How I can help you
I have a significant amount of experience in finance and accounting for both for-profit and non-profit organizations. My work experience includes the service and entertainment industries, for a Fortune 500 company and the non-profit sector specifically in higher education and human services. My most recent experience was a financial consultant serving primarily as a chief financial officer (CFO) to several high-profile non-profit organizations. I was also involved in the start-up of a commercial cleaning company.
I was a key participant in several financial turnarounds and I am proficient in several areas of finance and accounting including:
• Strategic planning, business plans, and multi-year financial plans (3-5-year plans)
• Budgeting and forecasting (exceptional accuracy)
• Process redesign and change management (operations and finance)
• Compliance and internal controls (tax returns and other federal and state reporting)
• Performing financial needs assessments
• Peripheral areas: technology, human resources, purchasing and facilities management
In addition to finance and accounting, I have also been exposed to non-financial areas including operations, marketing, fundraising and administration. Finally, I have worked in the retail and hospitality industries and have an affinity for small businesses.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Non-Profit
- Operations
- Strategy & Planning
- Technology
Industry Experience
- Other Services (except public admin.)
- Arts, Entertainment, & Recreation
- Educational Services
