Ivy Barnes, FMVA
Founder & Principal Financial Strategist
Strategic Finance Experience. Practical Business Solutions.
Led by Ivy Barnes, Founder and Principal Financial Strategist, IAB Financial Strategy brings 12 years of experience across financial planning and analysis, corporate accounting, investment evaluation, capital budgeting, long-range planning, and executive reporting.
Across manufacturing, pharmaceuticals, banking, and financial services, Ivy has partnered with senior leaders, product managers, engineers, and cross-functional teams to evaluate investments, strengthen financial visibility, and inform strategic business decisions.
She brings enterprise-level financial rigor to startups and growing businesses through flexible, project-based support.
-
Ivy’s corporate finance experience includes financial planning and analysis, accounting, investment evaluation, capital budgeting, long-range planning, and executive reporting.
In corporate roles, she developed financial models and evaluation frameworks to support product and strategic investment business cases. She also built forecasts, dashboards, and management reports to help leaders and cross-functional teams assess opportunities, monitor performance, and refine planning assumptions.
As Founder and Principal Financial Strategist of IAB Financial Strategy, Ivy brings that enterprise finance experience to startups and growing businesses through flexible, project-based support.
-
Financial modeling, forecasting, and scenario analysis
Investment evaluation and business-case support
Strategic and long-range planning
Management reporting, dashboards, and KPI analysis
Operational finance, budgeting, and resource planning
Executive financial communication
-
Ivy holds a B.A. in Finance from New Jersey City University
Strategic Finance Experience. Measurable Impact.
These accomplishments reflect Ivy’s corporate professional experience, not IAB client engagements.
$500M+
New-Product Investment Portfolio Evaluation
Evaluated aggregate modeled NPV across 43 opportunities. Personally built or substantially updated 10–20 supporting financial models and designed an evaluation scorecard combining financial, strategic, technical, and risk criteria to support leadership prioritization and milestone reassessment.
$3M–$5M
Strategic Operations Relocation
Served as primary finance model owner for a proposed relocation investment. The analysis estimated $500K–$1M in annual savings; these were projected benefits, not realized results.
$100M+
New-Product Revenue Performance
Established a repeatable vitality framework covering fewer than 25 eligible launches and more than $100M in annual revenue attributed to those new products. Tracked 18% as the measured benchmark and forecast 20% from confirmed future launches. The revenue figure reflects portfolio scale, not incremental gains generated by the analysis.
$5M–$20M
Post-Investment Performance Reviews
Conducted fewer than 10 post-launch reviews of projects with $5M–$20M in projected five-year revenue. Identified a $1M–$5M unfavorable variance in one project, supporting corrective actions and improved future assumptions.
Let’s Start with your goals
