About Me

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


About:

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Overview

 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