If you fail to plan, you are planning to fail. My work with mid-size and high-growth enterprises focuses on developing and executing short and long-term business strategies that meet stakeholder objectives.
I work with business owners and management teams to understand the profitability of their company, product lines, customers and channels and translate that knowledge into strategies which focus on the following:
I have over 25 years of experience in accounting, leadership, and consulting with public and private, high-growth companies. My work extends across a range of industries with a focus on global manufacturers and distributors of complex capital equipment and medical devices.
As a senior-level financial executive, I have personally led or delivered the following:
I am a firm believer in big data IT solutions with an eye for adopting technology that promotes communication and innovation at a pace required by the company’s strategic plans. My approach to every engagement is to bring a sense of urgency while respecting the unique values of the shareholders, customers, vendors and employees. I’m devoted to my personal values of persistence, logic, humor, discretion, transparency, accomplishment and last, but not least, honesty.
I joined the Florida CFO Group in 2019 with over 25 years of financial experience and a demonstrated ability to lead finance teams through reorganizations, turnaround situations, M&A activity, system implementations, process improvement and cultural change. I earned a Bachelor of Business Administration (accounting) from Pennsylvania State University and was a CPA (license currently inactive). I also served as a Guardian Ad Litem: a court-appointed advocate for abused children.
Professional experience: Mergers & Acquisitions, Budgets, Strategy, Strategic Planning, Analysis, Sarbanes-Oxley Act, Process Improvement, Forecasting, Finance, and Operations Management.