Software Skills

ADP
Android
Dropbox
Microsoft Excel
Microsoft Office
Microsoft Word
Quickbooks
Sage Intacct

Certifications

CPACertified Public Accountant

Sector Experience

Retail
Financial Services
Technology
Consumer Goods
Real Estate

Languages

English
40
years

Years of Experience

1/17

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Jalan Financial Consulting Management Consulting
Business Advisor / Consultant
01/2009 - Present
Serve as Interim / Part-time CFO / COO & advisor servicing start-ups & small to mid sized entrepreneurial companies in various industries. Provide financial guidance & counsel to turnaround, transform, transition & achieve optimal results. Develop/implement company strategy to increase stakeholder value & position for exit/capital transaction. Provide a “hands on” approach to operations, capital raising capital raising activities, marketing & strategic planning.

Windsor Companies Operations
CFO & Partner
03/2006 - 01/2009
Regional Real Estate Development and Investment Company. Land development that focused on commercial, residential and brownfield projects.
Responsible for finance, capital raising, investor interface, operations, administration, HR, IT, negotiating contracts and land approval process for certain projects.

Samara Brothers LLC Operations
CFO & Partner
07/1989 - 03/2006
Leading Importer / Distributor of Apparel. Originally Private Equity backed company. $40+ million in sales. Responsible for Accounting, Finance, Financial Reporting, Tax Compliance / Strategy, HR, IT, Contract Negotiations, Supply Chain / Logistics and Distribution. Oversaw 10 direct employees and 20 indirect employees.


KPMG Accounting
Tax Specialist / Senior Accountant
09/1984 - 07/1989
Tax Specialist / Senior Accountant