I serve CEOs, board members, investors and executive management by providing them with the financial clarity, execution planning and strategic thinking necessary to drive accountability and align their operations with their strategy.
As their CFO, I have no “turf”, which enables me to objectively seek the truth through numbers and create accountability and transparency throughout my client’s organization.
I am typically referred into my clients by VCs, PEGs, corporate attorneys, accounting firms, Board members and other debt & equity providers.
I provide contract CFO services, either part-time, fractional, full time-temporary or project based to develop and implement strategic initiatives. I often engage in a consulting capacity that may evolve into an employment situation as necessary.
I have 20+ years of CFO experience in growth oriented technology companies. For the past 10 years I have provided contract CFO services for scale up companies with the following profile:
My experience includes 30+ equity & debt financings, 9 M&A & IPO transactions, building operational infrastructure for software company to support growth from 15-150+ employees in 18 months, and over 200 investor presentations.
I have significant experience with strategic and operational planning, and developed complex financial models.