• Partner with owners and/or management to provide finance and accounting consulting and contracting services
• Services include debt financing, cash management and forecasting, budgeting, variance analysis, financial statement reporting, financial modeling, and financial transformation

(I was initially an employee until I started my own business, through which I currently retain Alpine as a client)

• Partner with the CEO / owner and Executive management of this fully remote online HVAC retail company to support strategic planning and to ensure sufficient liquidity, risk controls, and proper financial statement reporting
• Developed financial planning models and improved/improving processes and reporting & analysis

• Played a key part in the long-term evolution of this Company from a collection of small individual businesses to the current multi-billion dollar Company
• My contributions included budgeting, forecasting, ROI calculations, acquisitions, leading the Power BI roll-out and new data warehouse creation and implementation, financial and data models and dashboards, leading the FP&A department, debt financings, Board of Director packages, creating certain incentive plans

• Managed the budgeting, forecasting, financial oversight & planning, and presentation of business changes to Senior Management of a global IT infrastructure group and a US Business Unit
• Created financial models and performed select month-end close processes

• Managed a portfolio of real estate mezzanine loans and conducted due diligence for investments ranging from $1mm to $7mm
• Created an asset management model to ‘flag’ potential project issues, forecasted project cashflow, IRR, and downside scenarios for new business proposals
• Conducted market research and drafted new business development presentations

• Worked with the Controller and functional heads to generate the FY2003 budget involving project-based accounting, assisted with variance analysis as necessary
• Created a financial statement forecasting model used to secure a $5mm line-of-credit and to fulfill bank reporting requirements

• Played a key part in increasing the return on a $500mm portfolio of Fortune 1000 corporations by performing credit risk, cash flow, and industry analysis. Involved working with the senior financial management of client companies
• Forecasted financial statements, ran downside scenarios, researched industries, and created presentation for senior management