Numbers are in my DNA

I like digits.

They are the foundational DNA that builds up a company's fiscal story.  They live as bits in a company's accounting platform (in the cloud most likely), waiting to be discovered, analyzed, understood and ultimately unveiled.  Up close each is just one light - but step back and you will begin to see the image (the story) coming to life.  That's what I help facilitate.

I believe in the power of these digits to lead us in making smarter, in-the-moment, data-centric decisions.  

I'm a finance and accounting strategist and idea person with deep roots in fiscal operations and management.  I'm a keen believer in the balance of both monetary and human capital. It's the only way.

I’m a CFO with exceptional knowledge in SaaS, Professional Services or Technology businesses. Understanding the nuances among each segment and what makes each accelerate. From strategic to operational excellence, I’ll drive organizations to success.

I work with people who want to bring data-driven insights into their operational and strategic process to elicit the right decisions and ultimately achieve the best results. I have an international point-of-view, and 20+ years of varied and tested experiences.  I wear each one like a badge of honor.

I've worked with varied companies - big and small - and usually very creative. I understand the ways and challenges of lean and large organizations. I play well with others; aiming to keep it simple, thoughtful and engaging. I genuinely love to inspire leadership and the organization through the deft management of these little digits to help drive best in class results.  The financials are not just a scorecard of absolute performance - but rather, its a map of an organization's hard work and achievement with each client and every employee.

I excel because I am a relentless learner, and have eclectic interests: I want to live at the intersection of Finance and Creative.  Where people see diametric opposites - I see natural coexistence.

Keeping order doesn't preclude one from the creation of cool stuff.

An effective finance executive is a keen visionary that excels at seeing the future, while maintaining full clarity on today.  I'm a big proponent and evangelist of technology and the partnership it plays with finance.  Big data sets are the norm in accounting and delivering real world insights is key to being successful.  Most business would argue they have too much data and too little insights...I violently agree with the too little insights, but bring on the big data sets! - I live to devour them and bring forth smart analyses that changes the decision-making trajectory. 

FINANCIAL MANAGEMENT

Years of practical experience leading all size teams to execute on the business of the business.  Maintaining the financial health of a business and communicating to the stakeholders is what I do best every day.  I support the business by providing it with the foundation to explore, experiment and ultimately grow.

PROFITABILITY & CASH FLOW

Profitability is a function of healthy, well run business led by inspirational leaders.  I thrive on executing the plan to drive desired results with the sense to pivot in ways that are necessary to maintain results.  However, there are other levers that are pulled and executed that are rarely seen - I man those levers.

STRATEGY & BUSINESS PARTNERING

You need a Partner that supports your playbook and can execute on it.  Years of experience has interned me with a keen sense of how to iterate and develop strategies that anticipate future trends positioning us as leaders.  You need a foil to keep you balanced on today and focused on tomorrow.

FINANCIAL PLANNING & ANALYSIS

Planning is a key driver of success - setting the right tone, accountability and reach within an organization provides clarity of inputs and ownership of results.  Deep Analytical bent toward providing insightful analysis and reports that bring to life performance in a manner instantly digestable and actionable.

CONTROLS & COMPLIANCE

A business needs controls to perform.  Implemented right and they drive process efficiency and keep things compliant; when done poorly they become a drag.  I excel at developing programs that provide adequate protection and flexibility to help business focus on the goal, not the goal posts.  Unseen efficiency is golden.

CREDIT & RISK MANAGEMENT

Risk is everywhere. Risk should be taken.  I'm an intellectually curious leader with an exceptional ability to harmonize risk acquisition with risk mitigation.  Equal parts experience and data-driven, determining the right risk balance is critical to growth and minimizing impact.  I can help. 

INSIGHTS

When you need to corral and inspire stakeholders and partners to come up with key strategic ideas and actions you need data-driven insights thoughtfully curated for your needs. I mine for nuggets in everyday data, leveraging years of learning to bring to life what the numbers are desperately trying to tell us.  

COMMUNICATION

Leaders lead by example, but they inspire by crafting and maintaining inspirational and effective communications.  In partnership with senior management we lead individuals to accomplish new levels of aspiration which propel the team and business to new levels of success.  A soft skill with real hard world impact.  

DIGITAL FIRST | DATA-DRIVEN

Technology led data outputs mined, organized, analyzed and acted upon to deliver real-time actionable steps for key stakeholders to drive business success.  Data is the lifeblood of an organization - curated data leads to growth, enables agility and ensures long-term suitability of a company.  Are you data-driven led?