Experienced CFO with a proven record of establishing cross-functional partnerships to deliver stellar results. Agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle-market companies. Accountable for budgets up to $130 million and allocating resources to drive organizational and profit growth internationally. Particularly adept at streamlining, organizing, and leading company staff productively.

I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas:

▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $1 million capital raise for a tech startup, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy.

▶️ VISIBILITY: I design and implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, my group restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%.

▶️ PROFITABILITY: I develop strategies for profitable businesses. My team turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication in the supply chain.