A CFO who also builds with
AI
BI
&
Stuck in the right lane? Want to go faster?
I bring AI & BI to help you pass on the left.
From Close to BoD Sessions...
With 25 years of experience as a CPA, Auditor, Management Consultant, Controller, and CFO, I’m proud to bring a deep blend of finance and tech expertise to the table that drives meaningful change for decision makers who are ready to improve performance by embracing today’s fast-moving technological innovations, especially in an era where competitive advantages are razor-thin.
I offer extensive leadership experience, and partner with experts in their field, across diverse industries and organizations ranging from startups to mature enterprises. Recognized for integrity, strategic insight, and a practical, hands-on approach, I meet clients where they are at today.
With board-level experience and a tech-forward mindset, I bridge high-level financial strategy with operational execution, ensuring businesses not only set the right course but stay on it. Whether guiding a company through a major transition or optimizing day-to-day performance, I am committed to being a trusted advisor and steady hand.
Why I Love This Role and Why I Outperform
Enneagram Type #1 Reformer: people who are principled, purposeful, self-controlled, and perfectionistic.
Clifton 34 Assessment. #1 Talent is Restorative: people exceptionally talented and adept at dealing with problems. They are good at figuring out what is wrong and resolving it.
** Attention VCs, PEGs, SMBs, LMMs **
Simply put, I will increase the value of your organization by stead-fast dedication to the CEO's Vision. My Finance and Accounting teams love working with me (except one or two over 25 years). I have a deep presence in the boardroom. I partner with amazing talent to bring in missing resources. I move faster, work harder, and do not require hand holding. From startups to mature organizations, I execute.