
Marjorie Bailey, CPA
Fractional CFO
Marjorie Bailey, CPA, is a Fractional CFO at CFO Share, where she helps technology companies, healthcare and senior living organizations, and nonprofits build the financial discipline to grow profitably. Clients rely on her for forecasting and cash flow planning, audit readiness, board reporting, and building finance teams that deliver timely, accurate numbers.
Marjorie brings more than 30 years of finance leadership to the role. She has served as CFO of Elder Care Alliance, Margaret O’Leary, Inc., and Rainbeau, and as VP of Finance and CFO of Communication Intelligence Corporation. She was also a Partner at Marcum LLP and Corporate Practice Lead at Apex Group, serving Bay Area technology companies. Her experience includes due diligence, IPO preparation, and SEC reporting.
As CFO of Elder Care Alliance, Marjorie led the organization to positive net income in her first year. Her favorite pastime is teaching accounting. She has taught Advanced Accounting and Audit and Attestation at UC Berkeley Extension since 2011 and previously taught in the MBA program at Dominican University of California.
Credentials & Licenses
Certified Public Accountant (CPA), California
Education
B.S. in Accounting, San Jose State University
Industries
Technology, SaaS, and startups
Healthcare services and senior living
Nonprofits
Apparel, consumer products, and e-commerce
Professional services
Manufacturing and real estate
Areas of Expertise
Forecasting, budgeting, and financial modeling
Cash flow management
Audit readiness, internal controls, and GAAP compliance
Board reporting, KPIs, and dashboards
Due diligence, IPO readiness, and SEC reporting
Building and leading finance teams
Process improvement
Risk management and regulatory compliance
Systems
QuickBooks Online
NetSuite
Seamlessly integrated finance to unlock growth.
Want to learn more? Schedule a call to meet with our team.
