Areas of Experience

Accounting & Financial Operations

• Developed and maintained strong accounting controls to reduce fraud risk

• Streamlined workflows and increased automation to reduce manual steps

• Shortened monthly closing timelines for faster financial visibility

• Led software upgrades and full accounting system conversions

• Built systems to comply with new GAAP standards

• Structured financial processes for integrating new acquisitions

Banking & Treasury Management

• Managed banking relationships and negotiated favorable terms

• Forecasted cash flow and loan needs to support operations and growth

• Planned capital expenditures while ensuring compliance with bank covenants

• Launched company-wide purchase card and credit card programs

• Deployed fraud prevention tools for treasury and AP controls

Acquisitions & Strategic Transactions

• Performed detailed financial analysis on proposed acquisitions

• Created pricing models to support negotiation strategies

• Secured funding structures for complex ownership transactions

• Represented companies in discussions with private equity firms for potential buyouts

Budgets, Projections & Financial Analysis

• Revamped the rolling forecast process, adopted as a long-term company standard

• Designed and led budgeting programs across divisions and corporate teams

• Conducted modeling for major investments, such as a new corporate HQ

• Analyzed production capacity across manufacturing plants, helping increase throughput by 36% at the largest facility with minimal capital investment

• Led the analysis and successful divestiture of an underperforming facility, saving over $1 million annually

Additional Strategic Contributions

• Secured business grants ranging from $25,000 to seven-figure awards

• Oversaw successful claims for Section 179D energy deductions and R&D tax credits across multiple years

• Negotiated improved contract terms with a major supplier, significantly boosting gross margins

• Conducted an internal freight audit that recovered $100,000 in overpayments

• Migrated financial reporting systems and added valuable insights such as product line and regional profitability

• Developed automated reporting tools for Project Managers, enabling proactive customer savings and identifying change order opportunities

• Created KPI dashboards that provided actionable insights to leadership and improved operational agility

At Your CFO Service LLC, I bring a hands-on, analytical, and strategic mindset to every engagement. Whether your business needs better cash flow visibility, acquisition support, or streamlined reporting, I’ve been there — and I can help you get there.