Where Strategy Meets Execution - and Purpose Ignites Growth
Finance advisory for Founders and CEOs, plus leadership guidance for women and executives
Empowering Women and Founders Beyond the Numbers
Our Mission
Alongside corporate advisory work, Stephanie empowers women 40+ and mission-driven founders to lead with clarity, integrity, and courage — building real wealth without losing themselves or their values. Through speaking, coaching, and upcoming content, Stephanie helps leaders reclaim their financial power and voice so they can thrive on their own terms.
- “Upcoming Podcast: Financial Power Without Shame”
- “Speaking Topics: Financial Clarity for Women 40+, Leading with Heart, Scaling Without Burnout”
- “Book in progress: The Power of Enough: Wealth and Wisdom Beyond the Numbers”
About Stephanie
With over 25 years as a corporate finance executive and former CFO, I’ve helped founders and CEOs transform financial strategy into growth, resilience, and legacy. From leading turnarounds and driving M&A exits to building high-performing teams, my passion has always been more than numbers — it’s about empowering people to build lives and businesses they truly believe in.
After decades at the top of the corporate finance world, I realized that true wealth is not just about financial statements but about impact, freedom, and the courage to lead with integrity.
Today, through Batista Jackson Advisory Group, I support organizations with hands-on strategic finance leadership. At the same time, I empower women and mission-driven founders to reclaim their financial power and step fully into their potential — without sacrificing themselves or what matters most.
Whether I’m advising a boardroom or mentoring a new generation of leaders, my mission is the same: to help you turn strategy into action, and ambition into real, lasting impact.
Testimonials
Transform Your Business with Batista Jackson Advisory Group
Partnering with Batista Jackson Advisory Group was a game-changer for our company. Their team brought a rare combination of strategic insight and operational precision that allowed us to not only prepare for a sale but position ourselves as an exceptional investment opportunity. From refining our financial reporting and optimizing performance metrics to helping shape the narrative for prospective investors, they were deeply involved in every detail—without ever losing sight of the big picture. Thanks to their expertise, we successfully completed a sale to a top-tier private equity firm. I cannot overstate the impact they had on this pivotal moment for SEARCH.
— Anne Stokes, President, SEARCH
Contact us
Let's Transform Your Strategy into Action
At Batista Jackson Advisory Group, we partner with growth-focused founders, CEOs, and private equity-backed companies to deliver strategic finance leadership that drives results. Whether you're preparing for an exit, restructuring for resilience, or scaling confidently, we're here to help you turn your vision into measurable outcomes.
