Helen Van Ness

Managing Director
18 years CFO experience in the financial services industry
Expert in F&A and management reporting for technology
Focuses on operations of large complex financial institutions
New York
@alvarezmarsal
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Helen Van Ness is a Managing Director with Alvarez & Marsal Corporate Performance Improvement in New York. She specializes in developing and executing strategic growth initiatives and cost efficiency, deal and vendor negotiations, financial planning and analysis, reporting and control, interim leadership, and technology, operations and real estate cost transparency.

Watch: Moving Beyond "Rearview Reporting"

With more than 18 years of experience in interim leadership roles and as a Chief Financial Officer (CFO), Ms. Van Ness is a results-driven financial and accounting executive. Her notable assignments include serving as interim CFO for a newly separated lending company, where she ensured that the separated entity was self-sustaining at the end of the allocated transition period by implementing a new Enterprise Resource Planning (ERP) system and installing a new management team. She also advised the executive management team for a major financial and market data provider, facilitating budget understanding and reviews and rolling out a structured measurement, funding and reporting methodology.   

Ms. Van Ness delivered results on two notable assignments, one for the improvement of a manufacturer’s working capital and another for the optimization and efficiency of a bank’s technology infrastructure.

Prior to joining A&M, Ms. Van Ness was a Managing Director and CFO of Global Operations, Technology and Data organizations with Morgan Stanley. She was responsible for managing a $5.3 billion cost base across all business divisions, and reduced costs by 10 percent over three years and total annual cost . She also served as Director of Technology and Infrastructure Services with Credit Suisse, where she was responsible for global financial management of over $1 billion in annual expenses. 

Ms. Van Ness earned a bachelor’s degree in accounting from Boston College.


Insights By This Professional

What Forward-Thinking Steps Should Companies be Taking Now to See Greater Working Capital Returns in the Future?  
More is expected of today’s Finance Executives. CEOs and Boards increasingly look to CFOs to provide insights from financial data to help them “see around the corner” and make more informed, strategic decisions. Drawing from a combined 20+ CFO stints, Paul Ruh and Helen Van Ness share lessons for how to move beyond “rearview reporting” and drive future success.
Drawing from a combined 20+ CFO stints, Paul Ruh and Helen Van Ness share lessons in this short video for how to move beyond “rearview reporting” and drive future success.
Drawing from a combined 20+ CFO stints, Paul Ruh and Helen Van Ness share lessons in this short video for how to move beyond “rearview reporting” and drive future success.
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