Provide fractional CFO services to growth-focused private equity-backed, entrepreneurial, and mid-market companies. Help business owners gain control of their financial operations, improve profitability, and prepare for scale, exit, or strategic transition.

Key accomplishments and capabilities:

Designed and automated executive dashboards using Power BI, integrating data across accounting, payroll, job costing, and operational systems

Built dynamic cash forecasting models and job profitability reporting tools to support confident decision-making

Led companies through complex transformations, including exits, Chapter 11 restructures, and growth-stage reinventions

Implemented 9 ERP systems, aligning financial structure with GAAP compliance and operational needs

Developed revenue recognition processes, inventory frameworks, and pricing models tailored to each client’s industry

Led financial turnaround for a highly leveraged manufacturing business, managing key relationships with institutional noteholders including AIG and TIAA-CREF

Secured a $30 million working capital line of credit and successfully restructured $70 million in long-term debt

Imposed company-wide spending discipline and improved cash flow management through enhanced forecasting and controls

Accelerated receivables collection and negotiated favorable advance rates and payment terms with trade creditors

Oversaw the successful implementation of a new ERP system to support operational transparency and financial reporting

Provided fractional and interim CFO leadership to mid-market companies, often in high-stakes or transition environments. Led financial turnarounds, cash flow improvements, and system overhauls across private equity, entrepreneurial, and family-owned businesses. Trusted advisor to CEOs and investors—delivering clarity, structure, and results when it mattered most.

Led the launch of TechAlt’s financial operations, including implementation of its first accounting systems and internal controls

Established company-wide health and business insurance programs to support early-stage growth and employee retention

Directed the company’s initial SEC registration and reporting processes, preparing the organization for capital raising and public compliance

Provided financial leadership in budgeting, forecasting, tax strategy, and cost variance analysis during a critical start-up phase

Applied strong analytical, communication, and cross-functional teamwork skills to support rapid product development and market readiness

Provided financial leadership for a newly independent company specializing in the design, manufacturing, and marketing of wireless access control devices

Established foundational financial processes, including budgeting, forecasting, inventory analysis, and internal controls tailored for a high-growth manufacturing environment

Led investor relations and board reporting, delivering actionable insights and financial transparency to support strategic decision-making

Oversaw financial reporting, balance sheet review, and cost variance analysis to drive performance and operational efficiency

Supported executive team in navigating early-stage challenges, positioning the company for sustainable growth and future capital strategies

Oversaw the company’s successful transition from Chapter 11 bankruptcy to preferred supplier status with major OEMs

Managed manufacturing, finance, and IT operations, driving alignment across departments during financial recovery

Selected and implemented a new production software system, reducing inventory levels by 25% and improving delivery performance

Led the financial planning and execution of offshore production transition for an international smoke detector manufacturer

Oversaw the financial start-up of a new manufacturing facility in Mexico, supporting cost-effective global expansion

Coordinated the successful implementation of an integrated MRP system to enhance production and inventory management

Developed detailed cash flow forecasting models that supported and secured external financing for the new operation

Provided high-level financial analysis to the executive team for a $2B division of Atlantic Richfield (now BP)

Coordinated global budgeting efforts and led the preparation and analysis of full-year financial forecasts

Developed and maintained corporate financial planning models to support strategic decision-making at the division level

Manufacturing cost accounting, capital expenditure evaluation, inventory control, and management, ERP implementation