Novelyn Santos leads the financial analysis and reporting function within Kaplan Consulting’s client engagements. Working behind the scenes, she provides the financial infrastructure that supports the firm’s CFO-level advisory work, including bookkeeping review, financial health assessments, budgeting, and performance reporting. Novelyn’s role ensures that leadership teams in client organizations have clear, accurate, and actionable financial data when they need it. She develops CFO-style reports, tracks key metrics, and works closely with Jon and the broader consulting team to ensure that financial insights are integrated into every engagement from the start. Her precision, reliability, and ability to make complex financial information accessible to non-financial operators make her a valued and essential part of every client relationship.
