Tracey Jackson
Tracey Jackson is a trusted Chief Financial Officer with more than 15 years of experience helping small businesses, nonprofits, and startups achieve financial clarity and long-term growth. As Founder and Principal of TAJ Strategic Consulting Services, LLC, Tracey delivers fractional CFO services tailored to mission-driven organizations seeking sustainable financial foundations, stronger funding opportunities, and strategic confidence.
Her expertise spans compliance, grant funding, financial operations, board reporting, and strategic growth planning. With a proven ability to translate complex financial data into clear, actionable insights, Tracey empowers business leaders to make bold, informed decisions that drive both impact and profitability.
Tracey’s journey began with a passion for helping single mothers feel more confident with money—a mission that grew through two decades of leadership roles in the credit union industry. Over the years, she has hosted financial workshops, guided organizations through complex financial landscapes, and advanced community impact initiatives. Today, she brings that same dedication to small businesses, believing that when entrepreneurs thrive financially, entire communities benefit.
She holds a Master of Science in Finance and Financial Management Services from the University of Maryland Global Campus and a Bachelor of Science in Finance from Morgan State University. Throughout her career, Tracey has served in executive financial leadership roles, including CEO and CFO positions across respected credit unions, where she developed a reputation for financial stewardship, organizational growth, and operational excellence.
At TAJ Strategic, Tracey specializes in financial projections, cash flow analysis, strategic planning, board-ready financial storytelling, and investment strategy. Her approach blends technical expertise with a heart for service, ensuring that every client not only gains clarity in their numbers but also confidence in their financial decisions.
With over 500 professional connections and an active voice in the finance community, Tracey continues to share insights on compliance, cash flow, and strategic growth. Whether guiding a nonprofit through grant readiness or helping a small business break through a profit plateau, Tracey is committed to being a partner in financial clarity, confidence, and growth.
• Morgan State University - BS
• University of Maryland University College - MS
What do you attribute your success to?
I attribute my success to my mentor, Bert, who was my first CEO. He believed in me and showed me what true leadership looks like. I also worked my way up from intern to CEO, and that journey taught me the value of resilience, determination, and hard work.
What advice would you give to young women entering your industry?
The best advice I can give to young women entering the industry is to always fine-tune your craft. No matter how experienced you become, there’s always room to learn, grow, and sharpen your skills. Mastery comes with dedication and a willingness to evolve.
What values are most important to you in your work and personal life?
On a personal and professional level, I value balance. I enjoy cooking, baking, and spending quality time with my family. Those moments keep me grounded, bring me joy, and remind me why I work so hard.