Building a mission-driven company focused on delivering Fortune-500 level finance expertise and guidance to entrepreneurs and their small businesses. CounselFi.com is a THRV Capital company.

A boutique B-Corp Outsourced CFO company, helps business owners, management, entrepreneurs and their companies thrive by providing unique industry-specific finance and accounting guidance.

E-commerce cause-driven B-corporation to serve as a vehicle for change and to champion women entrepreneurs. Net proceeds distributed as grants. Cause: Inspire, Promote & Empower Women and Women's Causes.

Managed all company functions including financial, treasury, legal, credit, accounting, and IT functions. Provided key leadership to teams responsible for financial and operational risks and controls; audit and tax requirements; board reporting, planning, forecasting and analysis; job costing; capital restructuring and strategic growth and benchmarking; contract negotiations and investment/acquisition opportunity sourcing; and operational efficiency; and corporate development.

Investor-backed software firm.

Helped structure and advised on over $10 billion in syndicated debt offerings.

Led strategy, operations, organic growth and acquisitions. Sold in 2009.

Responsible for all aspects of financial, systems, treasury, operations and administrative management functions. Directed the bank’s financial policies, state and federal reporting, tax, budgeting, contract negotiations, financial consolidation and operational efficiency functions. Led negotiations with external accounting auditors and banking regulators.

Directed the entire organization’s financial policies. Led a five-person team accountable for the functional areas of finance, strategic planning, risk management, treasury, and reporting.

Advanced through various positions within the bank. Created bank-specific GAAP models, tax strategies, and reporting tools. Led the merger of the accounting functions in the Americas during the Banco Sabadell / Banco Atlantico merger. Led negotiations with external accounting auditors.