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Director with the Manufacturing & Distribution group of CliftonLarsonAllen, with extensive expertise as an outsourced CFO focused on the private sector providing outsourced financial solutions to clients as an independent consultant for more than ten years with more than thirty years of accounting and finance experience in numerous industries including Manufacturing and Distribution, Construction, Professional Services, Travel, Financial Technology, Software Development, R/E Development, and Retail/Distribution. A wealth of financial leadership experience assisting companies with cost containment, cash management, debt-restructuring, and systems implementation projects.
PROJECT MANAGEMENT
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- Software Migration and Upgrades
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- Shared Services Integration
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- Fixed Asset Syst Migration Reconciliation
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- SOX Documentation and Training
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- IT Governance and Controls
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- Risk ID and Control Development
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- Investment Proposal Process Implementation/Training
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- SW Cap/Net Realizable Value Analysis
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INTERIM MANAGEMENT
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- Financial Advisory Situations
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- Chief Operating Officer Role
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- Chief Restructuring Officer Role
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- CFO, VP Finance, Controller Roles
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CONTRACT, ACQUIS, LIQUIDITY
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- Due Diligence
- Contract Negotiations
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- Liaison: CPA and Legal Firms
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- Interface: Cap Markets/Invest Bankers
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- Interface: Merger & Acquisition Prof's
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- Acquisition/Disposal Analysis
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- Liaison: Brokerage Service
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PERFORMANCE IMPROVEMENT
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- COS Reduction Analysis/Implementation
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- Profitability Measurement and Reporting
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- Credit and Collection Management
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- Debt Analysis and Refinancing
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- Cash Flow Mgmnt and Liquidity Improvement
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- Business Process Re-engineering
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- Executive Fitness Programs
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BUSINESS DEVELOPMENT
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Early Stage
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- Provide Strategic Consulting
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- Assistance with Business Plan
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- Cash Management/Projections
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- Budgeting Process Development
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- Serve as Business Partner
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- Admin - HR, IT, Occupancy/Facility issues
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- Departmental Accountability Structuring
- Financing/Refi Strategies & Implementation
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- Create Basic Controls and Compliance
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Later Stage
- Critical Control Compliance
- Financial Reporting SW Selection Criteria
- Software Implementation and Upgrades
- Update Budget, Bus Plan, Strategic Plan, etc.
- Interfacing with Venture Capital Investors
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GENERAL ACCOUNTING
- Budgeting and Forecasting
- Comprehensive Account Recon and Analysis
- External Audit Preparation
- Financial Modeling
- Benchmarking
- Inventory Analysis
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