About Me
Proficient with early-stage and middle-market companies. Proven in high-growth, cross-functional environments. A financial partner with over two decades of success in accounting, finance and process development.
Education
University of N. Florida – Masters of Accounting
University of C. Florida – Bachelor of Business Administration
Interests
When I am not helping my clients, I like to spend my time traveling or building my investment portfolio. When investing I primarily focus on deep value and early stage companies. Feel free to contact me with your relevant investing ideas.
Certifications
Certified Public Accountant – TX, FL
Six Sigma Black Belt – MSI
Certified Pro Advisor – Intuit
Certified Solutions Expert – Microsoft
Six Sigma Black Belt – MSI
Certified Pro Advisor – Intuit
Certified Solutions Expert – Microsoft
Specialities
- 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
- Design and implement computer network architecture
- Builds computer network architecture using the latest encryption standards.