Featured Talent

Profile

Successful financial executive with a rare, diversified experience in many industry segments. Moved from a partner with a significant client roster and significant experience as a quasi-CFO for clients to an actual CFO for a company with 1,000 employees in 5 countries. As a CPA partner and CFO, have had significant experience with M&A, modeling, cash flow and operations metrics as well as corresponding compliance issues.

Why Hire This Candidate (In Their Own Words): “A company would hire me for my diverse, broad experience and because I am a self-aware achiever and exceptional mentor to and developer of staff.”

Strengths: (1) Exposure/experience, (2) business intelligence and (3) analytical ability.

Career Highlight 1: Reduced line of credit when first hired as CFO from $7m daily balance to $0 on a regular basis.

Career Highlight 2: Performed due diligence on multiple acquisitions, saving $1m.

Career Highlight 3: Was the youngest partner with the largest book of business at his public accounting firm.

Hobbies & Personal Interests: Tennis/exercise, reading every day, and grandchildren.

Education: Bachelor’s in Accounting

Credentials: CPA

Industry Experience: Business Services, Construction/Engineering, Financial Services, Manufacturing, Public Accounting, Technology, Wholesale & Distribution

Company Fit: Great fit for small-midsize companies.

Management Experience: Management experience as CPA with internal teams of 5 to 15. Finance lead over 25 global employees.

Systems Experience: Deltek Vision, OneStream, Workday for HR, and Adaptive for forecasting.

Open To: Hybrid, In-office, Remote