I am seeking a position that is challenging and diverse. I enjoy working with stakeholders and moving the organization to achieve their goals and ambitions. I would like to use my critical thinking and change management approach using my “Out of the Box” Problem Solving & Cognitive Flexibility to move the organization forward
I have a MBA, BS (Finance & Real Estate). As a Senior Finance Executive, with more than 20 years of financial leadership experience translating business issues into risk mitigating actions by implementing corporate business strategies, identifying financial rewards and ensuring regulatory compliance, while building internal system controls for organizations ranging from small private companies to Fortune 1000 companies. Experienced in Mergers, Acquisitions divestitures with broad industry and functional depth thru identifying critical sequences of events required for successful conclusions. Successful implementation of FASB 606 Revenue Recognition Program. Familiar with a wide range of industries, including software, internet service, insurance, legal, aircraft maintenance, manufacturing, environmental, construction, agriculture, health, and beauty. Background has included both teaching at the University level and Director of the Small Business Development Center.
Highlights:
Provided interim CFO leadership to 14 companies and permanent CFO in a manufacturing company for ten years.
Served as a Consultant from 1986 to 2015 that focused tracking of business trends, KPI’s, review and definition of key financial processes, corporate ROI and cash flow projections. Transformation activities included analysis of company's asset management program, access to and use of capital markets equity, payment of fixed income annuities for client companies, management oversight of the organizations structure to preclude 'off the books' transactions. As Principal Consultant assisted owners of a company emerge from bankruptcy and proceed to be acquired by a larger firm. During the merger, I acted as CFO on an interim basis.
Designed corporate overviews of Merger & Acquisitions strategies on financial aspects of a M&A transaction including; a.) access to capital markets, b.) capital asset ROI analysis, c.) predictive financial modeling, d.) business process analysis, e.) accounting systems integration f.) establishment of a clean room structure for accounting in merger analysis and operations.
Project Manager for a major US company to map and quantify driving factors / data relationships for “Information Dashboards” used in the financial transformation of organizations to benchmark, improve, monitor and predict business performance. The project resulted in a net bottom line, after tax, profit improvement of 173%.
Assisted companies to emerge from bankruptcy by implementing financial controls, and sales strategy, with focus on sales strategies utilizing computerized searches of purchase requisitions.
Implementing capital expenditure programs to replace outdated equipment & software, and launched an ERP system resulting in 23% profit growth for the year.
As CFO for a manufacturing Company, prepared 5-year financial forecasts, created annual line item budgets with forecaster capital expenditure budgets based on capital improvement needs of the company. Coordinated capital financing needs with management requirements to improve financial performance through monthly reviews of budget Variance Reports, and launched an ERP system resulting in 23% profit growth for the year.
Conducted a multi-year analysis of insurance company payments to determine profitability of Physicians, medical clinics and hospitals for determination of continuing to accept patient insurance for services. Member of the final team that negotiated a new reimbursement contract which that resulted in an average 158% (multi-million dollar) increase in net bottom line profits for the each physicians and medical medical clinics.
Management / Business Consultant Consulting engagements included:
1) CFO leadership for 14 companies (Interim < 6 Months) and 1 permanent for 10 years
2) Project Team Leader / Manager for Mergers & Acquisitions
2) Financial & Business modeling and analysis
2) P&L and ROI and cost control analysis,
4) Financial policies analysis,
5) Accounting transaction analysis,
6) Business plan preparation with budget and forecast projections.