Partner & Leader of AAFCPAs' Managed Accounting Solutions @ AAFCPAs
Founder @ Chief Advisory Services LLC
Education:
About:
CFO &Treasurer @ CFO of a publicly traded company responsible for all financial areas including accounting, treasury, compliance, SOX and investor relations.
-Lead multiple equity transactions, including tender offer, secondary offering, and stock repurchase plans to accomplish liquidity and ownership goals
-Participate in non-deal and deal roadshows with investors nationwide
-Addressed and eliminated an existing material weakness
CFO &Treasurer @ CFO of a publicly traded company responsible for all financial areas including accounting, treasury, compliance, SOX and investor relations.
-Lead multiple equity transactions, including tender offer, secondary offering, and stock repurchase plans to accomplish liquidity and ownership goals
-Participate in non-deal and deal roadshows with investors nationwide
-Addressed and eliminated an existing material weakness in revenue
-Coordinate with auditors and legal on all SEC filings, including 10-Ks,10-Qs, 8-Ks, S-3's S-8's, etc.
-Execute strategic acquisitions both domestically and internationally, including due diligence
-Manage administrative and financial execution on product and geographic expansion. Currently have subsidiaries in UK, Germany, France, China, Australia and Singapore
-Ongoing process improvements within the department as well as with other functional areas From May 2012 to Present (3 years 8 months) Partner @ Provide interim, part-time or periodic CFO services to a variety of clients.
-Particular focus on emerging technology companies
-Preparation of business plans, including cash flow forecasts
-Executed many equity transactions, including Series A through F and seed funding
-Implemented operational growth strategies, including balancing entrepreneurial environment with economies of scale
-Presented to investors, potential investors and Board of Directors From October 2009 to June 2012 (2 years 9 months) Director, Emerging Business Practice @ -Assessed accounting and financial needs for emerging businesses
-Created proposals to address needs
-Oversaw engagements in mergers & acquisitions, revenue recognition, general ledger and other technical accounting areas
-Successful business development of practice area
-Strategic member of management team From May 2006 to May 2009 (3 years 1 month) CFO @ Venture capital From March 1993 to June 2001 (8 years 4 months) Treasurer @ From 1990 to 1993 (3 years) Manager @ From 1985 to 1990 (5 years) Auditor @ From 1984 to 1985 (1 year)