Katie Ralston

As a Strategic Finance Associate at Embarc Advisors, Katie provides clients with actionable financial insights that support strategic decision-making and sustainable growth. Her work centers on financial modeling, KPI tracking, and profitability analysis, ultimately helping companies tell clearer, more comprehensive stories about their financial performance.

Prior to joining Embarc Advisors, she spent more than five years developing a broad foundation in Corporate Finance and FP&A. Throughout Katie’s career, she has built expertise in reporting, analytics, and strategic insight generation, including leading reporting overhauls designed to improve efficiency, accuracy, and financial visibility.

Katie brings experience across several industries, including media, ad-tech, technology (Amazon), and financial services (MUFG).

She holds a Bachelor of Arts degree from Rutgers University.

Based in Nashville, Tennessee, Katie is actively involved in community service through his church and charitable organizations such as Dream Streets. Outside of work, she pursues her passion for health and fitness through Muay Thai and Pilates.