Meeting Preference: Email, In Person, Phone, Video
Languages: English
Profile: I am an experienced Finance professional with over 40 years of management experience in both medium and large companies. In my capacty as Finance Director, I have counselled hundreds of small business owners in cash management and a variety of business practices.
I can assist clients in all aspects of Order-to Cash management, Financial Analysis, Treasury Management, Financial Process Improvement and Risk Management. I have had many years of valuable experience training my staffs in general Accounting and Finance related disciplines and can assist both the inexperienced and seasoned entrepreneur in budgeting and forecasting. I can explain the relevance and meaning of the financial statements in ways that are simplified and actionable.
Areas of Expertise:
Financial Analysis
Budgeting Forecasting
Finance and Accounting Systems implementations (large or small)
Startup Business Planning
Strategic and Tactical planning for the more advanced entrepreneur
Balance Sheet Management
P&L Management
Sourcing and Procurement
Contract Negotiations
Banking Relationships
Staff Training and Development in Finance
Dispute Management
Customer Credit assessment for Sales leads
Industry Experience:
Manufacturing
Distribution
Construction
Supply Chain and Outsourcing
Food Service
Insurance
Education and Affiliations:
Master of Business Administration (MBA) in Finance, Suffolk University, 1997
Bachelor of Science (BS) in Finance and Marketing, University of Massachusetts, 1992
National Association of Credit Managers (NACM), Member, since 1996
Finance Council Board Member, IC/SJ Church Collaborative, since 1997
Credit Research Foundation (CRF) participating respondent, since 2004
Areas of Expertise
- Accounting & Finance
- Bookkeeping
- Budgeting
- Business Plan
- Cash Flow
- Customer Service
- Funding/Loans
- Management & Operations
- Marketing Strategy
- Pricing
- Product Development
- Strategy Development
- Supply Chain Management
Industry Experience
- Accounting & Tax Services
- Construction
- Manufacturing
- Professional Services
- Retail
- Wellness, Healthcare, & Home Health
- Wholesale