Startup company: business valuations, business brokering, CFO services, accounting, tax, business coaching.

• CFO services, business/data analysis, KPIs, improvement and planning for dozens of clients.• Direct and perform valuations of small to $100M clients throughout the US. 100s of valuations performed in various industries.• Began valuation and brokering operations in California and Texas.

• Fiscal leader for a 1,000+ FTE organization, directing all financial activities: accounting, audit, budget, compliance, contracts, debt management, grants, HR strategies, IT strategy, payroll, procurement, reporting, risk management, and long-term planning.• Built strong relationships and mentored executive leadership on financial opportunities.• Developed and implemented over 10 plans to increase revenues each year over 4%, when expectations were negative revenue growth.• Saved millions of dollars in costs via operations analysis, cash flow analysis and reporting, and improvements in long-range planning, contracts, budgeting, procurement, safety, self-insured health care, insurance claims, debt refinancing, billing, and technology.• Developed and updated financial and operational strategic plans.• Increased effectiveness of the annual and ongoing budget creation, advisement and monitoring. • Enhanced safety throughout all departments, particularly to ensure viable self-funded insurance.• Benchmarked departments for efficiency analysis and to educate the public on performance.• Collaboratively implemented several new policies to modernize and optimize county operations, including a state-of-the-art procurement policy saving 35% of procurement costs.

• Sales leader achieving 75% win rate, the highest rate in the 26,000 FTE engineering company.• Created innovative business plans and created financial and operations models to restructure client operations that improved performance, reduced risks, saved costs, and optimized profitability.• Built $500M in operational plans for over 50 medium-sized to Fortune Global 500 companies, comprising 12% of all corporate revenue. Reduced various client operating costs by 10% - 20%, totaling over $50M in client savings, while improving service levels and meeting all Key Performance Indicators.• Managed and controlled client project budgets to ensure company values and contractual performance requirements, including Risks & Opportunities (R&O) and Quarterly Estimate at Complete (EAC) analysis for each client.• Designed and implemented risk, due diligence and communication plans for all teams to effectively obtain a holistic understanding of client operations to build comprehensive business plans and gain approvals from corporate and municipal client executives.• Developed benchmarking, competitive analysis, budget versus actual analysis, performance standard analysis, margin analysis, reporting, and business trend analysis.

• Project management for all sales and implementation phases including gap analysis, configuration, database cleaning, data migration, integrations, testing, user acceptance, training, customer support, customized procedure documentation, and upgrade management.• Sales manager, identifying and developing the initial market for new financial software. Sold the system while still in its design phase to six clients, resulting in $2M ongoing annual revenues.• Envisioned, designed, and implemented a state-of-the-art financial software (SaaS).

• Developed and implemented a brand-new tax administration department, a joint-venture for two large governments, in only 4 months, that increased revenues by 12-25%. Created tax and auditing codes, established policies, recruited and trained staff, and publicized communications, and negotiated with several new vendors.• Built the most innovative tax administration organization in Colorado, including the first Colorado municipal internet tax payment system.• Implemented and repurposed database and records management systems to increase system efficiencies and eliminate consultant costs.

• Directed finance, audit, and utility operations members. Implemented cross-training and new procedures to produce a high-performing team and enhanced customer service.• Increased $1B in revenues for all Colorado governmental entities via an innovative tax nexus enforcement process resulting in tax equality.• Streamlined cash handling and reporting procedures to increase staff utilization over 10%. Introduced technologies.

Assisted startup and ongoing restaurant operations at corporate headquarters in a high-growth environment.Supported nearly 2,000 stores in 45 US states, Boston Market and Einstein Bros. Bagels.