Recent Projects Highlights

$100mm privately held manufacturer of personal computers and distributor of computer peripherals.

• Operational CFO
• Helped lead growth from 8 to $100mm
• Restructured debt financing
• Lead Finance, Accounting, IT, Purchasing, HR, and Operations departments

$1.3B publicly traded

• Developing and executing Section 404 testing strategy, including aligning critical controls with COSO and relevant financial statement assertions, designing testing plans and documentation tools.  Performing and documenting detail transaction testing and process walkthroughs

$12mm privately held job shop.

• Inventory costing project – developed direct costing model to easily compute true cost
• Credit and collections project – enhance cash flow over $300,000 in 4 months
• Improved gross margin by 3%

$20mm industrial contractor

• Developed operating business plan and bank refinancing.
• Segment cost modeling to identify market strategy

$25mm foreign manufacture of computer products with 240 employees

• Developed and implemented aggressive turnaround plan to improve profitability
• The following improvements occurred
  • Improved cash flow in 3 months
  • Improved profitability within 9 months

 $78mm recognized Inc. 500 ranked Lending Institution

• Provide coaching services on an ongoing basis
• Developed and implemented operating plan
• Strategic Mapping project

$2mm HVAC service provider

• Designed dashboard reporting
• Improved technician utilization and profitability within 6 months
• Enhanced capital structure
• Redesigned information systems
• Strategic planning sessions