Managing Director
Current• Major Interim CFO / Project roleso $ 60M+ Forging / Machining Operation – Interim CFO - 9 Month - West Coast – Strategic Planning, budgetary and cash / working capital forecasting to facilitate crisis Development of financial & operational controls, policies and procedures ERP review Implementation / SAP o $ 100M+ Shipyard – Interim CFO - 1 Yr. - West Coast – Reorganization financial team. Development of financial & operational controls, policies and procedures. Restoration of accuracy, timeliness of the financial , operational , quotation and costing systems. Developed cash / working capital management / forecasting Develop and implement project management tools and ERP System (Sage) Short term and long-term budgeting and strategic planning / forecasting. Business valuation and financial / strategic modeling to facilitate company sale.o $1B+ Telecom Products Manufacturer – ASC 606 Project Manager – 10 Months – Midwest Working in conjunction with Internal and External auditors to designed and implemented a global project program related to the preparation and implementation of the recent GAAP Revenue recognition rules. Product / customer contract testing, on site review and training of financial / sales personnel for their major global operational / sales facilities. Development of internal procedures for ongoing compliance. Development of Over Time Project recognition options and formats from an ERP System perspective.o $40M+ Lumberyard – Financial and Operational Review Project – 3 Months – Southwest – Under Direction of PE Group reviewed the financial and operational reporting personnel / systems. Extensive business and operational process reviews. Customer and vendor contracts and pricing.o Variety of short-term projects Related to: Impairment Testing Financial Valuations & Modeling Short and long-term business modeling.