Emerald CFO helps small to medium sized businesses solve financial and cash flow problems by bringing clarity to their numbers and providing actionable advice to better plan and meet their goals. Emerald CFO specializes in service-based business such as home services/ trade companies, construction, event & entertainment providers, health & wellness/ beauty providers, and marketing/ consulting agencies.

Portfolio of companies served: American Flooring Services, Inc., American Brick & Stone LLC, American Multifamily Services LLC, Texwood Hardwood Flooring Distributor LLC, Infinite Capital Holdings LLC-Serve as CFO of 5+ private, small-mid size businesses in Construction & Real Estate industries-Provide executive leadership through strategic insights, plans, and execution in regards to business profitability, resource utilization, asset management, cash flow forecasting/ management, capital optimization, and capital raising (equity and debt)-Overhauled business & financial systems and implemented complex processes with scalability in mind across Accounts Receivable, Accounts Payable, IT, Supply Chain, Operations, and Sales encompassing 25+staff members- enabled 3X business growth-Cash and treasury management: cash flow forecasting, capital optimization and investing activities, bank and investor relations-Responsible for all accounting/ bookkeeping staff functions as well as month-end close processes and review/ presentation of reports with executive leadership- including project-based accounting and project-level profitability analysis-Spearheaded efforts with CPA firm to enhance tax compliance, planning, and optimization across 20+ states and 50+ local jurisdictions-Quarterback $10M+ deals involving M&A activity and real estate acquisition/ sale- liaise with legal, tax, executive, and operational teams-Overarching responsibility for all HR functions including: talent acquisition, talent retention, employee benefits, compensation structure, payroll functions, and employee affairs-Trusted organizational leader who earns respect of staff and trust of executive leadership- can always be relied on to deliver results and act with integrity

-Leader of complex projects to overhaul client systems, processes, people, and technology in departments of finance, accounting, tax, HR, and IT-Executed process improvement projects involving 100+ staff members, 10+ technology platforms, and over $100M in funds-Valued as trusted advisor to clients- always known for breaking down complex concepts into simple & actionable insights, reliable for all assistance needed, able to handle discreet or confidential information appropriately, and always delivered fast results with excellence

-Finance advisory and strategy to US Fortune500 companies-Introduced, taught, designed, and implemented new finance & technology concepts to clients to level-up their business-Financial scenario analysis and reporting along with insights and recommendations to clients to improve their financial standing

Track & Field

-Supported commercial and technology teams to ensure business returns at a high-growth Fin-Tech company-Designed and implemented tech operations best practices to dynamically support growing business-Standardized client onboarding and business tech stack to increase close-rate and bolster customer retention