Foresight CFO ("FCFO") is a financial services firm that partners with CEOs to streamline operations, liberate cash and uncork performance to give leaders the option to grow their company, attract new capital and prepare for a sale. FCFO provides financial expertise, analysis and hands on work to drive operational and personal goals.

• Designed, quantified and executed a zero-based budget that drove $8.0 million per annum cost savings that included headcount reductions and vendor cuts.
• Identified $1.6 million in excess inventory and worked with purchasing and sales departments to liberate the cash and reduce reliance on external financing.
• Reviewed and redesigned customer discount policies increasing sales 30% within six months.
• Created business plan and financials, forecasts and KPI’s for a product line extension doubling the size of the firm in less than one year.
• Quantified and documented a 5-year 7x growth plan including annual targets, capital needs and staffing needs.

Westmoreland Partners is a boutique financial services firm that works with start-up's, growth and in transition companies. The practice provides Financial Planning & Analysis ("FP&A") services focused on strategic and financial modeling.

Accomplishments:
• Worked with R2-certified electronics recycler to build and drive a state-of-the-art data destruction business. Delivered a comprehensive business plan that included long-term financial statements aligned with short-term goals.
• CFO of electric vehicle subscription service that partnered with municipalities and utilities to catalyze mass market EV adoption.
• Developed a robust and consistent financial model and communication strategy for a FinTech start-up that supported new investment for sustainable growth.
• Designed and implemented robust forecasting processes and tools for a GovCon to ensure liquidity and a long-term strategy that supported revenue growth, cost controls and cash flow expansion.

Led finance functions for $4 Billion international airline services company. Responsibilities and accomplishments included:

• Implementing a global FP&A function that entailed standardized reporting and analysis across 20+ countries and 135 locations that resulted in a consistent and repeatable process to underpin executive decision support, drive reliable financial reporting and align corporate targets.
• Coordinating and performing modeling and analytical support of over $500 Million of new business opportunities per annum resulting in higher margin business that supported mid-term cash flow and profitability targets.
• Leading and performing quantitative labour support and analysis of 10+ labour negotiations per annum in 10+ countries (USA, Australia, Germany, …) in support of contract negotiations and labor cost controls resulting in labour cost savings in excess of $50 Million per annum.

Senior member of market leading firm advising companies on investor relations and financial communications. Responsibilities included: Lead DC-metro Capital Markets Communications practice, with clients in Technology, Defense and Biotech, designing and implementing world-class, best-practices IR functions including high-level counsel, earnings support, crisis communications, investor perception studies and investor targeting exercises.

Multiple finance leadership roles for $100 Billion Technology company. Responsibilities and accomplishments included:

• Advising and leading confidential projects for Board of Directors.
• Executing $24 Billion Compaq merger strategy, including a winning proxy battle.
• Implementing processes that interlinked short-term forecasts, annual budgets and long-term strategy that underpinned operations, capital investments, compensation strategies and M&A activities.