I am a Strategic Finance & Accounting Coach helping leaders, CEO’s, Presidents, Board Members, C-Level Executives, Investors, Founders and Professionals and their teams understand their numbers, gain insight into their financial and operational results and make better decisions with data 😉I am also the founder of Insightful Partners, a professional services firm specializing in development of Key Performance Indicators (KPI’s), budgeting and forecasting and cash flow management, and the presentation of plans and results in visual “dashboard” platforms that allow the “story” of the data to be more easily understood by decision-makers and their teams 🎬The goal is simplified solutions to understand the company’s financial and operational data across departments to provide relevant and actionable information. I help clients: Strategize, that is create a plan, Analyze, or review on a periodic basis, and Revise, after analysis, update the plan and keep executing! 🧠The result? Our client businesses manage their growth, achieve their goals and execute their strategy, while managing their working capital, primarily cash 👏As a strategic Chief Financial Officer, I count over three decades of private, closely held corporate experience, growing them, owning them, selling them, or stewarding them. Having an accounting degree and CPA experience, I have sat on both sides of the table, and understand how to best interpret financial and operational results for clarity and insight 💪As a lifelong learner, I earned my MBA later in my career, leveraging my work history to fully comprehend the “framework of business” to best explain to the non-accountants of the world. Today, I spend much if my time researching and understanding the impact of technology on accounting departments and the financial reporting and analysis function. Each day I learn more about business intelligence (BI), artificial intelligence (AI), machine learning (ML), robotic process automation (RPA) and data visualization (DV), and share this knowledge and competitive advantage with my clients and network 🛰While born a Cajun in Lake Charles, LA, I have called Southern California my home since the 1960’s, and enjoy all that that the mountains, the desert and the sea can offer. My clients are situated across North America, comfortably just a video call or plane flight away 📱