Volunteer & Board member since December 2018 for the Northern Valleys Chapter of the Los Angeles Region, the largest geographical chapter in the US. Served as Chairman for fiscal years 19/20 & 20/21, & as Interim Executive Director for most of 20/21. Fanatical blood donor & supporter for 40+ years.

Help business owners and Managers streamline their business processes, organize their activities, and improve performance throughout the organization.

Onsite at a PE backed, $110+ M Medical Device Manufacturer in San Diego. Started immediately with 1 day’s notice, worked closely with 10 person staff, learned new software (MadeToManage/Adaptive Insights), & closed books 2 weeks later. Assisted CFO with financial package, insurance renewal, & B2B eCommerce software issues.

Joined onsite with the new CEO & CFO in reorganizing, training, & reinvigorating the Finance/Accounting processes, procedures, & 40+ person Team of this PE backed $400+ M, multi-entity (20+), multi-site (120+), multi-state (FL, KY, AZ, CA), healthcare provider, with over 2,000 employees, based in FL. Successfully closed the books for 2022, managed the audit, the implementation of ASC 606 & 842, the OBS for 7 acquisitions in 2022, & the transition to the new, permanent Controller.

Interim Finance & Accounting Leader for an innovative Autism Services Provider that primarily focuses on children with developmental challenges. Hired, trained, & built the Finance/Accounting Team while managing all aspects of fiscal operations, including banking, insurance, legal, acquisitions, & audit. CSD is a private-equity backed ABA Healthcare Provider based in the Bay area with approx. 20 offices & 1,200+ providers in the Western US. With 6 acquisitions in the last 2 years, and revenues exceeding $50 million, CSD is a leader in this highly needed care niche.

Handled all Finance/Accounting, HR, IT, Administration, Banking, Insurance, and Legal functions of this design and manufacturing entity in the exhibit, conference, and convention arena.

Handled all Finance/Accounting, HR, IT, Administration, Banking, Insurance, and Legal functions of this high-end furniture rental entity in the exhibit, conference, and convention arena.

Responsible for all the Finance and Accounting functions. Managed growth from $20 million to over $100 million in 2.5 years, achieved with a modest increase in staff which handled payroll, payables, financials, and account analyses. Handled all cash management, day-to-day lender interactions, and lessor and vendor negotiations

Agile business consulting organization that handles the outsourcing of the finance, accounting, HR, IT, and operations’ functions for start-ups and small to medium size businesses. Major engagements included:• CFO of a high-end Retailer of home theatre/entertainment systems. Second largest retailer in the US. • Controller of a multi-site (10) Surgery Center Management Company comprised of over 30 entities. • Acting CFO for three related, privately-held, companies in the cosmetic industry.

Responsible for all accounting, finance, administration, HR, and contract administration for this 21 year old, privately-held, SAAS company. Hitech develops software solutions primarily for government entities that manage and operate 9-1-1 facilities for police, fire, and EMS personnel.• Increased cash flow/decreased receivables by 50% in first 90 days.• Constructed multi-level, business model to instantaneously monitor cash flow and changing business scenarios.• Negotiated contracts with major venders (IBM, HP, MapInfo, WebEx) that increased profit margins, extended credit terms, and increased partnering opportunities.

Responsible for all accounting and finance functions of this company that develops and distributes animation content over the internet. Evaluated, planned, and implemented an ERP package (Solomon IV), upgrading from QuickBooks. Worked with the CFO and department directors on strategic and operational issues ranging from HR, IT, cash management (raised 3rd round in 2001 - $17.5 million), operations, and finance.

Worked with start-ups providing fundamental business advice in the areas of capital formation, management team selection, compensation, and strategic direction for these emerging enterprises. Worked with Federal Bankruptcy Trustees in Chapter 7 & 11 cases. Personal & business (corporate/partnership/LLC) tax returns.

As a strategic business consultant focusing on the turnaround market, my primary responsibility was providing experienced leadership and decision-making expertise in helping troubled organizations function more efficiently and effectively. Major engagements included:COO/CFO for an Entertainment Company in the employee leasing/payroll service/accounting software business. Spearheaded an intensive MIS revitalization and comprehensive upgrade of hardware, software, and personnel that resulted in 800% faster throughput and cut downtime by over 90%.CFO for a Managed Care, Mental Health HMO in turnaround mode. Negotiated cost savings, managed cashflow, restructured accounting and financial reporting. Our plan ensured 100% continuity of service to our customers and $0 losses to our providers. Evaluated, negotiated, and completed a strategic sale.

Joined this startup venture at ground zero as the "accounting department". Responsible for all accounting, banking, insurance, taxes, HR, and legal issues. Inflight was privately held and grew at an average annualized rate of 64%, with revenues reaching $85 million. Managed three computer conversions during our explosive growth. Formulated, planned, and implemented a state-of-the-art credit card processing system that cut processing time by 75%, reduced fees, and improved cash flow and profits by over $100K. Coordinated total cash management for over 50 accounts with 25 banks in 14 countries. Responsible for due diligence and subsequent integration of 3 acquisitions and 1 joint venture.

Audit and consulting services for real estate, technology, financial services, and service businesses.

Operational & financial analysis of business processes and procedures.