About Our Founder
Barbara Walsh, Fractional Chief Financial Officer in Raleigh, Wake Forest, All of NC, and Beyond
Barbara Walsh brings more than 30 years of experience in finance, treasury, and operations to her work with small business owners. Her career includes executive leadership roles at global financial institutions including Credit Suisse, JPMorgan Chase, Bank of America, Merrill Lynch, and Morgan Stanley. In these roles, she led global treasury and capital market functions, managed large-scale regulatory and technology initiatives, and built operational frameworks that supported billions in capital.
I founded BW Small Business Consulting to combine what I LOVE to do while serving those that I have strong familial bonds with - SMALL BUSINESS!
Barbara grew up behind the counter in a gift store owned by her family. Inspired by her roots in small business, she chose to leave corporate finance to share her knowledge with entrepreneurs who are building something meaningful, but need expert guidance to take it to the next level. She understands the weight of responsibility that comes with business ownership—the decisions, the risks, and the desire to do right by your team and your vision—and, as a fractional chief financial officer, she offers a calm, structured approach to helping small business owners find clarity and traction.
Certified by the High Performance Institute and the Roger Love Method Certification for Voice Coaches, Barbara combines executive-level strategy with leadership development. She provides both practical tools and mindset support, helping clients implement the systems they need while reconnecting with their purpose. Her coaching and consulting model gives business owners the confidence to take command and control of their financials and operations—so they can grow strategically, sustainably, and with a renewed sense of direction.
Her approach is grounded in faith, service, and decades of experience—and it’s designed to give clients the confidence to lead with purpose and the tools to grow with intention.
I chose to step away from my executive role in banking to pursue mission-driven work that allows me to create a lasting legacy of impact and service as a fractional chief financial officer for small businesses.
Executive Background
Barbara is a seasoned chief financial officer and treasury executive with more than three decades of experience leading global teams and enterprise-wide initiatives at top-tier financial institutions. Her expertise spans liquidity risk management, capital planning, treasury operations, secured financing, and regulatory transformation.
Most recently, Barbara served as Managing Director and Global COO of Treasury at Credit Suisse, where she oversaw financial planning, managed a $20–40 million annual technology investment portfolio, and led the firm’s global human capital strategy for Treasury.
Prior to that, she was the CIB Treasury Chief Financial Officer at JPMorgan Chase, where she played a key role in liquidity forecasting and firmwide initiatives, including funds transfer pricing and secured financing operating models.
At Bank of America Merrill Lynch, she served as COO of Prime Brokerage, focusing on financial oversight, client profitability, and cross-functional alignment.
Earlier in her career, she held leadership roles in global fixed income, structured finance, and investor relations at Merrill Lynch, JPMorgan, and Morgan Stanley.
She achieved the Roger Love Method Certification for Voice Coaches and is also a High Performance Institute certified business coach.
Barbara has been recognized for collaborative leadership, influencing across functions, and delivering high-impact results through strategic alignment and operational excellence.
Let's Start A Conversation
Whether you’re ready to take the next step or simply exploring what’s possible, we’d love to hear from you. Reach out today to schedule a free discovery call!
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