** I make it possible for firms that are normally too small for a full time CFO to get CFO-level insights into their firm's operations ** This is critical to the long-term success of small/medium sized firms that are growing or want to be more profitable at their current size!Business consultant, interim CFO and "as needed" CFO services for privately-held firms or P/E portfolio companies. Drawing on years of experience as the CFO for a mid-sized engineering consulting firm, I bring expertise in Ownership Transition, ERP and accounting systems, business process improvements, KPIs & management dashboards, risk management / insurance, personnel management, company policies, and overall Best Practices in order to make firms more profitable and sustainable.

President & CFOA subsidiary of Halff Associates that designs, manufactures, and sells products that enhance air conditioner efficiency.Held position simultaneously while serving as CFO to Halff Associates; maintains role at Mist Ecology upon retiring from Halff.Directs operations in delivering a unique approach to solving problems related to evaporative cooling; led team in securing five US patents and numerous trademarks while developing several proprietary product features.Markets products that save residential customers 15%-30% on cooling costs, depending on weather; also promotes commercial applications that reduce cooling expense 15%-40%.Communicated additional value to consumers, including greater cooling capacity, lower peak demand, lower supply air temperatures, and longer equipment life.Provided key start-up leadership in 2007, guiding team members in research, product design and manufacturing, and sales / marketing of both commercial and residential solutions.

* Promoted to CFO and Management Team in 1997. * Prior roles include Controller, Trustee & Business Mgr * Led the Accounting dept, at times the HR dept, and oversaw all accounting functions, including for the Trustee-directed portion of all retirement plan assets, accounting for five real estate limited partnerships, and three subsidiaries of Halff. Halff has 13 offices across Texas & New Mexico.* Ownership transition expertise* Evaluated and oversaw the employee benefit package and directed the process for salary/bonus administration.* Maintained strict cost controls for property & casualty, workers’ compensation, and professional liability insurance programs, with renewals averaging +/- 2% versus an industry average of 10% increases.* Implemented an HSA plan that has saved the firm and employees $M's. Also introduced a cutting edge healthcare plan that led to an 18% DECREASE in health care costs in 2014.* Managed the end-of-year tax liability process to maximize profits and minimize taxes each year; ran the firm on an accrual basis, but paid taxes on the cash basis.* Developed, directed and maintained the firm’s banking relationships and served as primary liaison with insurance brokers, business consultants, and outside accountants. * Directed up to 20 team members in accounting and human resources functions; trained, mentored, and developed staff in such a way to produce low turnover among direct reports.* Presented at all Halff Associates’ Board of Directors meetings since 1997; prepared and presented on the audit committee report as well as a wide range of management team issues. * Served as primary liaison for government officials, successfully meeting with representatives from federal agencies, the IRS, state regulatory groups, and other municipal agencies to resolve business/financial issues.* Guided growth of the firm profitably from < 100 personnel to 600+ employees and regularly developed and implemented new corporate policies/best practices.