PROVIDING FINANCIAL DISCIPLINE, LEADING FINANCIAL STRATEGIES, LEVERAGING INFORMATION TECHNOLOGY AND BEST PRACTICES
CFO Services
In today's rapidly advancing business environment, effectively leveraging information technology is critical in optimizing an organization's effectiveness in demand creation through order fulfillment and treasury functions. I provide such solutions delivering the business transformations necessary to enable data driven decision making, yielding measurable enhancements to enterprise value.
SERVICES
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Fractional CFO
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New entity formation and operational infrastructure setup
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Cash flow management
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Full cash cycle processing
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General Ledger management
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Financial analysis
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Month End / Year End closing
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Financial reporting & presentation
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Operational procedures and internal controls
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Corporate secretary functions
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Budgeting, forecasting and reporting best practices
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Legal contract drafting and review
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Streamline operational efficiencies
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Compliance assessments
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Enterprise system implementation and administration
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Multiview ERP
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HCM, HRIS
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BI
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CRM
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Document management
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Insurance and risk mitigation
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Financial Statement clean up
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Manage and facilitation of financial statement audits
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Benefits administration
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Board and Investor presentations
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Establish KPI's, reporting and data driven insights
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SharePoint and Google Sites Intranet development
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401k and profit sharing plan setup and fiduciary administration
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Balance sheet account reconciliations
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Staff development
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Business process outsourcing
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Strategic planning
PROJECTS
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Corporate spin off and new entity setup of full operational mechanism, systems, processes, policies and procedures
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ERP System Implementation project lead for manufacturing, distribution, SaaS and professional services environments
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Oracle JDE E1
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Epicor
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Unanet
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NetSuite
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QuickBooks
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Change Management facilitation
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Internal Audit
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Operations Assessment
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Year-end Financial Statement cleanup and audit prep
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Due Diligence Business Issue lead for product line asset purchase from a Fortune 500 international corporation
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Business Process and operating procedures documentation
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Facilitation of Business Process Outsourcing
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Expanded Sales Coverage by establishing a network of reps, resellers and distributors
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Implementation of BI tools, KPI's and data driven insights with real time link to ERP system
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Implementation of HCM platform for integrated payroll and benefits administration
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Setup of 401k and profit sharing plan.
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Corporate representation in a stalking horse asset bid in bankruptcy proceedings
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Post merger integration of corporate acquisition
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Company wind down with business unit sale facilitation, support and management of process
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Facilitation of debt and equity financing to fund growth initiatives
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Nonprofit setup with tax exemption application (IRS Form 1023) filing and Letter of Determination successfully granted
INDUSTRIES
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Software Development Services
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SaaS
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Product Distribution / Reselling
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Private Equity
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Engineering Manufacturing Services
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Contract Manufacturing Services
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Technology Consulting
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Nonprofit 501(c)3
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Impact Investing / Community Development
ABOUT ME
Highly skilled professional with over 25 years of primarily C-level executive management experience in finance, accounting and enterprise systems servicing a variety of industries including SaaS, Telecom, product distribution, Technology Consulting, Software Development Services, Private Equity, Impact Investing, Contract Manufacturing and Product Engineering in startup and growth stage domestic and international companies.
I specialize in implementing efficiencies across all operational aspects of organizations. Whether it's leveraging my vast base of experience and competencies in business administration, finance & accounting, information systems, human capital management, operations and corporate governance, or leveraging my network of respected and proven tax, legal, management, and IT specialists. I provide innovative and cost effective solutions to optimize business operations that deliver performance and enhance enterprise value.
Here are some of the areas where I have helped organizations: ERP and HCM system implementation, integration and optimization, legal structure and tax domiciles, enhanced internal controls and operating procedures, quality assurance processes and procedures, IT project management, policy documentation, human capital management best practices, business process outsourcing, mergers and acquisitions, strategic alliances, joint ventures, business plans, financial modeling, integrated budgeting, tax and regulatory compliance, internal audit, forensic accounting, day to day accounting functions, and operations restructuring.
I approach every project and assignment with a focus on measurable results and clearly defined ROI