Grew company from lifestyle business to multi-million dollar business with over 30 employees within two years.
Direct and organize the company’s overall financial policies, systems, reporting, analysis and controls.
Oversaw all financial functions including accounting, budgeting, credit, insurance, tax and treasury.
Led equity infusion, bank capital raises and high-growth, multi-million dollar, year over year growth in sales growth.

Managed all financial, operational and administrative functions moving the business from concept to execution, defined value proposition, developed business plan and funding requirements and grew the company to $1MM in sales in one year. Full P&L responsibility, reporting to parent company CEO and Board of Directors. Served as an advocate for the business unit while leading the assessment of budgets, forecasts and business plan performance, including risks and opportunities.

Led company-wide annual budget and quarterly re-forecasting process. Hired as part of a turn-around team, at which point the firm had just emerged from refinancing. Managed a team responsible for leading corporate and business level analytics including coordinating and leading the annual financial and capital budgeting process as well as various ad-hoc and standard reporting to senior management and board level on a weekly and monthly basis.

One of four senior leaders charged with re-focusing the company from staff augmentation to consulting services.
Lead adviser to the Chief Economist of a large Government Sponsored Enterprise: Leveraged Moody’s Analytics, IHS Global Insight’s and the client’s proprietary local market historical and forecast data to implement a local market analytics program used to help senior managers in Origination, Servicing and REO to more frequently capitalized on market trends.

Directed engagements in support of Legal Counsel, Senior Executives and Boards of Directors in size from large, complex forensic investigations and corporate restructurings to individual business and patent valuations. Supported creation and implementation of new service offerings, performed financial and accounting analysis as well as financial due diligence for major financial services and Fortune 1000 clients, business and intangible property valuations and damages analysis.