Software Skills
ADP
Android
Dropbox
Microsoft Excel
Microsoft Office
Microsoft Word
Quickbooks
Sage Intacct
Certifications
CPACertified Public Accountant
Sector Experience
Consumer Goods
Financial Services
Real Estate
Retail
Technology
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Jalan Financial Consulting
Management Consulting
Business Advisor / Consultant
1/2009 - Present
Serve as Interim / Part-time CFO / COO & advisor servicing start-ups & small to mid sized entrepreneurial companies in various industries. Provide financial guidance & counsel to turnaround, transform, transition & achieve optimal results. Develop/implement company strategy to increase stakeholder value & position for exit/capital transaction. Provide a “hands on” approach to operations, capital raising capital raising activities, marketing & strategic planning.
Windsor Companies
Operations
CFO & Partner
3/2006 - 1/2009
Regional Real Estate Development and Investment Company. Land development that focused on commercial, residential and brownfield projects.
Responsible for finance, capital raising, investor interface, operations, administration, HR, IT, negotiating contracts and land approval process for certain projects.
Responsible for finance, capital raising, investor interface, operations, administration, HR, IT, negotiating contracts and land approval process for certain projects.
Samara Brothers LLC
Operations
CFO & Partner
7/1989 - 3/2006
Leading Importer / Distributor of Apparel. Originally Private Equity backed company. $40+ million in sales. Responsible for Accounting, Finance, Financial Reporting, Tax Compliance / Strategy, HR, IT, Contract Negotiations, Supply Chain / Logistics and Distribution. Oversaw 10 direct employees and 20 indirect employees.
KPMG
Accounting
Tax Specialist / Senior Accountant
9/1984 - 7/1989
Tax Specialist / Senior Accountant