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We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, Phone, Video
Languages: English
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, financial consulting, and in the non-profit sector 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 have small business experience in the following areas:
• Retail liquors
• Commercial cleaning
• Asset protection
• Technology
• Hospitality
• Entertainment
• Cannabis
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. I have an affinity for small businesses.
Areas of Expertise
- Accounting & Finance
- Budgeting
- Business Plan
- Cash Flow
- Management & Operations
- Strategy Development
- Technology
Industry Experience
- Arts, Entertainment, & Recreation
- Business Consulting & Coaching
- Education
- Food & Beverage
- Nonprofit
- Professional Services
- Wellness, Healthcare, & Home Health
