Outsourced SMB Chief Financial Officer I provide a clear path to growth and increased profitability for business owners. While lots of businesses have bookkeepers, or controllers and tax CPA's, all of these folks tend to focus on the past. They are compliance people, and while talented, are very uncomfortable discussing the future. My focus is getting you from where you are today to where you want to go. This level of business and financial clarity is often not present, but I love helping people get on the right path and keeping them moving forward. I have the rare combination of being able to not only be "hands on" as necessary, but can also be a strategic synthesizer of the organization's goals and financial resources. Throughout my career, I have led teams in technology services, manufacturing and nonprofit environments in reaching organizations' financial goals, and fulfilling the mission and vision of each organization that I assist. Core Competencies - Entrepreneurial understanding of financial management - Advanced financial reporting, cash flow forecasting and budgeting expertise- Expert knowledge of QuickBooks and Excel- Goal setting and execution - Mergers and acquisitions - M&A due diligence and integration - Small and medium sized enterprises (SMEs) - Process improvement - Strategic system implementations - Debt financing - Team development Selected Achievements- Raised over $50M in funding for clients from banks and outside investors for expansion and acquisitions. - Identified and implemented an apparel ERP solution that allowed a 350% growth in production.- Drove operational maturity as a managed service provider to collect 99.7% of services billed.- Led revised costing/pricing strategy that resulted in substantially more accurate product costs and bids which increased gross margins by 18%.
Listed skills include Entrepreneurship, Leadership, Management, Strategic Planning, and 54 others.