Companies often find their growth potential stalled when they lack the foundation and infrastructure to scale their business.
Often they lack the resources and skills to effectively put in place optimal systems, strategies, and processes to support growth and operational performance improvement. My work with clients reflects an action-oriented, results-driven approach to creating financial and operational reporting that improves business performance, predictability, and visibility of business operations. My professional strengths include:
I have over 30 years of financial leadership experience with multi-unit internationals, software as a service (SaaS), manufacturing, and technology companies. While my role changes with each client I work with, several core deliverables remain consistent:
As a senior-level financial executive, I have led or personally delivered:
I joined the Florida CFO Group in 2019. Prior to joining the Florida CFO group, I had my own consulting firm providing interim and fractional CFO services and have over 30 years of experience in accounting and finance in an executive leadership capacity. I earned a Bachelor of Commerce from McMaster University in Hamilton, Ontario and my CPA, CA designation.
Professional experience: Mergers & Acquisitions, Leadership, Strategy, SaaS, Start-Ups, Enterprise Software, Management, Strategic Partnerships, Process Improvement, Forecasting, Strategic Planning.