Finance Fueling Growth

WHAT MAKES ME DIFFERENT I assess and translate business analytics and financial data into actionable insights, knowledge, and guidance on the financial health and growth potential of the organization. I build strong foundations and advise on business strategy, annual and quarterly planning and forecasting, raise capital, identify opportunities for growth, manage risk and business challenges, or exit strategy. EXPERTISE: Financial Analysis & Models – meticulous data analysis and financial analytics, reporting, forecasting, budgeting, audits and controls, and comprehensive financial reviews that provide an accurate snapshot of the organization’s financial health and well-being. Stabilizing and Scaling for Growth - from standing up or elevating a finance operations function to building a solid management team, phasing in or out of markets or of products, arranging strategic alliances and partnerships, identifying and acquiring companies (M&A), securing corporate financing, divesting of assets or divisions, and management of intellectual property. Financial Systems, Processes and Compliance – evaluation, guidance and support regarding technology, processes, and controls, whether that is ERP modernization, stand-alone applications, or processes to manage or reduce costs, improve efficiencies, increase productivity, margin and profitability. Compliance is important, but it should be balanced with practicality. Positioning Companies for Sale, Merger or Acquisition – due diligence, working capital analysis, market analysis and more including helping leaders understand “what they have” and how they communicate that to banks, investors, PE, customers, vendors. Cultivating Provider and Professional Relationships (bank, insurance, legal, tax and audit) identify professional partners suitable for the business as well as assist in the evaluation and selection of partners and services to create mutually beneficial relationships.