Principal
CurrentFounded and lead a consulting firm dedicated to partnering with business leaders to transform operations, enhance profitability, and drive accelerated growth. As a trusted advisor to C-Suite executives and Private Equity firms, I deliver strategic CFO support in areas such as Strategic Planning, Forecasting, Budgeting, and Accounting oversight.Key Achievements:• Turnaround Specialist: Led the restructuring of a $150M healthcare company, successfully addressing payroll, accounts receivable, and accounting issues as an interim Controller and CFO.• Diverse Industry Expertise: Provided strategic advice to startups and midsized companies in Real Estate, Property Management, Tech, Franchising, and Healthcare sectors.• Finance Operations Redesign: Corrected deficiencies in Collections, Credit, AR, AP, and accounting. Reorganized teams following comprehensive process and system reviews, implementing effective remediation plans.• Efficiency Enhancements: Reduced accounting close cycle times and improved reporting and analytics.• Technology Implementation: Implemented SaaS systems and accounting controls, including Great Plains, QuickBooks, NetSuite, and Workday.• M&A Advisory: Advised on mergers and acquisitions, focusing on exit planning, due diligence, negotiation, and operational integration.• Strategic Business Reviews: Conducted in-depth business reviews, creating solutions for working capital improvement, cost containment, and process automation.• Risk Management: Assessed risk structures and designed comprehensive risk management programs.