Mandi Nance

About Mandi Nance

I am a finance leader with over a decade of experience helping organizations make smarter decisions, navigate change, and grow with confidence. I currently serve in a Personal CFO capacity, partnering closely with families, executives, and business owners to provide strategic financial oversight across investments, cash flow, tax coordination, and long term planning.Previously, I served as Director of FP & A, where I led enterprise planning and strategic decision support, partnering across functions and geographies to turn complex data into clear, actionable insight. That role sharpened my ability to connect strategy, operations, and outcomes, skills I now apply in a more hands on, highly customized way as a PCFO.I bring a blend of financial rigor, operational perspective, and practical judgment to every engagement. Whether designing financial systems that truly support decision making, coordinating across advisors, or helping clients see the story behind the numbers, my goal is to bring clarity, alignment, and calm to complex financial environments.

Experience

1. Director Personal CFO Services

   Pathstone

   Jul 2025 — Present · Atlanta, GA, US

Education

• University of Alabama, Manderson Graduate School of Business

  Masters, Accounting

  2010 — 2011

• The University of Alabama

  Bachelors, Accounting

  2006 — 2010

Skills

• Tax
• Auditing
• Accounting
• Corporate Tax
• Financial Reporting
• Financial Analysis
• Quickbooks
• Cpa
• Gaap
• Income Tax
• Us Gaap
• Financial Accounting
• Internal Controls
• Tax Preparation
• Tax Returns