Entrepreneurial companies benefit from adopting carefully selected corporate practices.
I work with clients to successfully meet their growth challenges; focusing on helping them with:
As a multi-dimensional executive with board experience, I have a track record of growth, turn around and strategic leadership. I am focused on, and highly successful, working in entrepreneurial environments with the need to develop stronger corporate practices. I bring my compelling organizational leadership and a straightforward management style to bear for my clients, focusing on advancing internal alignment based on my ability to relate to all stakeholders with the highest integrity. I am financially trained (with a Big Four background) and strategically insightful, as well as being a CPA. I have extensive expertise in developing collaborative teams enabling adoption of continuous improvement methodologies. I have been a key player in, or personally delivered, the following:
My specialties are:
I founded the Florida CFO Group with two other partners in 2010. I have over thirty years of experience utilizing my experience in accounting and finance in an executive leadership capacity. I currently serve on the Board of Directors of Flanigan's Enterprises, Inc. (BDL) as one of three independent directors including chairing the audit committee and service on the nominating committee and I have served on the Board of Directors of Junior Achievement of Tampa Bay, a local not-for-profit organization for over twenty years. I was a Tampa Bay Business Journal 2014 CFO of the Year Finalist.
Professional experience: Mergers & Acquisitions, Accounting, Budgets, Management, Due Diligence, Strategic Planning, Executive Leadership, Financial Modeling, Financial Reporting, Strategic Partnerships, Start-ups, Mergers, Forecasting, Treasury Management.