MissionFinancial Management Consulting’s mission is to provide the highest level of outsourced financial expertise and solutions to small and middle market companies and organizations by utilizing a value-added, cost-effective approach to financial management.Services OfferedAs a Trusted Advisor, I improve profitability and management performance in the following areas: • Review of Financials to opportunities for improvement• Balance the growth and profit objectives… Show more MissionFinancial Management Consulting’s mission is to provide the highest level of outsourced financial expertise and solutions to small and middle market companies and organizations by utilizing a value-added, cost-effective approach to financial management.Services OfferedAs a Trusted Advisor, I improve profitability and management performance in the following areas: • Review of Financials to opportunities for improvement• Balance the growth and profit objectives with investment analysis• Review of operational and information processes• Identify and utilize key metrics• Detail review of overhead costs with benchmarking assessment • Create budgets, forecasts, and models• Assess, train and develop staff; Outsource where appropriate• Prepare for audits and oversee the process to completion• Ensure timely and accurate Financial Reporting• Pricing and Costing reviews• Assess insurance related programs• Tap into a broad network of proven professional service providers and experts to assist when neededPlease see selected engagements below: Show less

Miano Construction has been the general contractor and/or construction manager for over 200 successful retail, corporate interior and hospitality construction and renovation projects nationwide (since 2006).Assignment: As Part-time CFO engaged to address system transition issues related to a move from QuickBooks to Jonas Premier. Supporting Y/E needs, staff development, and on-going management information.

Prime Lightworks makes breakthrough electric propulsion systems for space satellites that are solar powered, fully renewable, and consume zero fuel. Our goal is to eliminate fuel emissions from aerospace propulsion while drastically reducing cost and waste.Assignment: Part-time CFO. Engaged to organize Finance and Accounting, including coordination and reporting with Bookkeeping Firm, External Tax Advisor. Addressing start-up related Financial Management tasks

Medical Products company producing advanced Hemostasis products for Public Safety and Hospital uses. Working closely with the CEO and President to develop Financial Planning and Cash Management models, support Investor presentations, and oversee variety of Financial Administration needs.

Boston Technology Research (BostonTR) is an innovative and dynamic company with a focus on the Life Science industry. The company provides implementation and management services related to compliance and quality control systems.Assignment: Part-time CFO Engaged to support a variety of financial management needs.

Boston Neurosciences is a Private Equity-backed Medical Device firm developing a device to non-invasively measure Intracranial Pressure.Acting CFO at Boston Neurosciences working closely with the CEO and Management on all administrative matters. Principal focus on Financial Plan Modeling, Cash Forecasting, and Investor support.

Municipal Code Consulting, LLC was founded by a team of accomplished professional engineers and building officials with the common purpose of improving public safety and reducing construction-related costs through the provision of high-quality third-party plan reviews, and other departmental services, on behalf of governmental units in the domains of building safety / construction, fire safety / prevention, public / environmental health, and accessibility.Assignment: Part-time CFO… Show more Municipal Code Consulting, LLC was founded by a team of accomplished professional engineers and building officials with the common purpose of improving public safety and reducing construction-related costs through the provision of high-quality third-party plan reviews, and other departmental services, on behalf of governmental units in the domains of building safety / construction, fire safety / prevention, public / environmental health, and accessibility.Assignment: Part-time CFO Engaged for an initial financial review of Books, Business Planning and Pricing discussions and decisions. I remain On-call, as needed. Show less

Wilkinson's mission is to restore the integrity and biodiversity of the unique natural ecosystems throughout New England. Wilkinson Ecological is dedicated to superior design and land management of complex ecological restoration and bioengineering projects that protect local habitat and enhance land value.Assignment: Provided Part-time CFO services through a transition period. Accomplishments included Staff Development, Improved Management reports, Operating Budgets and Revenue… Show more Wilkinson's mission is to restore the integrity and biodiversity of the unique natural ecosystems throughout New England. Wilkinson Ecological is dedicated to superior design and land management of complex ecological restoration and bioengineering projects that protect local habitat and enhance land value.Assignment: Provided Part-time CFO services through a transition period. Accomplishments included Staff Development, Improved Management reports, Operating Budgets and Revenue Recognition issues. Held down the fort while the full-time CFO search progressed. I remain on-call, as may be needed. Show less

RND Consultants assists government agencies, developers, institutions, engineering firms and contractors in providing program/construction management and real estate solutions for transportation infrastructure projects.Assignment: Part-time CFO Engaged to review initial company financial setup. Provided guidance on financial practices and helped source CPA firm for Audit and Tax priorities. I remain On-call, as needed.

