CSuite is a financial executive services firm providing financial professionals on an interim, project or permanent basis

An executive services firm dedicated to serving private, public, private equity, entrepreneurial, family office firms in all industries with world-class interim, project-oriented, and search solutions. Our CFO Partners and executive-level resources are CPAs and MBAs, and have an average of twenty-five years of senior-level strategic and operational finance experience.

An executive services firm that provides interim and full time financial management to small and middle market companiesEngagement Highlights• Project CFO for MedBox, Inc. a publicly held cannabis company. Developed the company’s analytical approach, processes and financial models to evaluate over a dozen potential acquisition targets. Acted as a part of the management team and used the tools to make decisions on each acquisition target. Also developed and implemented the company’s cash flow forecasting tools.• Project CFO for Ease Entertainment, Inc.. Assessed the company’s readiness for sale. Prepared a detaled systems and accounting road map to improve the company’s financial systems and processes in the short term to greatly reduce the close cycle and to ready the company for sale.• Interim CFO for Sensa, LLC, a manufacturer and distributor of weight loss supplements. Led company through liquidity crisis, capital raise and successful wind down• As the post acquisition interim CFO of Solid Gold Pet LLC, a manufacturer and distributor of pet nutritional supplements, oversaw the restatement of the company's financial statements to GAAP and a successful external audit. Developed accounting, cash forecasting and internal reporting that brought clarity to the company's cash position and profitability. • Led acquisition prep activities in conjunction with the investment banker (Houlihan Lokey) and the management team to successfully sell Kanpak, a food processing company. Activities included key contributions to the PPM, management presentations, data room set-up, term-sheet evaluation, due diligence process and transaction documents.

A financial services firm that provided interim and full-time financial management to small and middle market companiesEngagement Highlights• Built the finance and administration functions for FlexEnergy, Inc., a venture capital backed, "green energy" start-up. Created the accounting, finance, human resource and administration functions. Raised almost $20 million in three financing rounds; oversaw acquisition and “carve-out” of $10 million division of Ingersoll Rand; successfully executed audit by "Big 4" firm and produced S-1 quality financial statements.• Developed operational & strategic plans and system & process enhancements for Aspen Medical Products, an international developer and seller of spinal bracing products. Developed strategic plan model and the company's annual operating plan. Implemented systems and processes to improve finance effectiveness.• Developed a comprehensive inventory and replenishment management ERP module for Pasternack Enterprises, Inc., a distributor of RF, fiber optic and microwave components whose key competitive advantage is product availability. Worked with Sage programmers to develop an automated replenishment system that took into consideration lead times, inventory on hand, and a statistically calculated demand forecast. Also developed cycle counting methodology and sample selection algorithms including A, B, and C inventory classifications. • Provided financial leadership to the divestiture of ten pharmaceutical plants in Europe, North & South America, global cost savings initiatives and lean six sigma implementations at Valeant Pharmaceuticals.

Finance support for research & development organization with $240 million budget

Responsible for capital market activities, foreign interest rate and currency risk, bank relations, and planning activities

Controller for software division of medical device company

Responsible for the consolidation of over 40 entities, internal and external reporting