I’m a B2B CFO® Partner, with a passion for helping the owners of privately-held businesses realize their goals, both those that pertain to their business and those that provide assurance for their future. For over 25 years, I’ve been helping business owners plan for the future, improve cash management and forecasting, increase profitability and lead their organizations through an ever-changing business environment.

Helping owners and executives gain visibility into causes of sub-par profitability and develop solutions together lights up my work day. I love challenges and finding ways to overcome them. Business wins truly gratify me. I consider it a privilege to advise and support owners in business structural changes as well as effective succession planning and preparation.

Our world changes so quickly and businesses have to be prepared in ways we’ve not experienced before to address the new and varying challenges that we face. I would be honored to visit with you to learn about you and your company. Perhaps together we can activate the positive change you’ve been desiring for your organization.

As an advisor and executive team member to owners and executives, I have impacted organizations across a broad spectrum of key business aspects including growth through mergers and acquisitions, divesture of assets or holdings, business succession planning and business exit strategies. I have directed initiatives for improvement of risk management as well as managed and helped guide organizations through disaster recovery. My oversight of human resources provided key feedback to optimize compensation and benefit structures to drive profitability. I have also served as a compliance and regulatory advisor in human resources, financial reporting and other areas to help safeguard against loss due to non-compliance.

I have demonstrated ability to identify ways to increase efficiency and productivity through system improvements, procedural changes and personnel placement and growth. I have developed and led efforts to enhance profitability by identifying and closing avenues of revenue leakage, eliminating unnecessary costs, and providing greater visibility to revenue and expense drivers to all levels of management. I am a proven resource to help guide companies through circumstances of growth, transition and innovation.

Established competencies in the following areas:

• Executive advisor to owners and other executives
• Strategic planning
• Identification of key business drivers and effective use to improve business results
• Profitability improvement
• External financial & internal management reporting
• Budgeting & forecasting
• Cash flow management
• Process & job costing
• Revenue assurance
• Bank relationship oversight – treasury & financing
• Systems implementation & integration
• Inventory optimization
• Internal controls and internal audit
• Contract negotiation
• Insurance & risk management
• Disaster recovery
• Initiator & facilitator of change
• Human resources management
• Personnel development & growth