With over 30 years of experience in the financial industry, I have a proven track record of assisting organizations in implementing improvement-driven changes. My focus is on helping business owners identify and remove barriers to their growth, providing them with the financial expertise necessary to achieve their goals. .. SEE MORE
As a results-oriented executive, I am dedicated to working collaboratively with clients to find practical solutions that drive success. Whether it's through strategic planning, cash management, financial analysis, process improvement, exit planning, I am committed to delivering tangible results that positively impact the bottom line.
With my extensive experience in accounting, finance, process improvement, and internal controls, I offer a unique perspective that can streamline operations and guide companies towards financial success. I have a proven track record of parachuting into organizations and developing effective solutions using root cause analysis. My versatility stems from my background in large public multinational corporations, small entrepreneurial private firms, and non-profit organizations. Additionally, my technical acumen in engineering, manufacturing, consulting, food/beverage, and electronics allows me to approach problems from a multidisciplinary angle.
My international exposure dealing with projects in Mexico, Canada, South America, Europe, and Asia has given me a global perspective and a deep understanding of diverse business cultures. I am confident, energetic, empathetic, and charismatic, and I possess strong relational skills that enable me to build lasting partnerships with clients. Let me help your organization achieve its financial goals with my expertise and can-do attitude.
Areas of Expertise
• Accurate & Timely Financial Reporting
• Cash Management
• International Strategic Business Support
• Vision Strategy & Strategic Planning
• Analytical Solutions
• Process Improvement & Internal Controls
• Managerial Finance
• Budgeting & Forecasting
• ERP Systems & Integration
• Accounting & GAAP
• Compliance
• Funding Growth
• Obtaining Bank Loans
• Debt and equity Financing
• Leadership & Staff Development
• Currency Exchange Guidance
• Entrepreneurial Operating System
I graduated from Marietta College with a degree in Industrial Engineering minoring in accounting. I have an M.B.A with a concentration in Finance and Information Systems from Case Western Reserve University. When not working I enjoy time with my family and friends as well as physical fitness, Golf and photography. I have C.P.A. and C.M.A. designations in the State of Ohio (inactive). I currently reside in the Miami, Florida metropolitan region.
