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Carrie Hefner

Carrie Hefner

Fractional CFO | Owner Breakaway Business Advising Franchise in Vancouver, WA, USA

No bio available at this time.

About Carrie

Vancouver, WA, USA
Fractional CFO | Owner Breakaway Business Advising Franchise

Function Experience More information about Function Experience

73% Accounting
20% Finance
7% Operations

Industry Experience More information about Industry Experience

60% Financial Services
27% Healthcare & Medical
7% Professional Services
7% Consumer Products

Commitment Experience More information about Commitment Experience

47% Employee
20% Other
13% Financial Advisor
13% Fractional Executive
7% Business Owner

Accomplishments

Earned QuickBooks Certification Level 2

Fractional CFO
Intuit
May 2026 - Present

Summary

Earned Intuit Bookkeeping Certification

Controller/Bookkeeper
Intuit
May 2026 - Present

Summary

Certified as Fathom Advisor

Fractional CFO
Fathom
June 2025 - Present

Summary

Executed client accounting and tax preparation

Staff Accountant
BREHM, HAVEL & CO., LLP
June 2006 - July 2012

Summary

Earned Xero Advisor Certification

Fractional CFO
Xero
September 2025 - Present

Summary

Assisted with corporate accounting operations

Assistant Controller
Hemex Health, Inc.
May 2022 - August 2023

Summary

Managed operations and HR leadership functions

Operations & HR Manager
Hemex Health, Inc.
May 2024 - August 2025

Summary

Provides fractional CFO, controller, & bookkeeping services

Breakaway Business Advisor | Owner
Breakaway Advising
February 2025 - Present

Summary

Directed financial reporting and accounting systems

Controller
Hooey, LLC
August 2015 - June 2020

Summary

Oversaw accounting and controller operations

Controller
Hemex Health, Inc.
August 2023 - May 2024

Summary

Managed accounting, financial operations, and HR

Controller/HR Manager
Wilco Health Management Companies
June 2020 - May 2022

Summary

Processed commercial loan documentation

Loan Document Specialist
Wells Fargo Commercial Banking
April 2013 - August 2015

Summary

References

Carrie hasn't added any references yet

Experience

Intuit

Financial Reporting

Function: Accounting • Industry: Financial Services • Type: Financial Advisor

Intuit

General Ledger / GL Accounting

Function: Accounting • Industry: Financial Services • Type: Fractional Executive

Fathom

Financial Reporting

Function: Accounting • Industry: Financial Services • Type: Financial Advisor

BREHM, HAVEL & CO., LLP

General Ledger / GL Accounting

Function: Accounting • Industry: Professional Services • Type: Employee

Xero

Financial Reporting

Function: Accounting • Industry: Financial Services • Type: Fractional Executive

Hemex Health, Inc.

General Ledger / GL Accounting

Function: Accounting • Industry: Healthcare & Medical • Type: Employee

Hemex Health, Inc.

Business Operations

Function: Operations • Industry: Healthcare & Medical • Type: Employee

Breakaway Advising

Strategic Finance

Function: Finance • Industry: Financial Services • Type: Business Owner

Hooey, LLC

Management Reporting

Function: Accounting • Industry: Consumer Products • Type: Employee

Hemex Health, Inc.

Financial Reporting

Function: Accounting • Industry: Healthcare & Medical • Type: Employee

Wilco Health Management Companies

Management Reporting

Function: Accounting • Industry: Healthcare & Medical • Type: Employee

Wells Fargo Commercial Banking

Finance Operations

Function: Finance • Industry: Financial Services • Type: Employee

Education

Eastern Washington University

Completed MBA with focus in Accounting , Technical Accounting

2021 - 2022

University of the Incarnate Word

Earned Bachelor of Science in Accounting , General Ledger / GL Accounting

2017

Eastern Washington University

Completed MBA with focus in International Finance , Capital Markets

2021 - 2022