CFO TURNED CONSULTANT | PARTNER IN NAVIGATING CHANGE AND DRIVING RESULTSPARTNERS IN RESULTS provides finance / accounting and management consulting to organizations and teams that need an upgrade. We partner with CEOs and leadership teams to build tools, teams, and initiatives that help them navigate significant change and deliver Results – in the form of growth, profitability, cash flow, and compliance.I have broad experience in a variety of industries (list below), in companies large and small ($10M to $7B), with various ownership models (public, private equity, family, ESOP), and across company life-cycle stages, from rapid domestic or global growth, to "steady state", to acquisitions or divestitures, and restructurings and turnarounds. I also have significant global and process change experience, along with 15 years of foundational training and culture with GE.AREAS OF EXPERTISE: INTERIM EXECUTIVE ROLES- CFO, Controller, VP of Finance, Head of FP&A, Investor Relations, Operational Excellence, etc.MERGERS ACQUISITIONS and DIVESTITURES- M&A Readiness and Preparation- Proforma Modeling- Due Diligence- Carve Outs- Post Merger Integration- Deal Closing Administration: audits, closing/opening financials, cash true-up, lender administrationFINANCIAL PLANNING & ANALYSIS (FP&A)- Reporting Build/Upgrade- Revenue Cycle Reporting & Analytics (bookings, backlog, revenue, churn/retention, "leakages")- KPI Dashboards- Product, Geographic, and Customer Profitability- Activity Based Costing- Restructuring and Turnaround Programs- Forecasting, Budgeting, and Strategic Planning- Data Warehouses and Planning ToolsACCOUNTING, CONTROLLERSHIP, AND SHARED SERVICES- Transaction Processing and Shared Services Builds- Accounting and Controls Assessments and Upgrades- Systems and Tools Implementations- Compliance Programs: SOX, Government Contracting (FAR+), International statutoryDIFFERENTIATORS- Global Operations (7-year expatriate, and decades managing in global operations)- Process Change (Six Sigma Master Black belt, Operational Excellence)- Cash and Working Capital Management- Investor RelationsPrevious Industries: - heavy equipment manufacturing - equipment servicing - energy and utilities - aerospace & defense - auto parts manufacturing - logistics - professional services - architecture/engineering/construction (AEC) - software and SaaS - payments and fintech - medical (veterinary)
Listed skills include Process Improvement, Forecasting, Management, Mergers And Acquisitions, and 28 others.