Providing State of the Art Orthodontics Care through a growing multi-office practice led by Dr. Sam Alkhoury. (E&Y Entrepreneur of the Year)Assignment: Part-time CFO Engaged to assist the Controller with planning and organization processes. I remain on Call, as needed.

Geocomp provides services and products to help clients identify and manage risks associated with the design, construction, and operation of infrastructure. With global clients, Geocomp produces state of the art products laboratory products, consulting services and laboratory services to the construction and engineering industries.Chief Financial Officer (CFO). Responsible for all financial and accounting matters. Facilitated better decision-making and improved profitability… Show more Geocomp provides services and products to help clients identify and manage risks associated with the design, construction, and operation of infrastructure. With global clients, Geocomp produces state of the art products laboratory products, consulting services and laboratory services to the construction and engineering industries.Chief Financial Officer (CFO). Responsible for all financial and accounting matters. Facilitated better decision-making and improved profitability. • Coached the finance team to expand their roles and improve team morale• Streamlined Deltek project management reporting • Established the financial/accounting aspects of a joint venture • Gained 9% savings in the insurance/risk program through competitive bidding• Partnered with the Chief Operating Officer (COO) to reduce overhead expense rate by ~40% Show less

DEI is a top tier research firm (lead by renowned economist, Dr. Allen Sinai) providing global macroeconomics research and strategy advisory services to a varied assortment of leading investment clientele. The firm advises at the highest levels in D.C., and globally.Business partner to the CEO/Founder; responsibilities include Finance and Administration, and Client Service Management. Accomplishments included:• Business development: established major high-margin third-party… Show more DEI is a top tier research firm (lead by renowned economist, Dr. Allen Sinai) providing global macroeconomics research and strategy advisory services to a varied assortment of leading investment clientele. The firm advises at the highest levels in D.C., and globally.Business partner to the CEO/Founder; responsibilities include Finance and Administration, and Client Service Management. Accomplishments included:• Business development: established major high-margin third-party distribution channel selling research publications to Fidelity on its various client platforms• Client service management: ensure successful service delivery, and intervention –• Bottom line profitability: monitor and control expenses, cut cost and make process improvements: directly work with clients to extend subscriptions and maintain relationships retaining $100,000s. Show less

My Specialties were Interim, Project and Sarbanes-related assignments.

• Created financial models to facilitate product-line pricing, budgeting and performance measurement of the Institute’s product offerings. These models were essential to sorting product pricing challenges• Implemented financial controls, policies, and systems to support the Institute’s operating plans, including the deployment of decentralized budgeting, improved timekeeping and projected management tools

Responsible for the financial management of a highly profitable Management Consulting business growing at 30%+ annually. (Growth in staff from under 30 to nearly 100)• Managed the company-wide implementation of Lotus Notes to significantly upgrade internal business processes, including the development of a Timekeeping and Forecasting system• Dramatically improved cash flow and reduced DSO. Receivables over 60 days were reduced from 45% to 15% of the total outstanding• Developed… Show more Responsible for the financial management of a highly profitable Management Consulting business growing at 30%+ annually. (Growth in staff from under 30 to nearly 100)• Managed the company-wide implementation of Lotus Notes to significantly upgrade internal business processes, including the development of a Timekeeping and Forecasting system• Dramatically improved cash flow and reduced DSO. Receivables over 60 days were reduced from 45% to 15% of the total outstanding• Developed and maintained a company dashboard (metrics) of financial indicators used to monitor and measure company, management, and staff performance. Show less

Controlled all financial aspects of Trident Program contracts, valued at over $140M• Led negotiations resulting in more than an 18% cost reduction ($750K in savings)• Created and performed financial presentations to both company management and government customers

• Scheduled and completed the 1989 Annual Audit Plan (35 audits), utilizing a staff of 24 • Budgeted and managed $5.5M operational budget to achieve staff goals