Functional Skills

Investor Relations
1
hour

Avg Response Time

1
jobs

Jobs Completed

6
hours

Total Hours Logged

28
years

Years of Experience


Experience

 
CFO Strategic Advisors, LLC. Management Consulting
CEO
07/2017 - Present
CEO and Fouder of CFO Strategic Advisors; Providing part-time CFO services to high technology firms. TheĀ purpose of our firm is to help businesses grow profitably, while mitigating risk and increasing the overall value of their business. OurĀ services include CFO Services for start-ups through exit strategies, with a focus on becoming a true business partner to the CEO.

Lighthouse Computer Services Operations
CFO
11/2011 - 07/2017
CFO experienced with start-ups, mergers & acquisitions. My experience with mergers and acquisitions has resulted in the successful sales up to $56 million to fortune 25 firms. I have led 3 strategic acquisitions over 18 months, implemented a new ERP system and purchased real estate for our corporate headquarters.

United Natural Foods Inc. Operations
Director of IT Finance & Administration
10/2010 - 11/2011
Developed advanced financial technical models in Excel to support growth initiatives. Restructured teams and implemented significant cost savings strategies. Implemented project management and time and attendance software to automate project tracking for capital projects.

Optum (formerly QualityMetric) Finance
Corporate Controller
11/2006 - 10/2010
Corporate controller hired by CFO to assist in strategically positioning firm for growth and acquisition, leading to the successful sale to Ingenix, (now Optum), a division of United Health Group. This life science/healthcare firm's clients included: Pharmaceuticals, Health Insurers, Hospitals, Physicians and Medical device firms. Implemented ERP system.

Computer Associates Accounting
Controller
01/1997 - 11/2006
Controller with financial reporting responsibility to the corporate officers/board of directors for this IP based software development company. Held responsibility for all aspects of accounting, finance, revenue recognition, treasury, tax and human resource functions. Served as a trusted adviser to the corporate treasurer. Implemented ERP system.