Resource for entrepreneurs and frustrated C-level executives focusing on business performance management, business process improvement and operations analysis to improve planning, measurement and results

Executive financial leadership for private equity-owned, multi-state health and human services company. Functional responsibilities reporting directly to CFO include accounting, financial planning & analysis, treasury and information technology. D&S promotes optimal independence and quality of life by providing exceptional person-centered services for persons with intellectual and developmental disabilities.

Consolidated corporate governance and finance responsibilities after establishing Compliance Program that consistently demonstrates organizational commitment to compliance supporting the Company's brand as a differentiating factor in the market.High growth rate demands continuous improvement in accounting and financial planning processes to support operational demands and prepare for more complex capital structure.

Responsibility for corporate governance and establishing compliance program for diversified healthcare technology company with vertically-integrated pharmaceutical business and extensive intellectual property portfolio; $120 million revenue in first 3 years.• Implemented innovative service agreements and legal structure with key business partners working closely with legal counsel mitigating risk in complex healthcare compliance environment• Designed and implemented comprehensive Compliance Program – policies and procedures, risk assessments, education, monitoring and reporting

Senior finance leadership for start-up healthcare service company providing integrated products and services that improve outcomes for stakeholders - patients, providers and partners. $60 million revenue in first 2 years• Created financial controls and legal infrastructure for complex healthcare start-up business involving management of ten distribution agreements and seven acquisitions in first 18 months

Business services for organizations ranging from start-ups to established small to mid-sized businesses helping stakeholders determine where they are, where they want to go and how to get on track to their goals. Areas of expertise include business analysis, efficient financial controls, corporate finance, investment analysis, mergers and acquisitions, financial reporting and project management. Exceptional skill bridging Finance and Operations' perspectives to enhance strategic decisions with relevant, actionable business performance management.

Executive leadership for finance and accounting support services for $65 million behavioral health company providing treatment and extraordinary experiences to troubled youth through contracts with state and municipal government agencies; company is partly owned by an Employee Stock Ownership Plan.• Executed turnaround strategy in response to 20% decrease in revenue from reductions in two major contracts resulting in return to profitability and new credit agreement in extremely challenging 2009 credit market; utilized strict cash management, centralized financial controls and positive lender relations based on sound financial analysis and credible, timely communications • Created business performance metrics to focus operations decision makers on key business drivers contributing to substantial increase in operating margin• Negotiated $2 million amendment (20% increase) to credit agreement providing key financing to take advantage of major new business development opportunity• Implemented company-wide budget and accountability process creating actionable goals consistent with Strategic Plan, broader insight into effects of operational decisions and enhanced relationship with primary lender•Streamlined materials purchasing process and decreased inventory by 70% in one year producing lower operating and borrowing costs•Negotiated and managed outsource contracts for medical billing, IT support services and culinary services resulting in increased service levels at lower cost•Ensured timely, accurate reporting for leveraged Employee Stock Ownership Plan in accordance with GAAP, Department of Labor and Plan rules, including annual independent stock valuation (VisionQuest)• Initiated conservative IT philosophy with planned, cyclical investments to ensure consistent IT support services

-Completed feasibility analysis of residential real estate development projects, including assessment of adequacy of available water rights-Performed due diligence procedures for acquisition of golf course and undeveloped land

$1.5 billion, NYSE traded company3 years - operational leader for $40 million business unit5 years - VP Finance for $650 million operating division7 years - mergers and acquisitions executive

Managed 180-person staff providing payroll, A/R, general ledger, inventory control, fixed asset accounting, budgeting, management reports, analysis and trust accounting services for operating division that grew 11% per year to $850 million in sales. Direct report to Sr. VP Operations. (5 years)• Implemented complete financial system conversion with Lawson ERP and custom software reducing annual accounting and information systems costs by over $1 million with consistently quicker month-end closings• Provided extensive financial analysis of operations and quarterly forecasting • Revised sales analysis reporting based on business managers’ request for more relevant data• Coordinated administrative assimilation of up to 30 acquired businesses per year• Designed and implemented budget program for over 500 operating locations

P&L responsibility for $40 million, multi-location business in highly competitive death care industry. Direct report to VP-North America Operations. (3 years)• Increased average sale by 6% despite declining customer purchasing trends, without increasing prices• Created gross profit and service cost metrics to supplement traditional measurement tools for better marketing and operational decisions• Introduced 3rd party resources to decrease A/R “days outstanding” by 10%• Doubled “customer service index” in 2nd year as measured by client survey responses

Supervised lead development, financial modeling and due diligence for mergers and acquisitions. Direct report to Sr. VP Corporate Development. (7 years)• Organized acquisition team that acquired over $100 million in annual revenue in 62 transactions in the last two years of aggressive industry consolidation• Analyzed markets and identified acquisition targets to achieve over 15% annual growth• Personally negotiated 7 - 10 acquisitions per year with purchase prices up to $30 million