As CFO and Co-Owner of Optima Solutions, I have successfully led financial strategy and operational efficiency, driving significant growth while positioning the company for sustained success. Over the last two quarters, we increased revenue by more than 50% and achieved 100% growth in monthly recurring revenue (MRR). By streamlining processes, such as automatic payroll for our international workforce, and reducing payment processing fees by 0.8% through strategic negotiations, I’ve bolstered both short-term gains and long-term financial stability.Our pull-not-push invoicing approach has reduced overdue accounts receivable to 97% paid on time, strengthening our cash flow and enabling Optima to reinvest in key growth areas. My initiatives to decrease software expenses by 40% and control overhead growth have further enhanced profitability, creating a resilient foundation for future expansion. As HubSpot's North American Partner Council President until April 2025, Optima Solutions is poised to lead the CRM and automation industry, thanks to our robust financial health and strategic vision.Key Achievements:Increased revenue by over 50% and doubled MRR in the last two quarters.Streamlined automatic payroll for international employees, supporting scalability.Reduced payment processing fees by 0.8% through strategic negotiations.Achieved 97% on-time payment of AR with a pull-not-push invoicing method, stabilizing cash flow.Reduced software expenses by 40% and optimized profitability by managing overhead growth.Strengthened Optima Solutions' position as a leader in CRM solutions as HubSpot's North American Partner Council President through April 2025.

As the Founder of VeriFin Solutions, I’ve led the company in delivering a comprehensive suite of financial services to small businesses, including funding, bookkeeping, and strategic consulting (Fractional CFO services). Since our inception, we’ve helped over 700 clients unlock new avenues for growth and achieve their financial goals.Drawing on my experience in serving over 3,000 businesses throughout my career, I’ve shaped VeriFin Solutions to provide hands-on consulting and custom-tailored financial strategies. In 2023 alone, we facilitated over $50 million in funds disbursed to our clients. Additionally, one of our partners generated over $8 million through our partner program.Under my leadership, we’ve built a dedicated team ready to serve our clients with a strong focus on delivering excellence across our offerings. From securing capital to managing finances and providing strategic financial planning, our goal is to eliminate common barriers to business success and drive sustainable growth.Key Achievements:Facilitated over $50 million in funds disbursed in 2023.Helped one partner generate $8 million through our partner program.Served over 700 clients with tailored financial strategies since our launch in 2022.Leveraged experience from serving 3,000+ businesses throughout my career.Built a high-performing team that ensures seamless client service across funding, bookkeeping, and consulting.

As a key member of the C-suite at 0 Percent, I led the growth of the funding department, scaling monthly capital disbursement from $500,000 to over $5,000,000. I built and managed a team of 4 employees, implementing process improvements that enhanced the customer journey and increased efficiency. Additionally, I spearheaded the development of a new funding program that generated $252,000 in its first 60 days post-launch.I directly contributed to securing capital for the company’s real estate and hedge funds and played a pivotal role in growing 0 Percent from $250,000 in monthly revenue to over $1.2 million by the time of my departure. During my tenure, I successfully served over 2,200 clients, ensuring the delivery of tailored financial solutions and driving the department's expansion.Key Achievements:Scaled monthly funding disbursement from $500k to $5M+.Built and led a high-performing team, growing the department from 1 to 4 members.Designed and launched a new funding program, driving $252k in revenue within the first 60 days.Facilitated capital acquisition for the company's private fund initiatives.Contributed to 0 Percent’s revenue growth from $250k to $1.2M+ per month.

At Elite Allergy, I successfully expanded the company’s footprint by bringing new business to Missouri and establishing a strong presence in the state. I led the effort to onboard family practices and pediatricians, introducing them to our in-house allergy program designed to improve patient care and enhance revenue streams.To support the company's growth, I hired and trained a team of sales representatives, equipping them with the knowledge and resources needed to effectively sell our services. My leadership helped drive business development, resulting in expanded market reach and consistent sales performance.Key Achievements:Expanded Elite Allergy’s business into Missouri, securing new clients in the region.Developed and led a team of sales representatives to drive business growth.Successfully onboarded family practices and pediatricians to adopt the in-house allergy program.Increased revenue and market presence through targeted sales strategies.

After successfully landing key clients, I transitioned into a sales leadership role in addition to logistics director, managing a tri-state territory. I was instrumental in expanding the company’s business into new markets, bringing in clients from Missouri and Tennessee for the first time in the company’s history. In addition to driving sales growth in previously untapped regions, I built and led a team of 3 sales representatives, ensuring they had the tools and support needed to close deals and grow our market share.My leadership and sales strategies resulted in a significant increase in revenue and market presence across the region, while consistently exceeding sales targets and fostering long-term client relationships.Key Achievements:Expanded company operations into Missouri and Tennessee—new territories for the company.Built and managed a team of 3 sales representatives to support territory growth.Consistently exceeded sales targets within the tri-state region.Drove new business growth by establishing relationships with key clients and delivering tailored solutions.

As Logistics Director, I oversaw a multi-million-dollar monthly pharmaceutical budget, ensuring seamless operations for over 250 clients across the U.S. I led all aspects of shipping, inventory management, purchase orders, and customer service, establishing an efficient inventory system that ensured no supply chain disruptions. My negotiation of shipping and wholesale contracts resulted in cost savings, while maintaining a 98% on-time delivery rate and high customer satisfaction throughout my tenure.I streamlined inventory orders to once per month, simplifying the accounting process and optimizing operational efficiency. Additionally, I ensured compliance with all regulatory standards, successfully passing pharmacy board inspections. As part of the C-suite team, I played a pivotal role during the company’s merger and acquisition, ensuring operational continuity and supporting strategic decision-making.Key Achievements:Managed multi-million-dollar pharmaceutical budget for 250+ national clients.Achieved 98% on-time delivery rate for all shipments over a three-year period.Designed and implemented an efficient inventory management system.Negotiated cost-effective shipping and wholesale contracts with suppliers.Supported the successful merger and acquisition as a member of the C-suite.