Small businesses need financial leadership to stay on course with strategic objectives while successfully navigating day-to-day operational demands. Effective strategic planning, sound financial reporting systems, and efficient operational policies and procedures are keys to this success.
I work with clients to meet these challenges largely focusing on:
I am a senior-level executive with extensive financial, operational and management experience, who brings strategic leadership and delivers results using a goal-driven, well-vetted, efficient and collaborative approach. I am an enthusiastic leader with a high level of integrity, drive and commitment, and I am a Florida licensed CPA and earned a master's degree in business administration.
I have been fortunate to work for small to mid-sized private companies in the CFO role for the last 20 years, allowing me the opportunity to work across entire organizations, with significant interaction with customers, shareholders, boards and their committees. I have worked as a CFO for community financial institutions during the most challenging regulatory environment in our history and received high marks from regulatory agencies and audit firms for balancing compliance and profitability. In addition to my in-depth financial management expertise, my experience extends across virtually all operational areas. A few accomplishments where I have led or played an integral role include:
Although I can help you with just about anything from a financial or operational perspective, my expertise is in:
I joined the Florida CFO Group in 2016 with over 25 years of experience in accounting and finance in an executive leadership capacity. I am a CPA and a member of the AICPA and FICPA and earned my BS from Glassboro State College, specializing in accounting, and an MBA from the University of South Florida.
Professional Experience: Chief Financial Officer, Treasurer, Auditor, Corporate Secretary, Financial Institutions, Marketing & Servicing Companies.