Financial Advisor to various companies in a variety of industries. Responsible for all Financial and Human Resource activities for both existing and start-up ventures with clients ranging up to $40 million in revenue. Established accounting systems, created management reporting, established banking relationships, managed payroll, and developed budgets and cash flow projections. Responsible for daily accounting activities and responding to the evolving needs of the company.

I am an experienced CFO and Controller with an emphasis in working with entrepreneurs and high growth business owners in a variety of fast-paced environments. My ability to strategically analyze accounting and financial procedures and implement processes to improve efficiency has led to my career progression. Looking to utilize my background in a CFO/Controllership role with an organization that values dedication and a proven track record of success.

Chief Financial Officer of software company, responsible for all aspects of finance, accounting and human resources. Worked closely with Senior Management to forecast and manage cash flow. Established and managed line of credit, negotiated benefits, administered 401K Plan, and coordinated with outside accountants.

High-growth, financial institution providing financing to emerging, turnaround, and troubled companies.  Negotiated, originated, underwrote, and monitored working capital financing. Enhanced the underwriting process by introducing extensive business plan analysis, including sensitivity analysis on loan risk, analysis of historical and future cash flow needs, and methodology for interpreting burn rate.  Interacted with other mezzanine lenders and equity partners to ensure the client’s long-term financial goals could be met.  Coordinated field exams and physical inventories.

$55 Million public multi-state optical retailer and manufacturer, responsible for all aspects of finance and accounting departments.Participated in due diligence on merger and acquisition candidates and successfully integrated two chains into the Company.Assisted with the implementation of a Point-of-Sale systemImplemented cash forecasting and management procedures, negotiated insurance coverage, and assisted with preparation of annual budget and monthly forecasting of future results. Created revenue and gross margin analysis and forecasting tools, including establishing manufacturing standards, analyzing impact of consolidating manufacturing facilities on gross margin, improving inventory turn and reducing carrying costs by establishing economic order quantities and shrink control measures. Resulted in reduction in required frequency of physical inventories from monthly to quarterly and increased on-hand accuracy.