Private equity portfolio company CFO with 25+ years of accounting, finance, and tax experience. I have a strong industry background in the financial services sector. My experience also includes serving as the CFO for a subsidiary of a publicly traded company.I am an entrepreneurial minded, strategic business leader with extensive experience in M&A, Debt Capital Markets, Financial Reporting, FP&A, Treasury, Investor Relations, Human Resources, Compliance, Tax and Risk Management. My work as a CFO has afforded the opportunity to drive sustainable growth… setting up financial, technology, and operational processes to handle expansion throughout the U.S. and internationally. I have a drive and passion for results, and believe that nearly any process can be improved by first identifying the desired goal and then working to achieve it. I have built highly successful teams aligned around a shared vision, creating superior shareholder value. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~I serve executive teams as a growth-focused advisor who can envision the possibilities, build buy-in, and create the infrastructures necessary to support it. Examples of my achievements include:● Prominent role in acquisitions (U.S., U.K. & Canada), with new bank relationships and adherence to international licensing/regulatory requirements● Systems improvements to all financial processes, including vendor and software selection● SEC-level reporting and SOX compliance● Business & Operating Plans providing insight into cost and revenue performance● Growth accelerated through expert hiring, stronger financial and operational controls, and guidance for IT systems conversions● Complex tax domestic and foreign tax planning● Capital raising - experience working with institutional lenders and debt capital markets● Licensed Certified Public Accountant (continuing education rigorously maintained)
Listed skills include Financial Reporting, Accounting, Mergers And Acquisitions, Financial Analysis, and 46 others.
