TEAM

Alexandra Chen

Managing Partner & Founder

Alexandra founded Northcast Financial to help finance leaders turn sound financial strategy into results that last. She works closely with CFOs, chief executives and boards on the capital decisions that shape the next decade of their business.

Clients value her calm, direct style and her habit of staying involved long after the plan is agreed. She leads our largest client relationships and sets the standard for how the firm works.

Marcus Vance ›

LET’S TALK

Let’s work on what comes next.

Tell us about your financial goals and we will show you how we can help you reach them.

Prefer email?

hello@northcastfinancial.com

FAQS

Frequently Asked Questions

Everything you need to know about working with Northcast Financial.

What types of organizations do you work with?

We advise ambitious organizations across industries, from founder-led businesses to large enterprises in banking, insurance, asset management, healthcare and industrials. Most clients are finance leaders facing a significant decision about capital, risk or performance.

How does an engagement work?

We begin with a short financial diagnostic to understand your situation and agree the questions that matter most. We then build a clear plan, work alongside your finance team to carry it out, and track results against agreed targets.

What makes Northcast Financial different?

We are partner-led and deliberately small. Senior advisors do the work, we stay practical, and we measure ourselves by the financial outcomes you achieve, not the volume of reports we produce.

Will you work with our internal team?

Yes. We embed with your finance and leadership teams, transfer models and tools as we go, and leave your people able to sustain the improvements after we step back.

How long does it take to see results?

A diagnostic typically takes three to four weeks. Most clients see early gains in cash, cost or reporting quality within the first quarter, with deeper structural improvements building over the following months.

Still have questions?

GET IN TOUCH

Let’s talk about your next move.