I founded Fintelligent to bring effective financial operations to high growth companies. We provide entrepreneurs a turnkey financial department so they can focus on growth. Using the sound data platform we constructed, I focus on providing information and guidance to management that generates significant, hard-dollar results. My team and I use the latest cloud technology to manage our client’s books and give them real-time feedback on their sales, profitability and cash flow. I focus on clients in the technology, consumer goods and business services industries. Here are a few examples of what I have done for them recently:- Automated data entry for over 500 monthly invoices, reducing the amount of input time from over 20 hours per month to virtually zero.- Prepared robust financial models to set performance metrics resulting in annual sales gains over 100% for several clients.- Developed product cost and pricing targets by stock keeping unit (SKU) resulting in total corporate annual gross margin increases of over 20 margin points. - Assisted in fundraising efforts to secure over $15M in debt and equity capital- Provided new dashboards and reports to help management remain on the path to continuous improvement- Managed financial audits resulting in clean opinion from independent CPA firmI strongly believe that Fintelligent’s solution provides entrepreneurs a more effective financial operation at less cost than if they ran it in house. We’ve seen the results our system delivers and they are impressive.

Provider of contract financial and operational executive services to growing companies. Served clients in multiple industries, including: IT, services, manufacturing, and defense.

Managed financial and administrative functions for manufacturer of orthopedic devices. Raised debt & equity financing, implemented plans & controls, conducted performance and strategic reviews.

Led practice area to provide advisory services to emerging companies: strategic planning, customer satisfaction and process reengineering.

Performed operational reviews of overseas subsidiaries. Managed budgeting and planning for US men''s care line. Product manager for men's toiletries brand portfolio.

Provided analysis to bond traders and implemented new technology to automate fixed-income trading operations activity.