I am a CPA (North Carolina), MBA and CGMA with considerable experience in a full range of companies. I provide CFO-level support to small businesses.
My specialty is internal company financial roles. For the past four years, I have provided CFO level support to a variety of clients:
• Controller for a software company where I am providing the financial input to help the owners double their business.
• Working with new entrepreneurial businesses to get them up and running, including development of financial models for presentation to potential
investors.
• Controller for a manufacturer and distributor of Automobile protection products where I partnered with the CEO to double business volume and make this start-up company profitable.
• CFO for an electronics supplier and tortilla manufacturer.
• Reconstruction of financial statements and forensic cash analysis for two realty agencies and a sports injury doctor.
• Due diligence reviews for the purchase/sale of three different entities.
• Controls review and budgeting for two non-profit organizations.
• Application for 501c-3 status for a non-profit organization.
• New General Ledger systems implementation for two clients. Industries served include manufacturing, distribution, technology, real estate, non-profit, service, retail, medical and agriculture. My prior corporate experience includes five years as CFO for a forensic accounting firm ($350 million recovered, managed and distributed to bilked investors), seven years as Vice President and CFO for a mid-sized, privately held Apparel Company and seventeen years with Sara Lee Corporation domestic and international apparel divisions in positions of increasing financial responsibilities. Software Proficiencies:
• Microsoft Office
• Great Plains
• Solomon
• QuickBooks Pro/Enterprise
• Sage Peachtree
• FRX
• ERP Systems
Specialties:
Cash Management,
Chapter 11 Bankruptcy,
Financial Planning,
Financial Reporting and Analysis,
Cost Accounting,
Accounting systems and procedures,
Reconciliations
*licensed in North Carolina
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