Provided CFO level financial services to small to medium-sized companies.

Budgeting, planning, and analysis for over 50 agricultural properties rolling up into four holding companies. Also work hand in hand with the Controller in financial reporting and compliance.

I was a Partner in the largest US firm providing ownership transition and CFO services to emerging growth and mid-market companies. They have the tools, talent, and processes that help owners of small to mid-sized businesses improve sales, profitability, cash flow and company value. We have a strong track record in exit planning for business owners. They mean it when they say, "Cash, we help you get it." I have helped clients raise cash from successful business exit, new bank financing, and improved profitability.

Built a completely new financial infrastructure in anticipation of seeking outside investmentLead the successful completion of the company's first audit on time and on budget.Moved the company to an efficient, accurate, and timely monthly closing process.Created dynamic, comprehensive, and accurate planning and forecasting models.Lowered DSO by 10 days.

• Full responsibility for all financial functions as company grew from $1.8 million to $18 million in revenue and remained profitable.• Created company’s comprehensive business plan process. • Upgraded accounting system from QuickBooks to Navision • Co-negotiated company’s credit facilities• Managed the company’s 401k plan including its creation• Guided company’s financial audits.• Full responsibility for risk management• Initiated employee handbook and emergency planning task force• Managed the Controller, Finance Director, and Human Resources Manager

• Created and documented financial policies and procedures for the airport’s management under a private contractor. • Advised the Board and City Officials on financial issues.• Created a ten-year financial simulation model. • Coordinated two bond issues Both included the termination of interest rate swaps, extensive cash flow analysis, and presentations to bond rating agencies that maintained our A1/A ratings. • Negotiated Authority’s first bank agency loan arrangement. • Managed successful termination of defined benefit plan. This returned $1,500,000 to the Authority • Cash management. Average short-term investment balance $25,000,000. • Coordinated the external audit and annual report. Reduced external audit fees and report production costs by over 25% with assistance of the airport contractor’s Finance and Audit groups. • Worked with airport contractor and rates consultant to establish rates and charges to the airlines.

A private $650 million distribution and investment holding company; Full investment responsibility for an $8 million bond portfolio. Performance exceeded benchmark for four years. Controller of company's Securities Division. Member of the company's investment committee overseeing the $125 million actively managed investment portfolio.Member of the company's retirement plans' investment committee with $12 million in assets. Primary contact for bank relations. Was lead negotiator in the company's first bank agency agreement for $120 million. This agreement included six banks. Introduced interest rate swaps into the capital structure. Cash management including the addition of funds concentration, controlled disbursement, lockboxes, and consolidated cash forecasting for the four operating subsidiaries. Risk management (from October 1991) for all non-benefit insurance. Total premiums were $1.6 million. Primary tax liaison with external accountants (to October 1991). This included coordination of all information for state and federal returns (partnerships and corporations), plus estimated payments in 18 states.

Cash, debt, and investment management.Financial and cash flow forecasting. Developed fully integrated daily, quarterly and multi-year forecast model that consolidated cash needs for all facilities in various stages of development plus corporate.