Featured Talent

Profile

Experienced financial professional with a proven history of delivering results for businesses operating in different industries and retail environments. A strong leader with extensive operational experience and a passion for optimizing financial performance by assisting other functional leaders to achieve their targeted objectives. Committed to efficiency and effectiveness through utilization of LEAN principles to streamline existing processes and developing new innovative solutions. Adept at collaborating with other functional leaders to develop strategic growth initiatives. Leveraging identified strengths of the business within a competitive marketplace and developing strategies to optimize those business strengths.

Career Highlight 1: Successful Turnaround: Started as CFO at a cash-poor struggling $22M business with negative EBITDA and drove change. Within 3 years the company had significantly higher margins, quadrupled revenue, delivering EBITDA of $25mM with positive cash flow. This was done by changing go-to-market strateges including refocusing product sales from lower margin wholesale business to higher margin retail business, implementing LEAN processes, driving KPI performance reporting & multiple successful acquisitions.

Career Highlight 2: Extensive experience as Division CFO of a $1.2B/year global business with responsibility for Financial Reporting, FP&A, and M&A, Executive presentations, quarterly earnings call preparation, SOX compliance, and facilitated internal and external audits. Joined this global publicly traded company via acquisition of the business for which I was the Controller, taking on a variety of ever-growing roles and responsibilities as needed to benefit the company and help achieve financial targets.

Career Highlight 3: Loyal and dedicated contributor to the financial success of an organization. Strong track record of identifying talent and developing staff to improve the strength of the finance and accounting department to benefit the overall organization. Have successfully completed numerous M&A initiatives including pre-acquisition due diligence, quality of earnings evaluations, synergy opportunities, working capital adjustments, and post acquisition integration into the business to optimize results.

Why Hire This Candidate (In Their Own Words): “I have succeeded in public accounting, Fortune 500 and small start-up companies helping CEOs and business owners optimize the business performance. A strategic thinker with strong analytical and the ability to articulate financial results across the organization to leaders without strong financial acumen. I am a strong wingman and business partner to CEOs and business owners.”

Strengths: (1) Trusted and respected people leader, (2) Data-driven decision maker, (3) Ability to identify opportunities for improvement across all functional areas (4) Effective at presenting financial information to the Board of Directors and Investors.

Hobbies & Personal Interests: Travel, golf, and boating.

Education: Bachelor’s in Accounting

Credentials: CPA License

Industry Experience: Business Services, Cannabis, Consumer Packaged Goods, Emerging Growth Companies, Manufacturing, Public Accounting, Retail, Wholesale & Distribution

Company Fit: Adaptable skill with success at small private business to large international public companies.

Management Experience: 25+ years leading teams ranging from 4 to a staff of 40 on a global basis.

Software Experience: SAP, Quickbooks.

Open To: Hybrid, In-office, Remote