Hi, I’m Caroline.

I deliver customized financial solutions to drive sustainable growth to businesses of all sizes.

My Approach

Personalized Strategy

I understand that each client’s financial landscape is unique. I begin with a thorough analysis of your specific needs, goals, and challenges. By tailoring my services to fit your needs, I ensure my strategies are aligned with your vision for the future.

Data-Driven Insights

Leveraging the latest in financial technology and analytics, I provide data-driven insights that empower you to make informed decisions. My expertise allows me to uncover opportunities and mitigate risks, ensuring your business remains agile and resilient.

  • Trust

    Transparent and ethical financial guidance

  • Long-Term Partnership

    Supporting my clients through multiple business cycles

  • Personal Commitment

    Personalized, attentive service from a seasoned financial expert

About Me

Welcome! I'm Caroline Stevenson Buckley. With a passion for finance and a commitment to helping businesses thrive, I bring a wealth of experience and a personalized approach to financial consulting.

My journey in finance began at Southern Methodist University, where I earned a BBA in Finance, a minor in Mathematics and was a member of the Alternative Asset Management program. I started my professional career in oil and gas investment banking, advising companies on complex transactions and corporate initiatives. This role sharpened my strategic mindset and strengthened my attention to detail. I then transitioned to private equity, where I worked in various finance functions for companies ranging from startups to billion-dollar enterprises. These roles allowed me to further develop my FP&A, treasury, and internal accounting skills through hands-on collaboration with these departments.

I've built my career on helping companies navigate complex financial landscapes to achieve their goals. Now based in Texas, I leverage my diverse experience to offer comprehensive financial consulting services tailored to your unique needs.

Outside of work, I am very involved with the Junior League of Dallas and participate in various young professionals groups in the Dallas community. I also dedicate time to the SMU Alternative Asset Management program, supporting and mentoring the next generation of finance professionals.

What sets me apart is my commitment to building lasting relationships with my clients. I believe in the power of trust, transparency, and personalized service.

FAQ

  • I specialize in Financial Planning and Analysis, providing services such as budgeting, forecasting, financial modeling, and strategic financial advice. Additionally, I offer support for strategic initiatives and other financial services tailored to businesses of all sizes. I welcome small and large projects and ensure dedicated, attentive support for all our clients.

    Check out my Services page for more details!

  • I work with any business, from startups to established enterprises! Whether you need budgeting and forecasting support, strategic financial advice, or help implementing growth initiatives, I customize my services to fit your specific needs.

  • Choosing Caroline Buckley Financial Consulting means partnering with a seasoned financial expert who brings a wealth of experience from investment banking and private equity. I tailor my services to your specific needs, offering strategic financial advice, accurate budgeting and forecasting, and growth initiative support. My commitment to trust, transparency, and personalized service ensures you receive the insights and solutions needed to drive your business's success in a complex financial landscape.

  • Contact me through my website or email to schedule a consultation. We'll discuss your specific needs and determine how we can best support your financial goals.

    Click here to schedule a consultation!

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