Experience

B2B CFO®

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

• Partner

  • Jul 2023 - Present

  Atlanta Metropolitan Area For the last 25 years as a CFO, I have successfully assisted companies and business owners to plan strategically, improve cash flow, and grow profitably. Today, as a Strategic Business Advisor, I help privately-held businesses between $5m - $100m, to benefit from this experience, without the fully loaded cost of a full-time employee.



Canterbury Court

• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2020 - Apr 2023

  Atlanta, Georgia, United States Executive Officer responsible for all financial, accounting, IT and plant operations. Responsibilities include accounting, reporting, audit, budget investment and tax. Provides leadership to the finance, investment, and audit committees as well as the Board of Trustees. One of four Executives on the Leadership Team. Canterbury Court is a Life Plan Community in Atlanta Georgia with a vision to foster social connectedness and provide opportunities for seniors to continue to learn… Show more Executive Officer responsible for all financial, accounting, IT and plant operations. Responsibilities include accounting, reporting, audit, budget investment and tax. Provides leadership to the finance, investment, and audit committees as well as the Board of Trustees. One of four Executives on the Leadership Team. Canterbury Court is a Life Plan Community in Atlanta Georgia with a vision to foster social connectedness and provide opportunities for seniors to continue to learn, develop new interests and hobbies, and share new experiences with others. Accomplishments: ◾ Raised $125.8M in Fulton County tax-exempt bonds and $45.8M in private bank-held bonds for the campus expansion, nearly doubling the square footage of both independent living and healthcare facilities. ◾ Actively participated in owner, architects, and contractors Oversight Committee for the $179M expansion project. ◾ Assisted in developing a 7-year feasibility plan study for the expansion project. ◾ Engaged in 5-year strategic plan with the Board, residents, and other stakeholders. Show less



The Woodruff Arts Center

• United States
• Performing Arts
• 100 - 200 Employee

• Chief Financial Officer

  • 2013 - 2019

  Atlanta, Georgia Chief Financial Officer for Atlanta’s Woodruff Arts Center, the third largest Arts Centers in the U.S. The Arts Center is home to the Grammy Award-winning Atlanta Symphony Orchestra, the regional Tony Award-winning Alliance Theatre and the High Museum of Art, the largest museum in the Southeast. In addition, the Center reaches more than 200,000 students each year, making the Arts Center the largest arts educator in Georgia. Accountable for the delivery of Shared Services including… Show more Chief Financial Officer for Atlanta’s Woodruff Arts Center, the third largest Arts Centers in the U.S. The Arts Center is home to the Grammy Award-winning Atlanta Symphony Orchestra, the regional Tony Award-winning Alliance Theatre and the High Museum of Art, the largest museum in the Southeast. In addition, the Center reaches more than 200,000 students each year, making the Arts Center the largest arts educator in Georgia. Accountable for the delivery of Shared Services including accounting, finance, investment, audit, technology and legal to nearly 400+ full time employees and 4 business units of the organization. Primary Officer responsible for reporting to the Audit, Finance and Investment Committee. Oversaw 6 direct reports with 25 overall functional employees and reported directly to the CEO. Accomplishments: ◾ Led strategic planning, operations, and P&L for 400+ employee customer-service organization supporting $80M+ in annual revenue for 3rd largest Art Center in the Nation; closed FY18 by exceeding budgeted income/surplus by $817K with each art division surpassing overall revenue and budget goals ◾ Provided principal financial leadership which produced 4 consecutive years of operating profits, the first gains in over a decade ◾ Supplied strategic direction to monetize three non-mission related properties resulting in a debt reduction of $25M ◾ Refinanced approximately $100M in taxable and non-taxable bonds producing YoY interest savings of $700K ◾ Developed quality programs and internal audit processes that improved the integrity and quality of functions which served business units ◾ Evaluated, selected, and implemented new Workday ERP system to fulfill long range planning initiative, resulting in organizational overhead savings of $500K YoY Show less



Edge Capital Partners LLC

• United States
• Insurance

• Chief Administrative Officer

  • 2007 - 2013

  Greater Atlanta Area Senior Finance and Operating Executive with full oversight of corporate accounting, finance, compliance, information technology, legal and human resources. Concurrent responsibility for attracting, selecting, training, assessing and rewarding employees while reinforcing a corporate culture of professionalism, dependability, and quality standards. Accountable for all health, business services, workers compensation, fiduciary, professional liability including D&O, E&O and ERISA. Administrator of… Show more Senior Finance and Operating Executive with full oversight of corporate accounting, finance, compliance, information technology, legal and human resources. Concurrent responsibility for attracting, selecting, training, assessing and rewarding employees while reinforcing a corporate culture of professionalism, dependability, and quality standards. Accountable for all health, business services, workers compensation, fiduciary, professional liability including D&O, E&O and ERISA. Administrator of 401k, HRA, and FSA plans. Accomplishments: ◾ As the first employee of the firm, executed a growth strategy expanding the company into multiple states which grew the organization by 32% YoY; $12.3M in revenue and 24% margins ◾ Established credibility after successfully executing two private offerings in early stages of the business and served as primary contact to banking relationships where lines of credits were maintained, resulting in the achievement of a 10% expense reduction in FY12 ◾ Managed the design and implementation of IT infrastructure for all 5 locations, providing a centralized, compliant repository for $2B in assets under management; provided strategic direction in selecting business partners for outsourced network, telecom and datacenter ◾ Co-designed and managed the company stock-option 401K plan which led to a reduction in attrition rates and improved overall retention Show less



EzGov

• Software Development
• 1 - 100 Employee

• CFO, VP of Finance & Accounting, Corporate Controller

  • 2002 - 2006

  Greater Atlanta Area Software solutions company providing software, professional services and hosting to federal, state and local governments worldwide with 100 global employees and $20+ million in annual revenues. Accomplishments: ◾ Improved margins from -30% to +15% by leading initiatives to strengthen debt financing, mergers and acquisitions, foreign exchange hedging, investor relations, and contract negotiation ◾ Hired, developed, and managed an international team of 6 onshore… Show more Software solutions company providing software, professional services and hosting to federal, state and local governments worldwide with 100 global employees and $20+ million in annual revenues. Accomplishments: ◾ Improved margins from -30% to +15% by leading initiatives to strengthen debt financing, mergers and acquisitions, foreign exchange hedging, investor relations, and contract negotiation ◾ Hired, developed, and managed an international team of 6 onshore and offshore employees to support accounting and finance operations in the UK, NL and US, and multiple US states ◾ Implemented centralized global accounting, reporting, and budgeting system (Solomon, FRx Reporter and Forecaster – Microsoft Products) Show less



RETX

• Utilities

• Director of Finance & Accounting, Corporate Controller

  • 2000 - 2002

  Greater Atlanta Area Oversaw all accounting functions including consolidation and foreign entity translation/reporting to assure compliance with GAAP. Developed and maintained all internal and external financial reporting, including investor relations with shareholders and investment bankers.



Arthur Andersen

• Denmark
• Truck Transportation
• 1 - 100 Employee

• Senior Auditor, Staff Auditor

  • 1996 - 2000

  Greater Atlanta Area Executed responsibilities including reviewing and testing of client SEC filings on forms 10-K and 10-Qs, and managed the work requirements to form an opinion of financial statements included in such filings. Managed multiple engagements simultaneously, supervise staff, manage conflicts and respond timely to client needs in a demanding environment.