Experience and Testimonials
I am a passionate finance and accounting professional with over 20 years of experience in the retail, manufacturing and real estate sectors.
I've managed all aspects of business finances including cash flow, budgets, modeling, software implementation and even HR.
Read on for more details about my professional experience.
2019 - 2020
CFO / Consultant, Moray Group
Technology & Manufacturing Company
Lead negotiator on selling the company to a large investment firm. Handled all due diligence, legal and coordination of the sale process. Developed long range business plan for multi-product platform. Provided analysis and direction re: financial implications of go-to-market strategy options. Provided strategic direction for all aspects of finance and accounting for the company.
2017 - 2019
Chief Financial Officer, Wireless World
Retail / Franchiser
Transformed accounting & finance department from ‘mom & pop’ to a process-driven, auditable structure. Managed master credit agreement with compliance certification. Developed complex financial models & activity-based forecasts. Analyzed operating budgets, cash flows and effects on EBITDA. Developed and presented quarterly financial reports to Board of Directors. With acquisition team, grew company 24% over 2 years.
2016 - 2017
Chief Financial Officer, Guardian Capital
Real Estate Development
Supervised corporate accounting and multiple business segments. Led the implementation of a new accounting system to manage the development of over $350M in real estate assets. Negotiated insurance policiesfor new acquisitions. Oversaw cash, investments and asset management.
2013 - 2016
Chief Financial Officer, Zephyr Partners
Real Estate Development
Provided strategic financial planning for acquisition activities. Monitored actuals v. plan post-acquisition and reported results to lenders, investors and owners. Managed 5-yr cash flow projections to optimize cash, profitability and financing. Managed relationships with lenders, insurance brokers, escrow & title during & post acquisitions.
2009 - 2013
Chief Financial Officer, Lightstream
Technology & Manufacturing Company
Completed profit & loss analysis to ensure margin targets were achieved. Identified cost savings and implemented process improvements.
Responsible for budgets, forecasting, cash and inventory management, AR/AP, finance and operations support. Strategic planning for all finance and admin functions
2005 - 2009
Chief Financial Officer,
Capella LLC
Real Estate Development
Responsible for all finance and accounting functions.Â
Assisted in securing >$500M financing for residential development acquisitions. Negotiated 40% reduction in overall debt. Structured multiple tax transactions saving over $10M vs. ordinary income gains. Managed all HR activities & all aspects of employee compensation & benefits.
Earlier in my career I held the positions of Corporate Controller and Assistant Controller (real estate) and Senior Accountant at KPMG specializing in audits and internal control environments.
I graduated from the University of California (Santa Barbara) in 1998 with a Bachelor of Economics with a concentration in Accounting.