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.