Align CFO was founded in 2025 by Anna Jungclaus. In serving the nonprofit community for 20 years, I realized that there is an impactful set of skills that CFO’s can offer to many small to medium organizations, on a limited basis throughout the year. Depending on where a client is in their growth trajectory, this model can be efficient and beneficial.

The three core pillars of Align CFO’s financial philosophy are:

1. CFO as the guiding partner with executive teams
   Many nonprofit and for profit organizations have a need for high-level CFO expertise. The impact of this work dovetails into strategy and  bridges the work of a controller or finance manager into forward thinking action-provoking concepts. Such work includes assessment of key performance indicators that have already been set, use of dashboards for board members, senior staff, and junior staff- and general conversations around efficiencies for the fiscal and program tasks-aligning with mission and vision.
2. CFO as the internal strategist working with other executive team members and their boards
   Strategy work continues from the work of a CFO outlined above- into mapping and creating metrics within software systems, assessing strategic planning and strategy refresh. We can evaluate current dashboards and board packets, create board trainings,  and educate internal staff on best practice concepts for finance and program teams. Outlining the strategy and vision of the organization is so necessary when all are on the same path to success of mission.
3. CFO as an internal efficiency expert
   This CFO work primarily focuses on the internal teams and assuring that monthly financial statements are communicating the proper fiscal information, internal controls are operational, efficiencies in process and software are incorporated, and that the audit report and other filings will be in order for a successful year. There should be no year-end surprises!

Anna has a background as a CPA in both the for-profit and nonprofit worlds. She has more than 30 years of experience in auditing, finance, and treasury aspects of accounting.

Prior to starting Align CFO, Anna was the Chief Financial Officer at Equal Measure-a professional services nonprofit, specializing in evaluation and capacity building. At Equal Measure, Anna was integral to the organization’s strategic planning, fiscal management, and forecasting-using her financial skills to inform organizational strategy regarding the maintenance of fiscal health within the organization. She continues to maintain successful fiscal partnerships in the Philadelphia region-and nationally. Other responsibilities over her tenure included management of Equal Measure’s financial and human resource systems (payroll, benefits, tax filings, etc.), a growing finance, administrative, and IT team. Included within these areas are-planning and managing the annual audit, communicating out key financial information to the Board, overseeing accounting and project management software migrations, internal accounting controls systems, as well as philanthropic client contracting and financial reporting.

Anna enjoys presenting at CPA conferences and participating in panel discussions and fireside chats with national and regional CPA firms.

Prior to joining Equal Measure in 2011, Anna supported the organization as a consultant through Your Part-Time Controller, LLC. As a YPTC manager, Anna managed nonprofit clients in Philadelphia and Washington, D.C., and helped to manage and grow YPTC’s Washington office. She started her career at PWC and worked in the airline, coal/oil/gas, and chemical industries over the years.

Anna enjoys serving on the board of Bartram’s Garden in Southwest Philadelphia-and loves to travel, hike, sail, ski.