Featured Talent

Profile

I am a Senior Level Accounting / CPA Professional focused on 1) interim Controller work and small company interim CFO work and 2) one-off small projects such as setting up a 13-week cash flow. I work on out-of-town projects anywhere in the US / Canada, but also work here in Dallas, Texas. I learn the financial close process quickly, dig into the detail to close your books, mentor your staff, and provide recommendation to improve the financial reporting process.

I reduce the stress on the CFO / CEO from a change in the Controller / CFO or financial reporting function and provide the time and training to hire the right permanent person or just provide bench strength for acquisitions or specif financial goals.

Career Highlight 1: I guided a company on the decision of which private equity company to partner with and how much ownership to sell. I was then on the Board of Directors and discussed the financial performance with the private equity partner.

Career Highlight 2: I have walked into financial reporting disasters on several occasions and taken multiple steps to improve the financial process for a quick and accurate financial close.

Career Highlight 3: I have run due diligence on over 20 acquisitions throughout my career across several industries. I have also been involved in multiple occasions on the integration of acquisitions and follow up earnout calculations.

Why Hire This Candidate (In Their Own Words): A company should hire me because I bring best practices in accounting and finance from organizations in industries such as construction, medical services, retail and financial services. I also bring knowledge of accounting, finance, and acquisitions.

Strengths: My professional strengths including 1) the ability to adjust into a new company quickly 2) best practices knowledge from several companies across industries and 3) management of the financial close process and people.

Hobbies & Personal Interests: I like to attend sports events in different cities. I also help my wife with dog rescue groups.

Education: BS Accounting, MBA

Credentials: I have been an active CPA since 1997. In the past, I have held a CMA and CFM certification. I also have a MBA from a business school ranked in the top 50.

Industry Experience: Banking, Business Services, Construction/Engineering, Consumer Packaged Goods, Emerging Growth Companies, Equipment Leasing, Financial Services, Healthcare, Insurance, Life Sciences and Biotech, Manufacturing, Private Equity, Real Estate, Retail, Technology

Company Fit: I have mostly worked in private equity financed businesses averaging in the $100 Million to $700 Million range. However, I have also worked for smaller family owned and larger public companies.

Management Experience: I have around 10 years of management experience and I usually manage 3 to 6 people.

Software Experience: I have used Sage, Quick books, MS Dynamics (various versions) and company specific programs.

Open To: Hybrid, Remote