Kate Lewis

VP of Client Services @STR8 FINANCIALS CONSULTING

Raleigh, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2025 — Present

VP of Client Services @STR8 FINANCIALS CONSULTING

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Raleigh-Durham-Chapel Hill, NC, US

I work with small to medium sized businesses that are navigating financial complexities and preparing for financial transactions. We help businesses get ready for what’s next — whether that’s an acquisition, a capital investment, or managing rapid growth.Str8 is your dedicated partner in financial and accounting services, offering tailored solutions that provide financial clarity, streamline processes, and optimize financial performance. With our team of finance and accounting experts in the U.S. and Latin America markets, we provide the guidance and strategic resources needed to drive business growth and financial success. Let\'s take your business to the next level.

EDUCATION

N/A

Ithaca College

Bachelor of Science - BS, Applied Psychology

SKILLS

Customer Relationship Management (Crm)Software Development Life Cycle (Sdlc)Technical RecruitingConsultingManagement ConsultingB2bRelationship ManagementBusiness DevelopmentRelationship MarketingAccount ManagementSourcingCrmSales OperationsProfessional ServicesDirect SalesProgram ManagementSdlcSalesManage Client RelationshipsLeadershipSales ManagementHR ConsultingTrainingNew Business DevelopmentRecruitingIT Project & Program ManagementHuman ResourcesProject ManagementCoachingBusiness-to-Business (B2b)

ABOUT KATE LEWIS

Across my 3 companies, I specialize in solving growth-stage challenges with trusted talent, fractional expertise, and strategic advisory—always aligned to your goals, budget, and timeline.As a founder/entrepreneur, I thrive on connecting thought-leaders and professionals to drive innovation. Through my vast network of trusted partnerships, I enable growing companies to access flexible innovative solutions. I excel in guiding businesses through their challenges by leveraging technology and talent to amplify their goals. Known as the premier connector of technology talent and business partners in RTP, NC, and beyond.🟣 Connections Consulting Partners – Direct hire recruiting focused on technical, sales and leadership talent🟠 FractionalTalent – Helping SMB Business Owners optimize their operations leveraging a flexible blend of AI, Technology, and Operations consulting solutions.🟢 Str8 Financial Consulting – Strategic finance and accounting advisory for investment readiness and exit planningThink of me as the center of a wheel, with access to a variety of people and solutions from 3 different business lines and from a vast trusted partner network. I lead sales, client delivery, and growth across all four companies—partnering with executives to deliver creative, right-sized solutions through a trusted ecosystem of expert consultants and partners.Whether you need to scale your team, streamline operations, adopt new technologies, prepare for acquisition, or build leadership capacity, I can connect you to the right resources at the right price. My model is outcomes-focused, built on relationships, and designed for speed, flexibility, and trust. I help executives solve their business challenges with flexible fast customized solutions for quick wins and measurable outcomes that align with their goals, budget, and timeline restrictions. I’ve built a reputation on being a connector of people to opportunities and of companies to vetted talent. I am focused on being a trusted reliable consultative business partner, to help growing companies achieve successful scaled growth.

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Kate Lewis — VP of Client Services at STR8 FINANCIALS CONSULTING in Raleigh, NC, US | Unifers