Overall responsibility for the strategic, financial and operational management of the organization, which included multiple companies in various environments – manufacturing, retail & real estate. Supervise and provide leadership to staff. Manage banking relationships, P&L and cash flow. Assess and make decisions on human resource, various insurances, legal and regulatory compliance issues. Responsible for accounting, auditing, compliance, reporting functions and tax planning.

Gathered, organized and analyzed 2 years of operational and financial activity to assess historical performance and establish a benchmark for this start-up company. Elevated the company reporting to balance sheet and income statements including a cash flow dashboard. Developed reporting templates, identified performance metrics and feedback mechanisms, established new processes and procedures. Vet the feasibility of real estate projects and sourced opportunities.

I identified, cultivated and managed strategic relationships with the intention of being regarded as a “banker of choice” within my internal and external target market. I maximized my exposure to opportunities by being actively involved in the community and various professional associations. My target market was operating companies with revenue north of $2MM and credits north of $500,000. I was requested to be included in larger complex deals given my analytic and credit skills. My experience as

Managed three core responsibilities, namely, Business Development, Strategic Planning and Corporate Responsibility. In my business development role, I performed a deep dive into the retail distribution channel and composed a competitor audit to establish an understanding of the grower shipper landscape and develop an awareness of strengths and weaknesses within the competitive space, to shape, leverage and position my pitch, company and product accordingly. Highlight of this core competency was

Assist in the management of the McDonald’s relationship and drive growth in the related business volume. Interacted with McDonald’s leadership as well as the Taylor Farms national plants that served the McDonald’s system. Was responsible for modeling business scenarios that eventually led to an $80 million proposal, drove product innovation and development, addressed quality, food safety and sourcing concerns, explored transportation efficiencies and was otherwise a point person for McDonald’s c

I specialized in valuation engagements related to marital dissolutions and merger & acquisitions projects. A core competency in my role was to develop an intimate understanding of the business operations and goals as well as to identify a related risk profile. As such, I spent time understanding all aspects of the business, industry, economic outlook, etc. to develop a comprehensive opinion of value. I utilized business valuation standards and industry information to compose detailed reports tha

Worked primarily on business valuation engagements and forensic cases. However, I also had to work the "busy" season assisting with tax preparation.

Earning my stripes in the public accounting arena. Focus was in the technology sector (Silicon Valley). Clients were primarily public companies. Occasionally worked on initial public offering engagements.