Senior Finance Executive

• Nov 2023 - Present

Senior Finance Executive

• Jun 2023 - Present

Fractional CFO Services Fractional CFO Services

Independent Director

• May 2023 - Present

COO/CFO (SVP)

• 2006 - Mar 2023

Managed due diligence for 2019 exit transaction/sale to Brinks. Joined BI in early stage. Responsible for all BI accounting/finance matters, IT infrastructure and legal matters including terms/pricing for customer contracts. Oversee Solution Engineering and Customer Support teams. Prior to sale, responsible for all corporate governance in terms of communications to Board/committees, investors, and financial partners along with relationships with outside attorneys and… Show more Managed due diligence for 2019 exit transaction/sale to Brinks. Joined BI in early stage. Responsible for all BI accounting/finance matters, IT infrastructure and legal matters including terms/pricing for customer contracts. Oversee Solution Engineering and Customer Support teams. Prior to sale, responsible for all corporate governance in terms of communications to Board/committees, investors, and financial partners along with relationships with outside attorneys and accountants/auditors. Actively engaged in strategic development/execution. Managed $3M building purchase and renovation. Show less Managed due diligence for 2019 exit transaction/sale to Brinks. Joined BI in early stage. Responsible for all BI accounting/finance matters, IT infrastructure and legal matters including terms/pricing for customer contracts. Oversee Solution Engineering and Customer Support teams. Prior to sale, responsible for all corporate governance in terms of communications to Board/committees, investors, and financial partners along with relationships with outside attorneys and… Show more Managed due diligence for 2019 exit transaction/sale to Brinks. Joined BI in early stage. Responsible for all BI accounting/finance matters, IT infrastructure and legal matters including terms/pricing for customer contracts. Oversee Solution Engineering and Customer Support teams. Prior to sale, responsible for all corporate governance in terms of communications to Board/committees, investors, and financial partners along with relationships with outside attorneys and accountants/auditors. Actively engaged in strategic development/execution. Managed $3M building purchase and renovation. Show less

COO/CFO

• 2000 - 2006

Hired as CFO to sell company, subsequently named COO with responsibility for all financial and operational areas, including customer contracts/pricing, human resources, Project Management, Product Development and Professional Services teams. Ultimately executed on sale of the company. Hired as CFO to sell company, subsequently named COO with responsibility for all financial and operational areas, including customer contracts/pricing, human resources, Project Management, Product Development and Professional Services teams. Ultimately executed on sale of the company.

CFO

• 1996 - 2000

Joined NFI in start-up phase and led efforts for IPO that priced at top of range in Oct 1997 (NYSE), along with subsequent secondary equity offering and debt restructuring. Oversaw accounting, finance, tax, legal, and investor relations matters for mortgage banking REIT. Joined NFI in start-up phase and led efforts for IPO that priced at top of range in Oct 1997 (NYSE), along with subsequent secondary equity offering and debt restructuring. Oversaw accounting, finance, tax, legal, and investor relations matters for mortgage banking REIT.

Audit

• 1981 - 1996

Served clients in manufacturing/retail, engineering/construction and banking industries, ranging from small private entities to Fortune 500 public entities. Extensive experience with SEC filings related to equity/debt and M&A transactions. Selected as Primary Recruiter for KCMO office, National Training Instructor and National Professional Practice (Quality Control) Reviewer. Supervised 20-30 managers/staff at any given point in time. Served clients in manufacturing/retail, engineering/construction and banking industries, ranging from small private entities to Fortune 500 public entities. Extensive experience with SEC filings related to equity/debt and M&A transactions. Selected as Primary Recruiter for KCMO office, National Training Instructor and National Professional Practice (Quality Control) Reviewer. Supervised 20-30 managers/staff at any given point in time.