As they say, “Life is change. Growth is optional. Choose wisely.” At Kaplan CFO Solutions, we are motivated by our expanding and diverse team. Our newest Engagement Partner, Isabel Lancaster, contributes a wealth of multifaceted experience, with more than 25 years spent in financial audits, accounting, strategy, and team management experience.
Experienced Fractional CFO for Non-Profits, Education, Healthcare, Manufacturing and Family Offices
With 25+ years of CFO, consultancy and financial audit expertise, Isabel has provided CFO solutions for educational, non-profit, healthcare, and professional industries across the southeast. From building accounting teams to implementing strategic initiatives, Isabel is a force to be reckoned with. Proven professionalism in leading financial teams, preparing multi-million-dollar budgets, mergers and acquisitions, executing strategic plans, accompanied with family office leadership, it’s safe to say she’s “been there, done that” when it comes to professional finances.
Since taking her first senior level financial position in 1998, as Director of Accounting for a local non-profit hospital in Miami, FL., Isabel has compiled an impressive resume that includes a range of private and public sector experience. As CFO at MBF Healthcare Partners, a healthcare-based private equity firm and single-family office in Coral Gables, FL., Isabel managed a portfolio that included over $100 million in real estate property management holdings and more than 30 legal entities. She has also served as Corporate Controller for Interval International, a $400 million publicly-traded travel and leisure services provider, managing the global finances for operations in the US, Europe, Asia, Latin America, Mexico and Mid-East.
In 2017, Isabel returned to her professional roots, helping smaller businesses in South Florida thrive in an age of corporate expansion. As Founder and President of Trigen Advisory Corp., she provided outsourced CFO services to businesses in the healthcare, non-profit education and professional services sectors.
In July 2021, Isabel, her husband and daughter left South Florida for the peacefulness of the western North Carolina mountains. It just made sense that she would continue her journey with Kaplan CFO. She joined the firm in January 2023.
“I enjoy connecting with people in a meaningful way. That’s a big part of what Kaplan CFO is about. I am looking forward to being an integral part of that and helping our clients achieve their goals and potential,”
—Isabel Lancaster
