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Elizabeth has extensive experience working with growing small and mid-sized businesses on accounting and process implementation. Prior to joining forces with Series Next, she ran her own eponymous firm focused on providing financial analysis, business process consulting, and outsourced accounting services. Elizabeth is also COO-Emerita of a boutique investment management firm that manages back-office and accounting services for its corporate clients and private funds, as well as offering custom strategic and operational consulting services.
Elizabeth is originally from Columbia, South Carolina. She moved to New Orleans to attend Tulane University, and graduated with a Bachelor of Science degree in Finance from the A.B. Freeman School of Business.
Nadia has over 20 years of experience in financial reporting, budgeting, controlling, strategic planning, in global organizational structures, both domestically and overseas. She also demonstrates a strong expertise in project management, financial consolidation (IFRS-GAAP) and intercompany reconciliation. Before joining Series Next, she was helping mid-sized European companies with their US based subsidiaries regarding financial reporting.
With roots in Morocco, Nadia grew up in the French countryside and worked for 15 years in Paris before moving to Houston with her family in 2014. She earned an associate degree in Material Sciences and a Master of Sciences in Finance from the University of Orleans, and a post-graduate degree in Corporate Finance from the University of Paris-Saclay.
Nick has diverse financial experience in FP&A, Treasury, Strategic Planning and Mergers & Acquisitions. Beginning his career in Investment Banking and Private Equity, Nick developed strong financial modeling skills to support client relationships for M&A Advisory and capital market transactions.
After transitioning to Corporate Finance, Nick held management positions for multinational publicly-traded companies in the technology, retail and manufacturing sectors. He has experience in cadence financial reporting as well as annual operating plans, long range strategic forecasts and business intelligence activities. In addition, Nick has a proficiency in project finance work, where he been a part of large-scale business transformation initiatives working alongside global consulting firms, such as L.E.K., Boston Consulting Group and McKinsey. In addition to an expertise in identifying opportunities for long-term, profitable growth, Nick is also equipped to oversee risk mitigation activities. As a public company Corporate Treasurer, Nick has executed debt and equity financings, implemented varying cash management tools and reduced exposures through financial derivative and insurance instruments.
Nick is a Certified Treasury Professional (CTP), as well as licensed by FINRA for SIE, Series 57 and 79. He has lived/ worked in New York, London, Singapore, Amsterdam and Boulder, CO and his now based out of his hometown, Buffalo, NY. He has a B.S. in Economics from Siena College, MBA specialized in Finance from University of Buckingham, UK and a Graduate Certificate in Accounting from New York University.
Clifton “Cliff” Worley was previously an Executive Vice President for First Horizon Bank (via merger with IBERIABANK) and most recently lead the execution of the bank’s Paycheck Protection Program (PPP). Under his leadership, First Horizon ranked 21st largest in the Nation by number of PPP loans, having originated over 50,000 loans for $5.8B in principal.
Prior, he was President of IBERIA Civic Impact Partners, the tax credit investing arm of IBERIABANK, which he created and launched in 2016.
He additionally has served as President of IBERIA Capital Partners, an institutional focused broker dealer, as well as a member of the leadership team for IBERIABANK’s New Orleans market.
Cliff is currently on the Dean’s Advisory Counsel for Louisiana State University’s College of Business, is on the Executive Leadership Team for the American Heart Association’s New Orleans Heart Walk and is a Parishioner of St. Catherine of Sienna in Metairie. He served as a Cabinet Member for United Way of Southeast Louisiana’s 2019-2020 campaign and is a previous board member for PlayBuild NOLA as well as St. Matthew’s Church Permanent Endowment Committee. Cliff also was recognized as a member of the 2022 New Orleans Regional Leadership Institute (NORLI) Class, the 2018 Youth Empowerment Project’s 40 Under 40 Cohort, and the 2017 CityBusiness Money Makers Class.
Cliff holds a Masters of Business Administration from Louisiana State University and Series 7, 24, 63, and 79 licenses. He lives in Metairie with his wife, Kate, and their son and daughter.
John has spent nearly his entire career in businesses or business units that are in a growth cycle. He has been on the consulting side and client side, with deepest experience in business intelligence and financial planning and analysis. Immediately prior to founding Series Next, John was the COO of a scaling startup, building its finance, business intelligence, and operations functions, and successfully preparing it for sale.
John was born and raised in New Orleans, though he spent time in Atlanta, Dallas, and Charlotte before settling “back home” in 2009. He earned a Bachelor of Arts in History from Davidson College and a Master of Business Administration from Tulane University.
Kendall is a Fortune 100 and Big Four accounting alumna, and has worked in various roles both domestically and abroad. Her Finance background includes assignments in Venturing and Emerging Brands, Corporate Real Estate, Governance, Capital Management, and Internal Audit.
Kendall spent several years living and working in North Carolina, Georgia, and Germany before settling in New Orleans in 2019. She earned a Bachelor of Arts in Economics and German from Davidson College and a Master of Science in Accountancy from Wake Forest University.
Melissa has a diverse background in bookkeeping and accounting for small businesses. Prior to joining Series Next Solutions, she ran her own bookkeeping business specializing in clean ups, audits and QuickBooks integrations. She is a QuickBooks Online Certified Pro Advisor and is also experienced in payroll, HR and other accounting software programs.
Melissa is originally from San Diego, California. She moved to Arizona to realize home ownership and enjoy many great outdoor activities.
As a Finance Project Specialist at Series Next Solutions, Enrique leverages his expertise in Microsoft Excel and Power Query to build and maintain Financial Projections for SNS’s clients. Originally from Costa Rica, Enrique moved to New Orleans to study at Loyola University. He graduated Magna Cum Laude and received a Bachelor of Business Administration in Finance and Business Analytics.