Chief Financial Officer and Executive Advisor
CPA-CFO Growth Partners
Austin, Texas - United StatesIndustry
A CFO / Strategic Controller with an extensive background in the consumer goods and health science industries. Proficient with early stage and middle market companies. Proven in high growth, cross-functional environments. A financial partner with two decades of success in accounting, finance and manufacturing operations. Specialties: ✔ Financial Analysis & Reporting - (GAAP / IFRS / SEC) ✔Flash Reports & Balanced Scorecards ✔Board Level Presentations ✔ Experienced with public and private companies ✔ Pitch Decks and Fundraising ✔ Working Capital Management ✔ P&L Responsibility ✔ Annual Budgets ✔ Monthly & Quarterly Forecasts ✔ Long Term Strategic Planning ✔ ERP system Implementations (Sage, Oracle, NetSuite, MS Dynamics, Quickbooks) ✔ Streamlining Accounting Processes ✔ Hardening Internal Controls (SOX Compliance) ✔ CPA (active license) ✔ Master’s Degree in Accounting ✔Cross-Functional Leadership ✔Product Design and Value Engineering ✔ Supply Chain Performance Assessments ✔ Regulatory Compliance Assessments (FDA, ISO) ✔ Lean Manufacturing Initiatives (Six Sigma, 5S, Kaizen) ✔ Factory Design and Operation ✔ Equipment Sourcing and Selection
I am good at
I help companies develop their processes and improve their controls.
Skills and Expertise
GAAP Enterprise Resource Planning (ERP) Process Improvement Strategic Planning Accounting Internal Controls Tax General Ledger Account Reconciliation Cost Accounting Cash Flow Financial Statements Payroll Auditing Financial Accounting Financial Analysis Financial Planning International Financial Reporting Standards (IFRS) Financial Audits Customer Satisfaction Customer Relationship Management (CRM) Budgeting Budget Management Operating Budgets Forecasting Finance Mergers & Acquisitions (M&A) Private Equity Manufacturing Cash Flow Forecasting QuickBooks Microsoft Excel Microsoft Office Oracle Cross-functional Team Leadership Leadership Management Customer Service Financial Statement Analysis Budget Forecasts Budget Development BOMs inventory Year-end Close NetSuite Continuous process improvement