Agile Advisors is committed to providing flexible financial services to small and mid-sized businesses. Our mission is simple: To support your growing, dynamic business with quality accounting services, when and as much as needed.
Founded by CEO Sue Mulligan, Agile Advisors has its roots on a soccer field, of all places. The former CFO of a venture capital firm, Sue had retired to focus on raising her children, but couldn’t completely leave her passion behind. What started as Sue working with and advising other parents later grew into a full-fledged firm. Now, the woman-owned business includes a dynamic team of individuals, many who reentered the workforce after taking time to put family first.
Our expert senior accountants, controllers, CFOs, and tax specialists often bring a completely different -and valuable- mindset to clients. We help define your needs, develop a strategy, and implement it, so you can focus on your company’s growth.
Sue Mulligan, CEO & Founder
Sue is the founder and CEO of Agile Advisors. She began her career at KPMG working in both the audit and technology consulting groups. Prior to starting Agile Advisors, she was the CFO for a venture capital firm focused on the high-tech and bio-tech industry. As a former CFO of the fund, Sue has extensive experience working with companies going thru the capital raise process. At Agile, Sue, working with an experienced team of accounting professionals, provides specialized accounting and finance assistance to small and mid-sized companies. She has been actively involved in several successful fund raises for client companies along with client acquisitions. Additionally, she has worked with clients on the buy side due diligence process. Her clients include technology, fulfillment centers, logistics, investment banking and medical technology companies.
Sue attended Marquette University where she received a degree in accounting. In her free time, she enjoys traveling with her husband and 5 kids, attending their sporting events and being active. Last year, she completed her first and only Chicago Marathon.
Tish Borkowski, CFO
Tish’s career has included over 30 years in the financial services industry working primarily with small and middle market companies. She has helped companies achieve their growth objectives through providing both debt and equity in addition to assisting with acquisitions. Tish is well versed in lender and investor requests and, therefore, is able to quickly assist companies in successfully executing their strategic initiatives. Tish has served as interim CFO for growth stage companies overseeing everything from financial statement and board packet preparation to quality of earnings assessments for potential acquisition. Tish’s deep background in due diligence and detail-oriented nature has been praised by many management teams.
Tish received a B.S. in Accounting from Marquette University and a M.B.A. from Northwestern University’s Kellogg School of Management with a concentration in Finance and Management & Strategy. Tish and her family reside in the suburbs of Chicago.
Jimmy Hugill, CFO
Jimmy is a seasoned, results-oriented finance professional with over 12 years of experience in Financial Planning and Analysis (FP&A), Financial Reporting, Operational Finance, and Controllership. Jimmy is a Certified Public Accountant with experience across a variety of industries and business models, including public accounting, distribution, not-for-profit, financial services, SaaS & software licensing, manufacturing, retail/fashion, ecommerce – B2C & B2B and VC & PE backed companies. He’s a friendly team player that’s willing to roll up his sleeves to gain a deep understanding of the financials, and has extensive experience working across functions and lines of business. He helps small companies who are sick of having the same results year over year by providing valuable insights related to cash flow, reducing the overall cost of doing business, increasing the speed and efficiency of operations, and providing a strategy for reinvesting.
Jimmy’s interests include spending time with family & friends, startups, cooking, outdoor activities and traveling. He has three boys under the age of five!
Pamela LaPlaca, CFO
Pamela received her MBA from the University of Chicago, Booth School of Business in 2002, and since that time Pam has gained extensive finance and accounting experience across diverse industries. She has focused her career on fast-growing, privately held businesses and the unique skill set needed to guide them to solid financial ground. A “Champion of the Entrepreneurial Spirit”, she enjoys wearing many hats and giving Founders the support they need to stay at 40,000 feet. As a certified public accountant, Pam has an uncanny way of combining accounting and financial management to the often times unorganized chaos of emerging companies. Her primary contributions include capital acquisition, financial modelling and analysis, performance metrics, operational efficiencies, and stakeholder reporting.
Pam and her family relocated in 2009 to Austin, Texas, where they can enjoy the outdoors year-round. She loves coffee, travel adventures and family moments in the kitchen with her culinary obsessed family.
Stacy Osterkamp, Controller
Stacy has worked in company infrastructure and process improvement, specializing in Finance, for over 20 years. She started out in the hospitality industry working for luxury hotel chains worldwide continuing down a path collaborating with the world’s leading and most innovative creators of hospitality and luxury experience. While working with a consulting accounting firm that managed top boutique restaurants in America, Stacy was able to add value by assisting these innovative game-changers from start to finish: taking them from the start-up phase to becoming some of the most successful restaurants in their regions.
After these accomplishments, Stacy partnered with local and international architects and designers to finance projects around the world. Two notable projects that Stacy led the accounting for were the Beijing Olympics and the lighting of San Francisco’s Golden Gate Bridge for the bridge’s 75th Anniversary. These branches of Stacy’s career allowed her opportunities to work with creative and talented individuals from different countries and the breadth of experience across many different cultures.
For the past ten years, Stacy has been a Controller working with consulting firms that specialize in providing full service accounting for startups around the nation. During these years, Stacy has managed accounting for a variety of high-performance start-ups within the Bio-tech, Gaming, SaaS, Property Management, Space Engineering and E-Commerce fields. By internalizing and leveraging what she has learned from some of the most talented CFO’s in the business, Stacy has honed her skills to provide clients with best practices tailored to fit each client’s individual operational plan.
Melanie Figurelli, Controller
Melanie comes to Agile Advisors by way of public accounting, internal audit, and motherhood. She received her Bachelor of Arts degree in Business Administration with a concentration in Accounting from the University of Washington and her CPA license in Washington State. Her career in public accounting included time at both small and large firms, with varied experiences from being a small part of a large audit team to working one-on-one directly with managing partners. She has served all manner of clients across industries. Melanie also spent five years at a Fortune500 in compliance and audit, working closely with individuals in all parts of the organization. She is detail-oriented and process-driven, with a strong knowledge of financial reporting and an eye for process improvement. She enjoys working with startups, most especially for the opportunity to flex her problem-solving muscles and to meet new, interesting and passionate people. She strives to manage a finance group in the most efficient way possible while still meeting the often-changing needs of a rapidly growing business.
She enjoys reading, travel, golf and being outdoors. She, her husband, and their three kids have been on many amazing trips together, the most recent and memorable a road trip across the American Southwest.
Meet Our Leaders
Meet Our Clients
Agile Advisors’ clients represent a variety of industries, including
technology, Saas, medical technology, investment services,
fulfillment centers, real estate, and hospitality.