I am a CFO and special analytical projects expert
I manage finance, operations, and sales analytics projects for real estate, retail, wholesale, and supply chain companies.
My experiences over 30 years range from managing isolated financial forecasts for large real estate companies to an important current role as CFO of a national bicycle company. My unique value is integrating a project’s strategy with robust financial analysis and exceptional communication.
Built and sold two companies
Managed a $25 million investment for the fourth-largest U.S. residential rental real estate owner
Managed multiple real estate investment feasibility projects
Managed national 250-person financial services sales and marketing team
Created multi-channel distribution plans for finance and consumer goods companies
Expert quantitative forecast modeler
Strategic thinker (I simplify complex ideas)
Building bridges between functional teams
Excellent communicator
I apply my Wharton MBA to several diverse industries
Real estate finance
Recycling supply chain
Bicycles
My experiences allow me to see the strategic objective of specific projects
I have a strong finance background but have also managed national sales, marketing, and operations teams. I have experience with a full range of company sizes too. I built an online financial planning company from scratch (sold to a major bank) and managed single-project financial forecasting models for both large and small companies.
Ideal working environment includes people, numbers, dedicated colleagues and fresh ideas.
Connecting with people comes naturally to me
Creating new ideas and tweaking existing ideas are equally rewarding
If you can draw it, you understand it
Numbers and humor are both essential
Diverse backgrounds and experiences are interesting