Featured Talent

Profile

Hands-on finance and accounting leader with 20+ years of experience across privately held businesses, nonprofits, and trade associations. Combines oversight of accounting operations, financial reporting, cash management, and external audits with budgeting and reporting for owners and boards. Earlier public accounting experience provides a foundation for financial oversight. Builds processes that improve accountability, financial visibility, and cost control. Secured a strategic partnership that reduced annual expenses by $500,000, established departmental budgeting, and implemented leadership dashboards. Brings 18 years of management experience leading teams of two to five, along with experience supporting a private equity sale process.

Career Highlight 1: Identified and secured a strategic partner that reduced annual expenses by $500,000. Also developed a process to track and monitor more than 700 Internet Service Provider accounts, reducing administrative time and identifying inactive accounts to eliminate unnecessary expenses.

Career Highlight 2: Established a structured departmental budgeting process connecting financial planning with operational goals. Increased department manager accountability and strengthened financial discipline to support growth.

Career Highlight 3: Developed and implemented leadership dashboards providing timely visibility into financial performance, key performance indicators, and organizational trends. Helped leadership assess business health and identify areas requiring attention.

Why Hire This Candidate (In Their Own Words): Offers small and midsize organizations a leader who can oversee day-to-day accounting while improving budgeting, reporting, and cost management. Combines hands-on financial oversight with demonstrated cost savings and experience communicating with owners and boards, developing staff, and creating practical processes that help leaders make informed business decisions.

Strengths: Accounting Operations; Financial Reporting & Analysis; Budgeting & Forecasting; Board Reporting; KPI Dashboards; Cash Flow Management; Process Improvement; Cost Reduction & Expense Management; Internal Controls & Compliance; Audit Coordination.

Hobbies & Personal Interests: Spending time with family, outdoor activities, pets, running and walking, and sports.

Credentials: CPA (inactive)

Industry Experience: Non-Profit, Private Equity, Public Accounting, Software, Technology

Company Fit: Small and midsize privately held businesses, nonprofits, and trade associations needing hands-on leadership across accounting, budgeting, cash management, and owner/board reporting.

Management Experience: 18 years of management experience leading teams of two to five employees.

Software Experience: Power BI, QuickBooks, Excel, Sage Intacct, BILL, LiveFlow, Google Apps, and Emburse (Certify)

Open To: Hybrid, In-office, Remote