Experience
I have run businesses from $2M to $400M in revenue across various industries like Medical Device, Pharma, Real Estate, HR Outsourcing, Financial Services, AI SaaS, E-Commerce and even a High Net Worth Family Office
Expectations
I care about your business - it's your livelihood. We'll strategize, I'll execute.
CFO Expertise to create your Financial Strategy
Execute the Budget | Drive Profits
Lead Debt/Equity Fundraising
Plan investments/expenditures and identify risks
Weekly | Quarterly | Annual Models
Identify Cost Saving Opportunities
Process Improvement | Vendor Management
Develop PowerBI or Tableau Dashboards
Leadership Reporting | KPIs | Data Analysis
Headcount Forecasting & Right-sizing
Productivity Metrics | Territory Alignments
Full-scale design with Scenario Analysis
Commission Rates | Attainment Bands
Sales Rep Tiering | Bonus Pools
Pitch Deck Financial Forecasts & Trends
Cash Runway | Funding Needs | Debt or Equity