Advisor
Julie Ferraz
Julie Ferraz is a results-driven accounting and finance professional and Advisor at Next Level Now, with extensive experience supporting managed services and security organizations. Her background spans financial operations, corporate FP&A, payroll, and process optimization across technology, nonprofit, and professional services environments.
Areas of Expertise
Julie’s expertise includes financial modeling, budgeting and forecasting, month-end close, accounts receivable optimization, and GAAP-compliant reporting. She is known for driving measurable improvements in cash flow, strengthening internal processes, and leveraging tools such as QuickBooks and Excel to deliver accurate, decision-ready financial insights.
Leadership Approach
Julie leads with a collaborative, detail-oriented approach focused on accuracy, accountability, and continuous improvement. She partners closely with leadership teams to ensure financial operations are efficient, compliant, and aligned with organizational goals.
Recognized for her ability to manage complex transitions and integrations, Julie brings structure and clarity to fast-paced environments. Her leadership style emphasizes mentorship, clear communication, and building scalable financial processes that support sustainable growth.
Education & Certifications
(SLI)
Service Leadership Index
SLIQ
Halo
Excel for Finance:
Building a Three-Statement Operating Model
(FP&A)
Excel for Financial Planning and Analysis
Certified Service Leadership Coach
Let’s Build the Right Financial Strategy Together
Tell us about your business, and we’ll guide you toward the best level of CFO and accounting support tailored to your growth stage.
Choose your starting point today and scale as your company grows.
Our team will reach out to discuss your needs and design a financial plan that works for you.
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