Professional Experience

Trendright – Fractional CFO Consulting                                                                                   

  • Assist small to medium sized businesses navigate growth, change and other profit impacting challenges by providing executive level financial strategy and insight tailored to individual business needs on a part-time, consultant basis. 

  • Strategic Guidance and Partnership: Executive-level insight, strategic planning and risk management

  • Financial Clarity: Monthly reporting and dashboards, cash flow forecasting, budgeting and variance analysis

  • Growth Strategy: Scalable financial systems, business modeling and pricing optimization, organizational assessments related to talent and processes

  • On-Demand Flexibility: Weekly, Monthly or Project-based support, available when you need it.

Legal Services Industry                                   

Lead the finance organization for a $75M service company consisting of two separate brands, overseeing all financial operations functions, budgeting/forecasting and financial reporting.

  • Restructured finance department, implementing new processes to improve cash collection, AP processing and monthly reconciliations leading to $400k in annualized labor savings.

  • Reduced month end close time from 2 full days to less than 5 hours after converting Quickbooks to Great Plains.

  • Drove a 4% improvement in profit margins by implementing cost saving initiatives to reduce total cost to serve.  Strategies include: offshoring labor, reducing unnecessary spending, and minimizing physical footprint.

  • Reduced AR Balances by 23% over a 12-month period, resulting in $1.2M inflow of additional cash flow.

  • Designed and presented board level presentations that included financial results, metrics and KPIs.

 

Global Manufacturing Company                                       

Acted as a key member of the strategic executive leadership team for a $185M division of a global manufacturing company, collaborating closely with Operations, Sales, Product Management, and Engineering to establish and execute strategic priorities, facilitating organizational growth.

  • Drove significant $30M increase in top-line sales within two-year span.

  • Restructured finance department, implementing new collection processes that reduced balances by 20%, equating to over $4M in 3-month timeframe.

  • Integrated multiple processes from parent company, resulting in $600K reduction in corporate overhead, including cash receipt processing, bank reconciliations, and more.

  • Addressed and resolved 40 internal audit findings in first 6 months, improving processes and enhancing reporting efficiency without expanding team.

Mortgage Industry Service Provider                               

Oversaw operational data and processes affecting financial outcomes across multiple ERP systems, ensuring robust financial and operational reporting, budgeting, forecasting, and analysis for six business units within a $100M+ organization. Acted as primary systems and data governance lead for finance department, coordinating closely with IT for business requirements and leading annual internal and external audit processes.

  • Instrumental in production of detailed margin reports, tracking each 15-minute task daily, leading to enhanced financial data and analysis.

  • Improved efficiency in invoicing, reducing manual processing time by 75% and optimizing workforce utilization from three employees to one.

  • Achieved substantial reduction in Accounts Receivable balances, exceeding $10M within six-month period.

  • Streamlined accounting and accounts payable processes, resulting in 65% reduction in month-end close processing time, and provided pivotal support in two due diligence processes, contributing to integrations in both acquisitions.