Experience

Real Estate Development

Service – special projects for office of the CFO

Managed financial strategy, reporting, accounting, and financial operations for buildout of 2400-acre residential and commercial real estate development project with 1600 units.

 

Designed financial models to support development of condominium with 500 units.

 

Introduced automation tools, such as Power BI, to improve and streamline rental management reporting.

 

Managed the implementation of Microsoft Dynamics job cost module.

Start UP

 

Service – Managed launched company from concept through full operational startup, building infrastructure and leading buildout with no initial venture capital funding. Established finance, billing, accounting HR, insurance, legal, operations, marketing, and licensing functions.

Schedule a free CFO consultation here.

Construction Company


Service – Interim CFO


Managed hiring remote controller and training on ERP system.

 

Prepared management reports including Budget vs. Actual and yearly projections.


Coordinated treasury functions included weekly cash flow projections.

Software Company


Service – Implemented AI review of company financial statements and metrics


Designed ChatGPT's Code Interpreter model to evaluate a dataset against key performance indicators (KPIs). Specifically, review the complete dataset and identify any notable trends, patterns or insights that the existing KPIs fail to highlight. Based on this analysis, Code Interpreter could then suggest potential new KPIs to better encapsulate these additional findings.

Convenience Store National Chain

 

Acted as interim CFO


Managed financial operations of a team of three.

Implemented new ERP system.

Managed due diligence for sale to a publicly traded company.

Real Estate Development

Service – special projects for office of the CFO

Managed financial strategy, reporting, accounting, and financial operations for buildout of 2400-acre residential and commercial real estate development project with 1600 units.

 

Designed financial models to support development of condominium with 500 units.

 

Introduced automation tools, such as Power BI, to improve and streamline rental management reporting.

 

Managed the implementation of Microsoft Dynamics job cost module.

Schedule a free CFO consultation here.

Manufacturing

 

Service – Internal Audit

 

Inventory and Supply Chain Management:

Case Study – Construction Company

 

Service – Interim CFO

Directed financial strategy and operations for residential real estate development company building and managing more than 500 construction projects annually across region. Design financial models to enable ongoing growth including managing multiple P&Ls with over 100 million in revenue.

Hotel

 

Service – Internal Audit

An internal audit at a hotel is a systematic, independent evaluation of various operations, financial processes, and internal controls within the hotel. The objective is to ensure that the hotel operates efficiently, complies with laws and industry standards, and manages risks effectively while safeguarding assets and optimizing guest satisfaction.

Financial Controls:

 Operations and Efficiency: