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David Berlin
Verified Expert in Management Consulting
Management Consulting Expert
Trabuco Canyon, CA, United States
Toptal member since November 19, 2019
Expertise
ExcelFinancial ForecastingFinancial AnalysisBusiness Analysis ConsultingProfit ImprovementBusiness ModelingUS GAAP AccountingPost-merger IntegrationsCFO ConsultantCorporate FinanceFractional CFOsInterim Financial ControllersStartup ConsultingData Analysis ConsultingFinancial ReportingSmall Business OperationsFinancial PlanningLogistics ConsultingExit StrategyQuickbooksBusiness OperationsCash ManagementVirtual CFOInterim CFOsOperations
Bio
David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.
Career Highlights
Chief Financial Officer and Executive Finance Consultant
Brookseed Partners
Chief Financial Officer
Learner's Digest International
Senior Director of Finance
Star Trac Fitness
Education Highlights
Master of Business Administration (MBA)
UCLA Anderson School of Management
Bachelor's Degree
New York University
Certification Highlights
Business Intelligence & Data Analyst (BIDA)®
Corporate Finance Institute
Financial and Valuation Modeling
Wall Street Prep
Case Studies
Key Performance Indicators and Scorecards
Key Performance MetricsKey Performance Indicators (KPIs)MetricsMetric ReportingCompany AnalysisTrends+ 19 more
Customer Profitability
Profit MaximizationProfitability OptimizationProfitability AnalysisReportsTrend AnalysisCustomer Contribution Calculation+ 15 more
Board of Director Presentations
Board DecksBoard PresentationsBoard ReportingReportsBoard of DirectorsExecutive Presentations+ 4 more
Due Diligence Review
Due DiligenceM&A (Buy-side)Mergers & Acquisitions (M&A)FPAFinancial AnalysisCorporate Finance Consultant+ 2 more
Expertise
- Business Intelligence Consultant
- CFO
- Financial Planning & Analysis (FP&A)
- Interim CFO
- Manufacturers
- Portfolio Company Support
- Software as a Service (SaaS)
- Three-statement Modeling
Work Experience
Chief Financial Officer and Executive Finance Consultant
2014 - PRESENT
Brookseed Partners
- Performed as an expert in financial models and projection, as well as analysis. Built leveraged buyout (LBO) and three-statement operating models for multiple PE-owned companies.
- Served as an interim CFO for a private equity-backed SaaS business, learning fundamental business drivers, managing the financial staff, and optimizing reporting processes for the CEO (former McKinsey consultant) and board members.
- Served as interim CFO for a cash-challenged private equity-backed company. Improved cash flow by millions through accounts receivable process changes, took the company through its 1st audit, and implemented financial and operating software systems.
- Built financial models for internal projections and a $12 million equity and debt capital raise for an early-stage SaaS business.
- Handled a data analysis and visualization project for a private equity-backed services portfolio to build automated recurring reports displaying insights on customer, product, and margin trends using NetSuite data extractions.
- Completed buy and sell-side M&A due diligence at multiple PE-backed companies, including financial projections, data site management, and redesign of financial reporting and projections for sales processes.
- Developed customer and product-line profit estimation tools that enabled customer pricing adjustments and operational productivity improvement projects, driving a 20% improvement in gross margin.
- Utilized Power Pivot, Power Query, Power BI, Tableau, macros, and VBA to design and automate recurring reports for financials, customer profitability, margin analysis, and board of director presentations.
- Developed ROI presentations from a customer point of view for sales group use in closing sales prospects. The ROI tool was key to closing the largest customer. I got a special recognition award from the company for the ROI presentation tool.
- Built and implemented a detailed operating model for a manufacturing company, optimizing $130 million of inventory and production levels for 27 plants.
Focus areas: Pivot Tables, PowerPoint Templates, Analytical Review, Controllership, Intuit QuickBooks, QuickBooks Online, Monthly Recurring Revenue (MRR), 13-week Cash Flow, Board of Directors, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Post-merger Integration, Financial Forecasting, Corporate Controller, NPV, SaaS, Enterprise SaaS, Interactive Dashboards, Three-statement Modeling, CFO, Software as a Service (SaaS), Manufacturing Productivity Improvement, Excel VBA, Private Equity, Dashboards, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Customer Lifetime Value (CLV), Power Pivot, Cost Accounting, Standard Costing, Software Integration, Variable Costing, Five-year Plans, Interim CFO, Customer Contribution Calculation, Revenue & Expense Projections, Recurring Revenue Modeling, Manufacturing Resource Planning (MRP), Free Cash Flow (FCF), ROI, Metric Reporting, Reporting, Scenario Analysis, Long-range Plans, Spreadsheet Automation, Process Automation, Gross Profit Margin Growth, Profitability Analysis, Analysis, Microsoft PowerPoint, Microsoft Excel, QuickBooks ProAdvisor, NPV Calculation, DCF Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions (M&A), Strategic Planning & Execution, Budgeting, Forecasting, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Financial Ratios, Accounting Policy, Inventory Cost Accounting, Investor Presentations, Financial Accounting, Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Financial Reporting, Financial Data, Operational Finance, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Reports, Excel Expert, NetSuite, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Manufacturing, Controller, Interim Controller, Inventory Management, Interim Finance Director, Interim Financial Controller, Supply Chain Optimization, Supply Chain Management (SCM), Cost Management, Report Design, Business Performance Management (BPM), International Expansion, Management, Supply Chain, Management Consulting, Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Sales Funnel, Board Decks, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Cohort Analysis, Funding Presentations, Data Analysis, Microsoft Access, United States, Excel 365, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Cost-benefit Analysis, Activity-based Costing, Google Sheets, Microsoft Power BI, Process Modeling, Healthcare, Valuation Multiples, Startup Consulting, Business Services, Data Visualization, BI Reporting, Financial Statements, Healthcare Services, Startups, Valuation, SQL, Data Analysis Consultant, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Fundraising Consultant, Financing, Certified Public Accountant (CPA), CMA, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Power Query, Visual Basic for Applications (VBA), Corporate Finance, Corporate Finance Consultant, Distribution, Investor Reporting, US GAAP, Revenue Management, Project Budget Management, Customer Relationship Management (CRM), New Product Business Cases, Product Planning, Use Case Analysis, Sell-side, Power View, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, CAPEX Budgeting & Inventory Management, Ratio Analysis, Private Equity Valuation, Order to Cash (O2C), Cost of Capital, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Visual Basic, M&A (Buy-side), Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Integrated Sales & Operational Planning, Capital Raising, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Fractional CFO, Tableau, Dashboard Design, Sales Growth, Direct to Consumer (D2C), Market Research, eCommerce, Sage Intacct, Intacct, Business Cases, Investor Relations, Growth Strategy, Intact Software, Subscriptions, Time Series Analysis, Bottom-up Analysis, Sage, Crystal Reports, Consumer Products, Debt Financing, SME/SMB Financing, Consumer Packaged Goods (CPG), Excel Macros, Macros, Management Reports, Venture Capital, B2B, P&L Analysis, GAAP Compliance, Business Intelligence (BI), Salesforce, Business Intelligence Consultant, Visualization Software, Visualization, ERP Implementation, Internal Financial Reporting, Short-term Investments, Cost Reduction & Optimization (Cost-down), Investment Analysis, Azure SQL, Real Estate, Business Plan Consulting, Sensitivity Analysis, Software, Operations, Pricing, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, System Optimization, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Professional Services, Close Procedures, Complex Account Reconciliations, Systems & Procedures, Growth, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes, eCommerce Analysis, Turnaround Management, Small Business, Small Business Management, Month-end Processes, Early-stage Startups, Cap Tables, Startup Funding, Subscription Models
Chief Financial Officer
2009 - 2014
Learner's Digest International
- Created and oversaw strategic planning, quarterly forecasting, and annual budgeting processes that enabled the company to improve profits significantly.
- Guided an executive committee that drove company direction and performance, resulting in a 60% and 100% increase in sales and profitability, respectively.
- Identified an unprofitable business segment and led the divestment of the business line, improving EBITDA by $1.5 million per annum.
- Negotiated a $15 million credit facility and managed the banking relationship to enhance the private equity fund's IRR.
- Automated reporting of financials, division profitability, marketing program returns, and board of director presentations.
- Managed a staff of 10, enabling more effective reporting, forecasting, as well as lender and investor management.
Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Controllership, Monthly Recurring Revenue (MRR), 13-week Cash Flow, Spreadsheet Automation, Customer Contribution Calculation, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Post-merger Integration, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, SaaS, Enterprise SaaS, Three-statement Modeling, CFO, Software as a Service (SaaS), Excel VBA, Financial Modeling, Key Performance Indicators (KPIs), Model Building, M&A Modeling, Customer Lifetime Value (CLV), Variable Costing, DCF Valuation, Five-year Plans, Bank Covenants, Bank Debt Raises, Budgeting, Return on Invested Capital (ROIC), Dashboards, Key Performance Metrics, Board Reporting, Board Decks, Company Strategy, Private Equity, Board Presentations, Board of Directors, Strategy Planning, Management, Accounting, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Finance, Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Investor Presentations, Financial Accounting, Financial Reporting Dashboards, M&A Reporting, Statement of Cash Flows, Financial Reporting, Financial Data, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Microsoft Excel, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Controller, Interim Financial Controller, Cost Management, Report Design, Business Performance Management (BPM), International Expansion, Discounted Cash Flow Analysis, Executive Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Cohort Analysis, Funding Presentations, Data Analysis, United States, Recurring Revenue Modeling, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Cost-benefit Analysis, Activity-based Costing, Interim Controller, ROI, Valuation Multiples, Business Services, Data Visualization, Financial Statements, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Fundraising Consultant, Financing, Certified Public Accountant (CPA), Analysis, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Power Query, Corporate Finance, Investor Reporting, US GAAP, Project Budget Management, Product Planning, Use Case Analysis, Sell-side, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, FS Planning, Capital Budgeting, Ratio Analysis, Private Equity Valuation, Cost of Capital, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Debt Raises, Equity Raises, Deal Analysis, Process Automation, Microsoft PowerPoint, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Capital Raising, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Dashboard Design, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Subscriptions, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), Excel Macros, Macros, Visual Basic for Applications (VBA), Management Reports, P&L Analysis, GAAP Compliance, Business Intelligence (BI), Business Intelligence Consultant, Data Analysis Consultant, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Business Plan Consulting, Sensitivity Analysis, Pricing, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes, Month-end Processes, Subscription Models
Senior Director of Finance
2006 - 2009
Star Trac Fitness
- Developed and presented recommendations on expansion and strategic reduction options for individual business units using projected returns on invested capital (ROIC) to the CEO.
- Implemented business performance management (BPM) software to streamline worldwide financial consolidations, forecasting, analysis, and performance management processes. Reduced the financial close, budgeting, and forecasting timelines.
- Developed a forecast and scenario model to manage expenses, capital assets, working capital, and debt financing to optimize profits and cash management for the rapidly growing manufacturer. Provided a summary of outputs used with the board, lender, and investors.
- Led a multi-department process improvement team to free $3.5 million cash from working capital.
- Implemented a new financial reporting system for improved visibility of product margins and expense drivers, resulting in $2 million of profit enhancements.
- Automated an Excel scenario model, EVA model, and management reporting.
Focus areas: Pivot Tables, PowerPoint Templates, Analytical Review, Controllership, 13-week Cash Flow, Spreadsheet Automation, Customer Contribution Calculation, Monthly Close Process, Debt, Excel Reporting, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad-hoc Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Post-merger Integration, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, Three-statement Modeling, CFO, Manufacturing Productivity Improvement, Manufacturing Resource Planning (MRP), Excel VBA, Financial Modeling, Dashboards, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Cost Accounting, Standard Costing, Software Integration, Variable Costing, Five-year Plans, DCF Valuation, ROI, International Expansion, Reporting, NPV Calculation, Economic Value Added, Presentations, Return on Invested Capital (ROIC), Scenario Analysis, Modeling, Analysis, Business Performance Management (BPM), Host Analytics, Enterprise Resource Planning (ERP), Working Capital Management, Cash Flow Modeling, Forecasting, Budgeting, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Inventory Cost Accounting, Investor Presentations, Financial Accounting, Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Financial Reporting, Financial Data, Operational Finance, Finance, FPA, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Microsoft Excel, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Controller, Interim Controller, Inventory Management, Interim Finance Director, Interim Financial Controller, Supply Chain Optimization, Cost Management, Report Design, Board of Directors, Management, Supply Chain, Supply Chain Management (SCM), Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Acquisition Analysis, Acquisitions, Board Decks, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Funding Presentations, Data Analysis, United States, Cost-benefit Analysis, Activity-based Costing, Financial Analysis, Inventory, Valuation Multiples, Startup Consulting, Data Visualization, Financial Statements, Startups, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Fundraising Consultant, Financing, Certified Public Accountant (CPA), CMA, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Model Validation, Integration, Business Process Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Corporate Finance, Distribution, Investor Reporting, US GAAP, Revenue Management, Interactive Dashboards, Project Budget Management, New Product Business Cases, Use Case Analysis, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, CAPEX Budgeting & Inventory Management, Ratio Analysis, Order to Cash (O2C), Cost of Capital, Economic Cost, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Process Automation, Microsoft PowerPoint, M&A (Buy-side), Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Integrated Sales & Operational Planning, Capital Raising, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Fractional CFO, Dashboard Design, Sales Growth, Direct to Consumer (D2C), Market Research, eCommerce, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), Excel Macros, Macros, Visual Basic for Applications (VBA), Management Reports, B2B, P&L Analysis, GAAP Compliance, Business Intelligence (BI), Business Intelligence Consultant, Data Analysis Consultant, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Investment Analysis, Business Plan Consulting, Sensitivity Analysis, Operations, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Sourcing, Vendor Selection, Business Restructuring, Vendors & Suppliers, Team Management, System Optimization, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes, Turnaround Management, Month-end Processes
Senior Director of Finance
2004 - 2006
Beech Street
- Developed a balanced scorecard allowing for improved interdepartmental communication, faster issue resolution time for executives, and increased focus within the organization on the achievement of corporate goals.
- Identified an unprofitable product line, prompting a $720,000 expense reduction enabling segment-level profitability.
- Reduced monthly financial statement closing and reporting processes from ten to four days.
- Managed departments of 35 responsible for planning, forecasting, budgeting, product, and market trend analysis, sales lead tracking, contracting, as well as accounting.
- Represented the financial department in diligence that led to the sale of the business to a financial sponsor for $165 million.
Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Spreadsheet Automation, Healthcare Services, Excel Reporting, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Revenue & Expense Projections, Financial Forecasting, Corporate Controller, NPV, Three-statement Modeling, CFO, Private Equity, Financial Modeling, Dashboards, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Variable Costing, DCF Valuation, Five-year Plans, Healthcare, Mergers & Acquisitions (M&A), Monthly Close Process, Accounting, Profitability Analysis, Balance Scorecards, Presentations, Executive Presentations, Strategic Planning & Execution, Management, Controllership, Budgeting, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Financial Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Financial Reporting, Financial Data, Operational Finance, Scenario Analysis, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Microsoft Excel, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Controller, Interim Financial Controller, Cost Management, Report Design, Business Performance Management (BPM), Board of Directors, Key Performance Metrics, Discounted Cash Flow Analysis, Board Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Sales Funnel, Board Decks, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Economics, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Data Analysis, United States, Cost-benefit Analysis, Interim Controller, ROI, Valuation Multiples, Business Services, Data Visualization, Financial Statements, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Financing, Certified Public Accountant (CPA), Analysis, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Corporate Finance, US GAAP, Project Budget Management, Use Case Analysis, Sell-side, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, Ratio Analysis, Private Equity Valuation, Cost of Capital, M&A Earn-out Agreements, Integrated Financial Statements, Deal Analysis, Process Automation, Microsoft PowerPoint, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Sales Growth, Free Cash Flow (FCF), Business Cases, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Management Reports, B2B, P&L Analysis, GAAP Compliance, Business Intelligence (BI), Business Intelligence Consultant, Data Analysis Consultant, Internal Financial Reporting, Short-term Investments, Cost Reduction & Optimization (Cost-down), Business Plan Consulting, Sensitivity Analysis, Process Optimization, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes, Month-end Processes
Chief Financial Officer
2002 - 2004
Quality Imaging Products
- Implemented a new financial reporting system for improved visibility of product margins and expense drivers.
- Championed the redesign of sales representatives' incentive plans to reward sales of higher-margin products.
- Improved working capital by negotiating longer terms with vendors, resulting in $700,000 of financing.
- Managed controller, treasury, tax, purchasing, and inventory functions for a private equity-funded entity.
- Prepared board materials and managed the board of director meetings.
Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Controllership, 13-week Cash Flow, Spreadsheet Automation, Customer Contribution Calculation, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, Three-statement Modeling, Private Equity, Financial Modeling, Dashboards, Key Performance Indicators (KPIs), Model Building, Cost Accounting, Standard Costing, DCF Valuation, Five-year Plans, Board Presentations, Board of Directors, CFO, Sales Performance, Report Design, Board Decks, Management, Strategic Planning & Execution, Inventory, Working Capital Management, Cash Flow, Budgeting, Forecasting, Controller, Finance, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Inventory Cost Accounting, Investor Presentations, Financial Accounting, Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Financial Reporting, Financial Data, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Microsoft Excel, Reports, Excel Expert, Intuit QuickBooks, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Interim Controller, Inventory Management, Interim Financial Controller, Purchasing, Supply Chain Management (SCM), Cost Management, Business Performance Management (BPM), Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Sales Funnel, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Funding Presentations, Data Analysis, United States, Cost-benefit Analysis, Manufacturing Productivity Improvement, ROI, Process Modeling, Supply Chain, Valuation Multiples, Startup Consulting, Data Visualization, Financial Statements, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Financing, Analysis, CMA, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Cash Flow Forecasting, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Economic Analysis, Managerial Economics, Corporate Finance, Distribution, US GAAP, Revenue Management, Project Budget Management, Use Case Analysis, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, CAPEX Budgeting & Inventory Management, Ratio Analysis, Private Equity Valuation, Order to Cash (O2C), Cost of Capital, M&A Earn-out Agreements, Integrated Financial Statements, Production Accounting, Microsoft PowerPoint, Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Integrated Sales & Operational Planning, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Fixed Asset Management, Fractional CFO, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, SME/SMB Financing, Consumer Packaged Goods (CPG), Management Reports, B2B, P&L Analysis, GAAP Compliance, Business Intelligence (BI), Business Intelligence Consultant, Data Analysis Consultant, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Operations, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Sourcing, Vendor Selection, Business Restructuring, Vendors & Suppliers, Team Management, System Optimization, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes, Turnaround Management, Small Business, Small Business Management, Month-end Processes, Early-stage Startups, Startup Funding
Corporate Controller
2000 - 2002
Paramount Farms
- Managed a staff of 20 responsible for financial accounting, cost accounting, bank compliance and relationships, financial reporting, taxes, and financial planning and analysis.
- Led financial reporting, cost accounting, budgeting, taxes, payroll, cash management, and annual audit activities.
- Consolidated and re-engineered the finance department to allow for improved productivity with a reduced staff.
- Developed cash flow forecast process to better predict and manage working capital requirements.
- Completed due diligence and the integration of financial functions for the $50 million acquisition of a competitor.
Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, 13-week Cash Flow, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Financials, Analytics, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Post-merger Integration, Revenue & Expense Projections, Financial Forecasting, Three-statement Modeling, Manufacturing Productivity Improvement, Software Integration, Mergers & Acquisitions (M&A), Standard Costing, Cost Management, Inventory Cost Accounting, Cost Accounting, Controllership, Management, Strategy Planning, Strategy, Finance Strategy, Financial Systems, Financial Data, Finance, Corporate Controller, Controller, Controllership/Accounting, Trends, Accounting Software, Product Costing, Gross Profit Margin Growth, Accounting Policy, Financial Accounting, Accounting, Financial Reporting Dashboards, M&A Reporting, Statement of Cash Flows, Financial Reporting, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Microsoft Excel, Excel Modeling, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Inventory Management, Interim Financial Controller, Report Design, Small & Medium-sized Enterprises (SME), Strategic Planning, Planning, Business Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Data Analysis, United States, Inventory, Interim Controller, ROI, Process Modeling, Five-year Plans, Financial Statements, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Financing, CMA, Integration, Cash Flow Forecasting, Cash Flow, Return Analysis, Cash Flow Calculation, Financial Model Auditing, Department Management, Managerial Economics, Financial Controlling, Corporate Finance, Distribution, US GAAP, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, Integrated Financial Statements, Production Accounting, Deal Analysis, Microsoft PowerPoint, M&A (Buy-side), Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Integrated Sales & Operational Planning, Capital Raising, Fundamental Analysis, Banking & Finance, Sales Performance, Fixed Asset Management, Sales Growth, Free Cash Flow (FCF), Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), B2B, P&L Analysis, GAAP Compliance, Business Intelligence (BI), Business Intelligence Consultant, Data Analysis Consultant, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Process Optimization, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes, Month-end Processes
Director of Operations, Planning and Logistics
1995 - 2000
Henry Company
- Served as a strategic business analyst, assistant controller, and director of operations and planning, helping the organization grow from $100 million to $300 million in sales.
- Developed customer and product contribution margin analysis that resulted in pricing, product consolidation, commission plans, marketing, inventory, and purchasing changes that significantly enhanced profitability.
- Led the acquisition analysis as well as the subsequent operational, purchasing, finance, and accounting integration for a completed merger.
- Led the implementation of Epicor, an enterprise resource planning system (ERP), across the finance, accounting, operations, purchasing, inventory groups of three recently merged entities.
- Developed a system for uniformly analyzing costs across three merged entities.
Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Controllership, Spreadsheet Automation, Monthly Close Process, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Financials, Scenarios, Analytics, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, Three-statement Modeling, Manufacturing Productivity Improvement, Manufacturing Resource Planning (MRP), Excel VBA, Financial Modeling, Model Building, M&A Modeling, Cost Accounting, DCF Valuation, Five-year Plans, Variable Costing, Customer Contribution Calculation, Key Performance Indicators (KPIs), Dashboards, Capital Budgeting, Microsoft PowerPoint, Excel Reporting, Microsoft Access, CAPEX Budgeting & Inventory Management, Inventory Cost Accounting, Inventory Management, JD Edwards, Integrated Sales & Operational Planning, Post-merger Integration, Software Integration, Integration, Analysis of Variance (ANOVA), Process Modeling, Budgeting, Forecasting, Strategy Planning, Logistics, Epicor, Inventory, Gross Margins, Margin Optimization, Marginal Costing, Contribution Margin Analysis, Controller, Financial Planning & Analysis (FP&A), Analysis, Mergers & Acquisitions (M&A), Standard Costing, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Accounting Policy, Financial Accounting, M&A Reporting, Financial Reporting, Operational Finance, Scenario Analysis, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operational Modeling, Metrics, Microsoft Excel, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Controllership/Accounting, Interim Financial Controller, Purchasing, Supply Chain Optimization, Supply Chain Management (SCM), Cost Management, Report Design, Business Performance Management (BPM), Board of Directors, Management, Supply Chain, Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Board Decks, Board Reporting, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Financial Reporting Dashboards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Data Analysis, United States, Customer Acquisition Cost (CAC), Cost-benefit Analysis, Activity-based Costing, Interim Controller, ROI, Financial Data, Data Visualization, Financial Statements, SQL, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Working Capital Management, Investment Return Scenario Analysis, Profitability Optimization, Financial Systems, Finance Reports, Company Strategy, Financial Closing, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, CMA, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Operating Models, Model Validation, Business Process Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Financial Ratios, Economic Analysis, Managerial Economics, Financial Controlling, Corporate Finance, Distribution, US GAAP, Revenue Management, Project Budget Management, New Product Business Cases, Product Planning, Use Case Analysis, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Accounting, Bank Covenants, FS Planning, Ratio Analysis, Order to Cash (O2C), Cost of Capital, M&A Earn-out Agreements, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Process Automation, M&A (Buy-side), Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Capital Raising, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), B2B, P&L Analysis, GAAP Compliance, Logistics & Supply Chain, Business Intelligence (BI), Business Intelligence Consultant, Data Analysis Consultant, ERP Implementation, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Operations, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Sourcing, Vendor Selection, Business Restructuring, Vendors & Suppliers, Team Management, System Optimization, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes, Month-end Processes
Education
1993 - 1995
Master of Business Administration (MBA) in General Management
UCLA Anderson School of Management - Los Angeles, California
1989 - 1991
Bachelor's Degree in Finance and Economics
New York University - New York, New York
Certifications
MAY 2023 - PRESENT
Business Intelligence & Data Analyst (BIDA)®
Corporate Finance Institute
JANUARY 2019 - PRESENT
Financial Modeling and Valuation Analyst (FMVA®)
Corporate Finance Institute
JANUARY 2019 - PRESENT
Financial and Valuation Modeling
Wall Street Prep
JANUARY 2018 - PRESENT
NetSuite Financial User Certification
NetSuite
JANUARY 2018 - PRESENT
XERO Financial User Certification
XERO
JANUARY 2018 - PRESENT
QuickBooks ProAdvisor
Intuit
JUNE 2004 - PRESENT
Certified Public Accountant (CPA)
AICPA
JANUARY 2000 - JANUARY 2002
Certified Management Accountant (CMA)
CMA
JANUARY 1999 - PRESENT
CPIM
APICS
Skills
Finance
DCF Valuation, Cost Management, Operational Finance, Balance Sheets, Financial Reporting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Three-statement Modeling, Financial Modeling, Due Diligence, Forecasting, Budgeting, P&L Forecasting, Cash Flow Forecasting, Cash Flow, Cash Flow Modeling, 13-week Cash Flow, Cash Management, Working Capital Management, Controller, CFO, Monthly Recurring Revenue (MRR), Profit & Loss (P&L), Profitability Analysis, Investment Return Scenario Analysis, Return Analysis, Private Equity, Finance Strategy, Revenue Modeling, Leveraged Buyout Modeling, Statement of Cash Flows, Free Cash Flow (FCF), Cash Flow Calculation, M&A Reporting, Discounted Cash Flow (DCF), Profitability Optimization, Financial Systems, Financial Accounting, Financial Model Auditing, M&A Modeling, M&A (Buy-side), Accounting, Marginal Costing, Contribution Margin Analysis, Pro Forma Financial Statements, Data Analysis, Five-year Projections, Revenue & Expense Projections, Cost-benefit Analysis, Corporate Finance, Revenue Management, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Pricing, Operating Expenses (OPEX), Startup Funding, Debt, Valuation, ROI, Certified Public Accountant (CPA), Accounting Rate of Return (ARR), Ratio Analysis, M&A (Sell-side), CPA, Private Equity Valuation, Order to Cash (O2C), Cost of Capital, Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Capital Budgeting, Economic Value Added, Profit Ratio Statements, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Bank Covenants, Bank Debt Raises, Debt Raises, Equity Raises, Capital Raising, Customer Lifetime Value (CLV), Production Accounting, Deal Analysis, Fundamental Analysis, Certified Valuation Analyst, Fundraising, Valuation Analysis, Valuation Modeling, Business Intelligence (BI), Short-term Investments, Equity Valuation, Equity Capital, Valuation Multiples, Market Research
Output Software
Microsoft PowerPoint, Microsoft Excel, Epicor, Google Sheets, Xero.com
Data & Analysis Software
Financial Data, Power Pivot, QuickBooks Online, Intuit QuickBooks, Host Analytics, Microsoft Access, Visual Basic, NetSuite, SQL, Tableau, Intact Software, Salesforce, Xero Accounting
Industry Expertise
Industrial & Manufacturing, Software, Small Business, Early-stage Startups, Logistics, Banking & Finance, FS Planning, Venture Capital, Consumer Products, Real Estate, Professional Services, Healthcare
Geographic Expertise
United States
Other
Spreadsheet Automation, Customer Contribution Calculation, Management, Board of Directors, Business Performance Management (BPM), Monthly Close Process, Report Design, Cost Accounting, Standard Costing, Variable Costing, Five-year Plans, Interim CFO, Supply Chain, Excel Expert, Interim Finance Director, Interim Financial Controller, Software as a Service (SaaS), Strategy Planning, SaaS, Analysis, Enterprise Resource Planning (ERP), Return on Invested Capital (ROIC), Power Query, Microsoft Power BI, NPV, QuickBooks ProAdvisor, Excel Modeling, CMA, Inventory Management, Budget Modeling, Budget Management, Rolling Forecasts, Financial Forecasting, Cash Flow Analysis, Interim Controller, Controllership, Portfolio Company Support, Enterprise SaaS, Recurring Revenue Modeling, Manufacturers, NPV Calculation, Profit Maximization, Analytics, PV Analysis, Pro Forma Analysis, Scenarios, Scenario Analysis, Manufacturing, Analysis of Variance (ANOVA), Finance, Financials, Finance Director, Models, Modeling, Ad-hoc Modeling, FPA, Financial Analysis, Financial Data Analytics, Data Analytics, Business Analysis, Sales Analysis, Revenue Analysis, Analytical Review, Cash Flow Management, Presentations, Presentation Design, Board Presentations, Executive Presentations, PowerPoint Templates, Excel Reporting, Reporting, Reports, Category Reports, Group Reporting, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Discounted Cash Flow Analysis, Trend Analysis, Product Line Analysis, Profit Optimization, Finance Reports, Data, Database Modeling, Pivot Tables, Scorecard Indicators, Scorecard Development, Balance Scorecards, Dashboards, Financial Reporting Dashboards, Interactive Dashboards, Acquisitions, Acquisition Analysis, Integration, Post-merger Integration, Business Strategy, Strategic Planning, Strategic Planning & Execution, Trends, Sales Funnel, Controllership/Accounting, Financial Controlling, Board Decks, Key Performance Indicators (KPIs), Key Performance Metrics, Long-range Plans, Long-term Planning, Margin Optimization, Accounting Software, Scenario-based Design, Product Costing, Break-even Analysis, Bottom-up Analysis, Business Process Analysis, Cost Analysis, COGS Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Time Series Analysis, Vertical Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Visualization, Data Modeling, Model Building, Business Modeling, Business Models, Cost Modeling, Modeling Cases, Model Development, DCF Modeling, Historical Modeling, Operating Models, Operational Modeling, Model Validation, Metrics, Metric Reporting, Board Reporting, Small & Medium-sized Enterprises (SME), Excel 365, Activity-based Costing, Startup Consulting, Business Services, BI Reporting, Financial Statements, Startups, Data Analysis Consultant, Corporate Finance Consultant, Distribution, Investor Reporting, US GAAP, Fractional CFO, Dashboard Design, Sales Growth, eCommerce, Business Cases, Subscriptions, Debt Financing, Consumer Packaged Goods (CPG), Management Reports, B2B, P&L Analysis, GAAP Compliance, Business Intelligence Consultant, Visualization Software, Visualization, ERP Implementation, Sensitivity Analysis, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, System Optimization, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth, Expense Management, Financial Operations & Processes, Small Business Management, Month-end Processes, Subscription Models, International Expansion, Software Integration, Supply Chain Management (SCM), Supply Chain Optimization, Purchasing, Xero, Manufacturing Resource Planning (MRP), Excel VBA, Inventory, Corporate Controller, Gross Profit Margin Growth, Cohort Analysis, Sell-side, CAPEX Budgeting & Inventory Management, Inventory Cost Accounting, Quote-to-cash (QTC/Q2C), IRR, Pitch Presentations, Investor Presentations, Funding Presentations, Project Budget Management, Department Management, Financial Ratios, Economic Capital, Economics, Economic Analysis, Managerial Economics, Databases, Power View, Integrated Sales & Operational Planning, SOP Development, Strategy, Company Strategy, Exit Strategy, Industry Analysis, SWOT Analysis, Gross Margins, Chart of Accounts, Accounting Policy, P&L Management, Company Analysis, Customer Relationship Management (CRM), Productivity Improvement, Manufacturing Productivity Improvement, New Product Business Cases, Product Planning, Use Case Analysis, Factor Analysis, Growth Analysis, Visual Basic for Applications (VBA), Operating & Service Model Improvement, Quantitative Modeling, Waterfall Modeling, Financial Closing, Management Consulting, Fundraising Consultant, Financing, Direct to Consumer (D2C), Sage Intacct, Intacct, Investor Relations, Growth Strategy, Sage, Crystal Reports, SME/SMB Financing, Excel Macros, Macros, Logistics & Supply Chain, Investment Analysis, Business Plan Consulting, Operations, Sourcing, Vendor Selection, Vendors & Suppliers, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, eCommerce Analysis, Turnaround Management, Cap Tables, Process Automation, Sales Performance, Fixed Asset Management, Process Modeling, JD Edwards, Capital Asset Pricing Model (CAPM), Healthcare Services, Data Science, Python, Python 3, Azure SQL
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