What I offer
Financial Consulting
One time consulting session that will help quickly identify financial pain points, create action plan to quickly remedy the pain for long-term positive results.
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Financial Clarity Workshop
Problem solve and identify areas of improvement by incorporating financial management framework for long-term financial success.
Business Clarity Workshop
Fact finding mission to identify business issues. Create an action plan to provide insight and clear path to longer-term financial success.
Fractional CFO
Trusted Finance Business Partner to business leadership team. Provide the strategic financial leadership needed to help the business scale more effectively for the longer-term.
Experiences
Strategic Planning & Business Transformation
Work closely with business leaders to:
- Enhance financial management reporting
- Optimize costs and business processes
- Create a robust business intelligence performance reporting process to provide additional financial transparency such as key performance indicators (KPIs) and dashboards
Digital Transformation
Strategize to identify manual processes that can be enhanced digitally.
- Workflow automation
- Streamline workflows
- Design and implementation of accounting and ERP systems
- Create a more robust system to meet needs of business
Cross Functional Business Partner
Partner with senior leaders to enhance their decision-making skills.
- FP&A
- Business analysis
- Product profitability analysis
- Enhance internal controls
- Mitigate risk
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Finance Lead - Small and Midsize Companies
In an ever-changing world of technology I have the ability to be the C-suite's trusted finance business partner in:
- Capital and expense management
- Project finance management
- Cloud cost management
- ERP cost management
- Enhancing efficiency and productivity
- Mitigating risk
- Cost controls
My Passions
Quiet walks, strenuous hikes and challenging ski trails are my outdoor passions. Then when I need a break from the stresses of work I love to bake and cook all ethnic foods. My wife and son are my world, and my driving force to be the best version of me.
