Our team has over 30 years of C-suite experience in corporate finance. We provide traditional and alternative financing options including secured debt and unsecured debt, government funding options and consultation. We also have a dedicated team to address credit repair in order to improve the potential borrowers options to a successful funding event.

Provision of executive level services including interim or contract CFO positions. A business Coach to companies in need of advice to improve accounting department performance. Strong operations and change management expertise with emphasis on building solid financial and operational infrastructure. Assist business owners and nonprofit organizations on competitive and internal growth issues, as well as providing traditional accounting and tax services. My skills in financial management strategies and internal systems help many enterprises grow despite significant obstacles. I possess comprehensive skills in auditing, business and strategic planning, business valuation, cash management, financial analysis, management information system design and implementation, mergers and acquisitions, and taxation.

Commercial Print Company operating up to 72 manufacturing and distribution sites worldwide with sales up to $2.5 billion and employing 10,000 people in the US, Caribbean, India, and Europe. Worked closely with the Corporate Controller and Chief Financial Officer to ensure compliance with external reporting requirements including, but not limited to, SEC Forms 10-K, 10-Q, Annual Report, 11-K, and Pension Plan financial statements on a timely basis. Assisted in preparation of earnings releases and prepare responses to any inquiries or comment letters from the SEC or NYSE. Researched technical accounting issues to ensure compliance with SEC and / or GAAP reporting requirements. Oversaw the preparation of monthly consolidated Balance Sheet, Income Statement and Statement of Cash Flows. Analyzed monthly operating results including Balance Sheet and Income Statement fluctuation analysis and a detailed review of all divisional reporting submissions. Worked closely with segment and location level accounting staff, ensuring compliance with corporate accounting policy. Acted as liaison with the external auditors coordinating quarterly and annual audits or reviews.

Specialty Lighting Company operating up to 16 manufacturing and distribution sites worldwide with sales up to $180 million and employing 1,100 people in the US, Hungary, Egypt, Dubai, Belgium, and China. Participated in developing and implementing the Company’s strategic plan; provided economic analysis, financial stewardship and execute business strategies. Analyzed capital investments and provided business valuation and due diligence on potential mergers and acquisitions. Developed business performance metrics, provided management with key statistics and dashboards for running their internal operations. Managed the annual budgeting process and developed long range plans. Oversaw monthly consolidated financial reporting and analysis of operating results. Developed and managed external relations with public accountants, banks, insurance companies and vendors. Act as liaison with the external auditors, coordinated year-end audits and preparation of the company’s consolidated federal income tax return. Responsible for cash and risk management activities. Identified and negotiated with potential co-packers. Reported to the President and CEO, providing financial and operational analysis and advice used in tactical decision-making. Presented economic results of strategic business decisions.

Performed audit and consulting services for a diverse client base including a publicly traded manufacturing concern, municipalities, professional services, health care and insurance companies. Planned, conducted and supervised financial auditing engagements. Tested and evaluated clients’ systems of internal controls. Prepared recommendations for improvement and presented findings to client senior management, mapping various control processes. Reviewed SEC Forms 10-K and 10-Q. Assisted with due diligence for mergers and acquisitions and provided support for litigation. Assisted in corporate tax preparation and planning. Supervised and trained Staff Accountants. Served as a member of the Staff Counsel functioning as a liaison between staff and management.