I am an experienced team leader and business manager with demonstrated success in all areas of finance and accounting. I have almost 30 years of accounting, finance, and business operations experience. For the last 15 years I have served small and mid-size privately held companies, as well as large publicly traded companies, as an executive level VP and CFO. My professional experience blends hands-on, sleeves rolled-up drive, with board room experience and financial responsibility. I am experienced in budgeting, forecasting, strategic planning, cash management and treasury operations, debt reduction, profit improvement, and shareholder/owner value improvement.
I have worked on and managed a wide range of mergers and acquisitions (and divestitures), with a keen focus on successful business integrations post-transactions. My banking experience includes diverse financial negotiations, public fund bond applications, public and private reporting, bank work-out, and bankruptcy proceedings. In my various finance positions, I have managed internal controls, compilations, reviews, audit reporting, external reporting (including SEC filings), SOX compliance and 404 responsibility, risk management, IT integrations, and system conversions.
I am a Certified Public Accountant (Licensed/Registered, Illinois 1992), a graduate of Wilkes University, Wilkes-Barre, PA., with a Bachelors degree in Commerce & Finance and a Major in Accounting. I am also a member of the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MACPA).