Nancy Rumfelt

Captain
DISC Type : DS

Fractional CFO at Beyond Accounting | Fractional CFO

Fort Collins, Colorado, United States

Overview

Nancy Rumfelt is a Fractional CFO who enhances business profitability and efficiency by fixing foundational process issues rather than just focusing on accounting. A Regis University graduate, she creates strategic roadmaps for owner-operators and is described by colleagues as a hardworking asset.

Deeply invested in her community, Nancy serves as an elected Director on the Thompson School District Board. She actively supports local entrepreneurs, recently presenting a workshop on business processes for the "Made In Loveland" event series.

Unique fact: Nancy applies her deep financial and strategic expertise to serve the public as an elected school board official.

Personality Overview

Decisive But Calm

Consummate Professional

Dynamic But Sincere

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Financial Process Improvement
Believes most business number problems are actually process problems, and focuses on fixing those gaps to ensure data can be trusted for decision-making.
Public Education Governance
Serves as an elected Director for the Thompson School District Board, where she helps set policies and priorities for the local school system.
Strategic Business Roadmaps
Helps business owners develop five-year strategic plans and roadmaps to turn their vision for success into a reality, preventing wasted time and money.

Media Appearances

Nancy has no verified media appearances

Work History

2-2025
Fractional CFO at Beyond Accounting | Fractional CFO
11-2023 - 2-2025
Chief Financial Officer at D and I Doors
11-2021
Director, School Board at Thompson School District
10-2021 - 11-2023
Controller at Local Hive™ Honey
1-2019 - 6-2021
Controller at Rocky Mountain Westy, Inc.

Education

2001 - 2003
Bachelor of Science (B.S.) from Regis University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Fort Collins, Colorado, United States Job Level : Leadership Designation : Fractional CFO at Beyond Accounting | Fractional CFO
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Insights For Selling To Nancy

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nancy is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Nancy

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Nancy move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Nancy take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Nancy

Personality Compatibility


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