for elevated roles• Earning more without working more hours• Attracting higher-quality clients and opportunities• Being seen as a strategic advisor — not just the numbers person• Having real influence where decisions are madeMost people think they need to “post more” to be visible.You don’t.What you need is to be positioned better — on LinkedIn and in the rooms that matter.My approach blends:• CPA-rooted credibility• Real-world finance experience• Leadership development and coaching• Strategic networking (online and in person)• LinkedIn positioning that works like a growth engine — not a digital résuméI work with professionals who are highly capable, highly ethical, and highly frustrated with being overlooked.If you’re ready to stop being quietly excellent and start being strategically visible, you’re in the right place. Send me a DM to start a conversation — or grab my free guide, “10 LinkedIn Wins for Finance Professionals,” in the Featured section for quick, practical steps you can use today.

Experience

  1. Director of Treasury & Cash Management

    Crete United

    Oct 2025 — Present · Charlotte, NC, US

    Lead daily cash management, forecasting, and bank reconciliations across multiple operating entities- Monitor company-wide cash flow and ensure adequate liquidity for business operations and growth- Supervise accounts receivable (AR), accounts payable (AP), collections, and vendor payment processes- Analyze and enhance working capital performance across the organization- Build and maintain banking relationships; oversee all treasury-related banking activity- Establish cash controls and ensure treasury policies are compliant with internal and external standards- Support integration of newly acquired entities into treasury and financial operations- Work with accounting and finance leaders to prepare financial reports and support audits- Collaborate with the CFO and senior leadership team to support strategic financial planning

Education

  • Grand Valley State University

    BBA, Accounting

    2000 — 2004

  • Grand Valley State University

    Masters of Science, Accounting

    2004 — 2005

Skills

  • Ifrs
  • Accounting
  • Financial Analysis
  • Pharmaceutics
  • Internal Audit
  • Us Gaap
  • Internal Controls
  • Real Estate
  • Cpa
  • Forecasting
  • Manufacturing
  • Financial Accounting
  • Non-Profits
  • Financial Reporting
  • Finance
  • Financial Statements
  • Energy
  • External Audit
  • Auditing
  • Sarbanes-Oxley Act

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Kari Saylor — Director of Treasury & Cash Management at Crete United in Charlotte, NC, US | Unifers