Experience

B2B CFO®

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Partner

  • May 2023 - Present

  Minneapolis, Minnesota, United States B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one of Forbes Magazine’s “Small Giants.” Over the decades, we have… Show more B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one of Forbes Magazine’s “Small Giants.” Over the decades, we have published books and created numerous resources, including an award-winning and patented software. For more information about how we help business owners excel, please visit www.B2BCFO.com Show less



Pro-Tec Design

• United States
• Security and Investigations
• 1 - 100 Employee

• Chief Operating Officer

  • Jun 2019 - May 2023

  Minnesota, United States


Parallel Technologies
• Pakistan
• IT Services and IT Consulting
• VP of Operations

  • May 2012 - May 2019

Entrepreneurial Advantagec
• Advertising Services
• 1 - 100 Employee
• Contract VP Finance

  • Jul 2010 - Dec 2011


Burchfield Group

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• COO

  • Jun 2007 - Jul 2010

  • Managed all consultants, analysts, internal IT and Medicare Part D audit staff in high growth pharmacy benefit consulting business serving Fortune 1000 employers, managed care organizations and third party administrators. • Grew revenues by 100% while maintaining profitability, without the use of external capital. • Restructured majority of the company to leverage specific skill sets and to reduce costs of incremental growth by 30%. • Implemented client relationship and… Show more • Managed all consultants, analysts, internal IT and Medicare Part D audit staff in high growth pharmacy benefit consulting business serving Fortune 1000 employers, managed care organizations and third party administrators. • Grew revenues by 100% while maintaining profitability, without the use of external capital. • Restructured majority of the company to leverage specific skill sets and to reduce costs of incremental growth by 30%. • Implemented client relationship and knowledge management systems to drive consistency of service. • Managed cross functional team to develop Medicare data validation product and project plan. • Worked with major clients as executive relationship manager and performed strategic consulting activities. Show less



Salo LLC

• United States
• Telecommunications

• Interim CFO

  • 2006 - 2007

  • Provided guidance to entrepreneurial owners on topics ranging from personnel, legal and business planning for a $45 million Inc. 500 business.



Achieve Healthcare Technologies

• Software Development
• 1 - 100 Employee

• CFO

  • 2000 - 2006

  Greater Minneapolis-St. Paul Area • Managed team responsible for all financial reporting, forecasting and analysis for $20 million leading edge health care software company serving the long term care industry. • Drove organization to breakeven from multimillion annual losses within 18 months of employment. • Facilitated creation of balanced scorecard to insure that business performance was consistent with business strategies. • Performed valuation analysis on several acquisition candidates as well as managed project… Show more • Managed team responsible for all financial reporting, forecasting and analysis for $20 million leading edge health care software company serving the long term care industry. • Drove organization to breakeven from multimillion annual losses within 18 months of employment. • Facilitated creation of balanced scorecard to insure that business performance was consistent with business strategies. • Performed valuation analysis on several acquisition candidates as well as managed project plan for integration of targets. • Jointly led strategic planning process with President, driving strategies to annual operational plans. • Acted as interim general manager for Achieve’s software as a service and IT outsourcing business, which realized annualized growth in excess of 400% and was executive account manager for key accounts. Show less



Express Scripts

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Sr. Director of Finance

  • 1997 - 2000

  • Managed annual revenue and gross margin budgets for $3.5 billion pharmacy benefit manager. • Created monthly financial reporting package that allowed management the ability to quickly understand monthly results and ongoing business trends. • Led creation of financial model integrating individual client data with activity based costing to provide accurate client and product profitability. • Selected to work on strategic business review with Booz Allen Hamilton and awarded the ValueRx… Show more • Managed annual revenue and gross margin budgets for $3.5 billion pharmacy benefit manager. • Created monthly financial reporting package that allowed management the ability to quickly understand monthly results and ongoing business trends. • Led creation of financial model integrating individual client data with activity based costing to provide accurate client and product profitability. • Selected to work on strategic business review with Booz Allen Hamilton and awarded the ValueRx Employee Excellence Award for work on client profitability and business line forecasting models. • Initiated inventory control project responsible for freeing up $10 million in cash. • Created financial and operational model of mail service facilities that provided total cost, variable cost and FTE requirements at different volumes for all departments within the mail service facilities. • Completed due diligence of acquisition candidates and participated on post-acquisition integration teams which increased the size of the company by 300% in two years. Show less



Pharmacy Gold, Inc.

• United States
• Personal Care Product Manufacturing

• CFO

  • 1995 - 1997

  Greater Minneapolis-St. Paul Area • Managed seven member staff accountable for all finance and accounting functions for a pharmacy benefit management company with $10 million in annual revenue and $20 million in assets. • Led creation of new entity and equity offering to target Blue Cross Blue Shield plans as customers and owners. • Led all financial analysis of new product offerings, pricing of service contracts, analysis of manufacturer rebate contracts and overall company forecasting and performance.


McGladrey & Pullen
• United States
• Medical Practices
• Financial Consultant

  • Jun 1993 - Apr 1994