Senior Solutions Consultant

• Jun 2021 - Present

Adjunct Instructor

• Aug 2019 - Jun 2021

Adjunct Professor of accounting and human resources. Adjunct Professor of accounting and human resources.

Partner - CFO Consultant

• Jul 2018 - Jun 2020

Chief Financial Officer, Vice President of Human Resources & Information Technology

• Jul 2012 - Jul 2018

While working as a Chief Financial Officer at VisionTrust International, I provided executive-level leadership with full P&L accountability for a multimillion-dollar non-profit organization operating in twenty countries. I assisted CEO on all strategic and tactical matters and direct the implementation of strategic business plans. I provided oversight for and manage all budgets, forecasts and internal financial plans and processes. I reviewed short and long-term goals in light of existing and projected financial resources available and assisted with fundraising and donor development activities. I generated weekly, monthly, quarterly and annual reports to monitor, evaluate, and optimize cash flow. I presented reports to Board of Directors and senior executives during tri-annual board meetings. I built relationships with banks, donors, vendors, and outside consultants to keep close to major expenditures and sources of funding. Following are the highlights of the value I brought to VisionTrust International: ☛ Transitioned company from mainly a monthly sponsorship revenue model to multiple revenue streams, including major donor, planned giving and foundation grant components. ☛ Brought organization into national charitable solicitation compliance and ensured that the organization met critical regulatory and legal compliance benchmarks. ☛ Restructured the finance department and replaced all accounting staff with credentialed and capable leadership. ☛ Co-led team that converted core operating systems from MS NAV to Salesforce and FinancialForce platform. ☛ Achieved a 25% increase in year-over-year revenue by initiating major donor event. ☛ Optimized financial reporting functions. ☛ Restructured grant issuance process. Show less

CFO, Senior Executive Business Strategy Consultant and Coach

• Aug 2008 - Jun 2012

While working as a CFO, Senior Executive Business Strategy Consultant and Coach at Leadership Development International, I provided financial oversight and planning leadership for a $30 million business consulting and education provider with operational centers in three countries. I contributed in the development and implementation of business strategies in alignment with overall LDi mission and vision. I directed all corporate finance activities, including accounting, financial planning, audits, and forecasting as well as budget development and administration; presented same to LDi Board of Directors at each semi-annual board meeting. I led a diverse international team of finance and accounting professionals to effectively manage the finance and accounting functions across the globe in accordance with IFRS, GAAP and organizations’ accounting policies. I administered financial management systems and evaluated and integrated new applications. Following are the highlights of the value I brought to Leadership Development International: ☛ Provided consultancy and support to internal and external clients in developing and implementing strategic improvement initiatives to optimize operational performance and financial reporting. ☛ Improved board and management’s understanding of financial performance, budgets, and key economic drivers through streamlining management information systems. ☛ Transitioned company from a complex annual budget process to a rolling five-year strategic planning process. ☛ Substantially improved global cash-management by implementing sound financial management practices. Show less

Founder, President and CEO

• Jan 2002 - Jul 2008

As a Founder, President and CEO at Unified Solutions Group, I founded the company with a client-centric business model and led business development efforts that exceeded established revenue goals. I created, communicated, and implemented the organization's vision, mission, and overall direction. I developed high-quality business strategies and plans, ensuring their alignment with short-term and long-term objectives. I hired, mentored, and led a team of seven executives to effectively manage day-to-day operations. I coordinated and interacted with C-level executives of leading national mortgage lenders during sales and process management cycles. Following are the highlights of the value I brought to Unified Solutions Group: ☛ Grew organization from initial start-up to $12 million dollars in annual revenue in 2-years while increasing employees’ base over 200. ☛ Consistently recognized as “best service provider” by major institutional clients. Show less