I am a CPA / Financial Executive with broad experience in all aspects of accounting, auditing and financial management including:• Hands on growth management• Value creation / drive EBITDA• Build out of accounting functions and staffing• Establishment and refinement of internal controls • Financial planning & analysis (FPA) via analytics and business intelligence• Budgeting and forecasting• Cash flow management• Financial scenario modeling• Debt management and compliance• M & A due diligence and implementation (buy-side and sell-side), 9 transactions• Private equity ownership and related equity management• Compensation management and incentive development • Audit prep and compliance • 401k and employee benefits• Facilities / lease management / business insurance• Taxes (Federal, State and Local)• Traction EOS (Entrepreneurial Operating System) I help companies drive growth, profitability, and value creation, while ensuring compliance, efficiency, and transparency across the organization. I have built and managed high-performing finance teams, established and refined internal controls, implemented financial planning and analysis tools, and optimized cash flow and debt management. I am passionate about delivering strategic insights, operational excellence, and financial leadership to support and empower the mission of businesses.
Listed skills include Internal Controls, Accounting, Management, Financial Reporting, and 17 others.