30+ Years of Experience
Joe is a senior financial leader with over 20 years experience as a Chief Financial Officer. After starting at KPMG, he moved into the property management, real estate development, and multifamily construction business, managing the accounting and IT needs of a privately held group of over 100 affiliated companies. After winding up the affairs of that company, he moved to another similar group of companies that included single-family home construction.
He was part of the executive team that took Champion Windows, a manufacturer and business to consumer retailing empire with over 70 locations at its peak, through a complex sale to private equity, a syndicated debt offering, and subsequent debt & equity restructurings. Joe was instrumental in developing enhanced metric reporting, detailed management reporting of key metrics and financial results to national, regional, and local operational leaders as well as outside reporting to banks, investors, and supply chain partners. Joe was also responsible for management buyouts of retail location division mangers.
He has also handled financial due diligence, hiring assistance, and post-acquisition financial oversight and staff mentoring for an acquisition and reviewed throughout his career. He has used his strong tax background to make sure the right information gets to the tax accountants, federal state and local returns are accurately prepared, and that owners understand the tax side of business.
Specific Areas where Joe can assist:
Joe is a 1989 graduate of Michigan State University's Program in Professional Accounting, with a BA and MBA in Professional Accounting.