Castle Rock, CO CFO

Wendy is a licensed Certified Public Accountant with nearly 18 years of CFO, accounting, and M&A experience. She started her own CFO service business through B2B CFO^®® in January, 2010, and has helped multiple clients with their forecasting and cash flow management needs in the past year.

She has supported a broad range of industries, including financial services, internet, web hosting, e-commerce, consumer services, retail, oil & gas, and manufacturing companies. She has worked in companies ranging from start up ventures to well established businesses (public & privately held) including Western Union, and Verio (an NTT Communications Company) as well as «Big 4» accounting firm, Ernst & Young, LLP. Wendy has built companies from the ground up, participated in successful turnarounds, and provided financial support to companies experiencing double digit growth.

She has completed financial due diligence both as the acquiring management team and as the acquired, and has led the financial integration process for acquired entities. Wendy has also completed international due diligence projects, including ongoing finance support for acquired entities throughout Western Europe. She has experience negotiating contract terms, securing banking relationships, creating business plans, and acquiring capital. In her most recent engagement, she prepared and presented the financial statements and supporting data to multiple private equity investors, assisting the CEO in acquiring nearly $20M in capital.

This diverse background, coupled with a collaborative leadership style allows Wendy to determine client needs and implement immediate solutions that resolve client concerns. She has an extensive background in strategic planning, pro forma financial statement preparation, profitability analysis, annual planning (including cash planning) and preparation of meaningful management/Board of Director reporting.

Wendy has managed Accounting, Treasury, Accounts Payable, Internal Audit and Human Resources employees. She has completed new employee hiring and orientation, training, coaching and mentoring throughout her career. Her wide scope of responsibility has enabled her to focus on operations in addition to financial requirements.

An active member of her community, Wendy volunteers for the local Women's Crisis and Family Outreach Center and is a member os the South Metro Denver Chamber and Economic Development Group as well as the Castle Rock Chamber and Economic Development Council. She has been a Colorado resident since 1994 and has lived in Castle Rock for nearly 8 years with her husband, Drew, and their 2 young daughters.

Wendy graduated with Honors from the University of Wisconsin-Madison with a Bachelors degree in Business Administration, and an accounting major.

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