CFO  ~  Non-Profit expertise as well as start-up and other for profit roles. Leader & Mentor. Team management up to 30 with strategic hands-on ability. Unique acumen includes investment portfolio responsibility, contract negotiation, project management, and COSO framework process integration elevating the control structure. CPA, MBA, CIA, CMA

Big 4 Partner  ~  Specialty in M&A/divestiture transactions bringing a passion to contribute to growth and change. Full circle knowledge spanning deal structure, valuation, financing, carve-outs, purchase accounting, and integration. SEC & Technical accounting horsepower stemming from leadership as the firm partner in charge. CPA

Controller & Project Management ~  Repeat clients & fantastic reviews, someone who can do just about anything! Monthly close, process redesign, SOx management, forecasting, financial reporting. Team responsibility up to 15 members. PM examples: ERP and planning tool implementations, shared service center transition, project plan development and scorecard reporting. CPA

Sr. Level Business Analyst ~  Excel & Access data mining and modeling guru. Development of tools and process roll-outs affecting business performance. Examples include: streamlining reporting, data collection, and validation. Complex modeling in areas of pricing, allocations, mix analysis, and service activity/cost relationships among others. CPA

Director Financial Planning & Analysis ~  Loves to jump into a business challenge and make a difference! Fortune 100 to mid-sized company experience. M&A due diligence analysis and valuation, business strategy review, competitive analysis, metric monitoring and development, margin analysis. Has all core acumen of planning, forecasting, management reporting. MBA, CPA

Related Partner Kudos ~

“We appreciated her contributions during her contract service with us.  The position filled a new role that is largely undefined and unchartered.  In spite of challenges posed by internal peers, she identified opportunities to add value by centering our focus on visionary / framework short comings.  We believe if we can address her documented observations, we will greatly increase the probability of project success.”

“Great personality & style.  Works tremendously w/ people.  I'm glad you found him for me.”

“His strengths clearly include a great personality, strong communications, flexibility and dependability, excellent financial experience as well as great comfort with Excel….he caught on very quickly….  His sense of humor matched-up nicely with that of our crew!  I highly recommend him for a broad array of financial management challenges."