Experience

Charles River CFO, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Director and Client Service CFO, General Business Practice

  • Nov 2023 - Present

  United States



CreditXpert

• United States
• Software Development
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2021 - Sep 2023

  Baltimore, MD I was recruited to Creditxpert after starting as the interim CFO. The two founders were stepping back from running the business day to day and decided to bring in an executive management team. I was brought in by the CEO to assist with the execution of a new strategic plan and to improve the level of financial infrastructure. This included building a new financial reporting system that produced monthly financial statements five days after month end compared to 45 days previously. We also… Show more I was recruited to Creditxpert after starting as the interim CFO. The two founders were stepping back from running the business day to day and decided to bring in an executive management team. I was brought in by the CEO to assist with the execution of a new strategic plan and to improve the level of financial infrastructure. This included building a new financial reporting system that produced monthly financial statements five days after month end compared to 45 days previously. We also built out a revenue prediction model and an annual budget that included reforecasting the current year’s Income Statement and Cash Flow each month. My other responsibilities and achievement at Creditxpert included: • Analyzing the capital needs of the company and reviewing financing options with Private Equity groups and Debt Providers. • Putting in place a $2M line of credit without any personal guarantees. • Exit Readiness. Getting all items up to date in the event of potential exit. • First Audit. Previously to me joining the Company there were no assurance level reporting by outside accounting firms. As part of the Exit Readiness efforts, we had RSM review our financial statement for 2020 and 2021 and then a full audit for 2022. • Worked closely with the ELT on the execution of a new strategic go to market plan. • Board set up and interaction. With the founders stepping aside, we stood up a Board that included adding two outside Directors. Working closely with the CEO, we built out a reporting package for Board meetings. This included providing insight and observations about our Company’s performance considering current economic conditions and that of the industry. • Cash Management. This included all day-to-day activities around managing and forecasting cash looking forward eighteen months. • Risk Management. Had responsibility for all insurance related items. • Mentoring. Mentored our accounting manager to the Director of Finance. Show less



Newport LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Partner

  • Oct 2018 - Jul 2021

  National Newport is a national strategic advisory firm that helps founders, owners, and CEOs of growth-stage companies grow and improve the value of their businesses by navigating key transitions and improving company performance. At Newport, we understand the business of being a CEO. It’s a stressful job where you alone make the difficult decisions when the company is at a crossroads. When you work with Newport partners, you’re working with a team who has founded, built, operated, and sold… Show more Newport is a national strategic advisory firm that helps founders, owners, and CEOs of growth-stage companies grow and improve the value of their businesses by navigating key transitions and improving company performance. At Newport, we understand the business of being a CEO. It’s a stressful job where you alone make the difficult decisions when the company is at a crossroads. When you work with Newport partners, you’re working with a team who has founded, built, operated, and sold businesses, so you get our experience and our support. As a Newport partner, I rely on my 30+ years of financial and leadership experience to help companies improve their finance function. I work with business owners, CEOs, C-level executives, and entrepreneurs as they get ready for a sale through clean-up of their financial statements and other pertinent supporting documents. ▌SAMPLE CLIENT RESULTS: ➝ Worked closely with CEO as CFO growing revenues from $900 million to $2.2 billion through organic and strategic acquisitions. Maintained an annual return on equity of 35% ➝ Revamped and cleaned up financial reporting and infrastructure to prepare financial services firm for sale. After less than a year, successfully sold business for 30% premium over comparable multipliers in the industry ➝ Mentored and coached CFO and together transformed finance team into service group who delivered financial information in timelier fashion. By building relationships, utilizing updated technology and getting right people on team, CFO able to take more meaningful leadership role ▌ SERVICES OFFERED: ➝ Capital & Transaction Readiness Financing ➝ Building & Improving Corporate Infrastructure ➝ Preparing an Integrated Rolling Forward Financial Projection ➝ Development of Business Plans ➝ Mentoring Finance & Accounting Personnel ➝ Analyses of Company Operating Units or Divisional Profitability ➝ Strategic Planning with Senior Leadership Teams ➝ Acquiring New Business or Product Lines Show less



Charles River CFO, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Chief Operating Officer

  • Nov 2015 - Oct 2018

  Offices in Boston, Atlanta, San Francisco and Tallahassee CRCFO is a strategic financial consulting firm that brings financial leadership, strategic guidance and operational stability to over 1000 clients in the alternative energy, consumer business, high technology, life sciences, manufacturing and professional services industries. CRCFO offers a full suite of finance, accounting and tax services, and we offer a flexible and scalable team approach. As your Strategic Transaction Services partner, we support both your technical and operational… Show more CRCFO is a strategic financial consulting firm that brings financial leadership, strategic guidance and operational stability to over 1000 clients in the alternative energy, consumer business, high technology, life sciences, manufacturing and professional services industries. CRCFO offers a full suite of finance, accounting and tax services, and we offer a flexible and scalable team approach. As your Strategic Transaction Services partner, we support both your technical and operational accounting & finance function, in concert with your outside auditors to navigate your important transactions. CRCFO can serve as your entire outsourced accounting and finance team, freeing up your senior management to build your business while keeping overhead costs predictable and tightly controlled, or we can serve as an extension to your current finance department. We scale with you to take your company from early and emerging stage to mature company, working with you through the various growth cycles and transactions. Show less



Leeder Investment and Advisory Group

• Partner

  • 2006 - Oct 2018

  Business advisory services for entrepreneurial companies. Most entrepreneurs struggle with the same dilemma – they understand the vision for their business but lack the specific skills required to develop and implement a business plan with meaningful goals and financial controls. Leeder Investment and Consulting Group can help – we understand the entrepreneurial mindset as well as the planning and control side of running a successful business. We can integrate the two into a… Show more Business advisory services for entrepreneurial companies. Most entrepreneurs struggle with the same dilemma – they understand the vision for their business but lack the specific skills required to develop and implement a business plan with meaningful goals and financial controls. Leeder Investment and Consulting Group can help – we understand the entrepreneurial mindset as well as the planning and control side of running a successful business. We can integrate the two into a cohesive and strategic plan that will help put entrepreneurial businesses on the road to success. In several cases, we have also made cash investments in the companies we work with. Show less



Euram Investment Group

• Partner, CFO

  • 2006 - Jul 2011

  Euram provides equity to real estate developers for development and financing purposes.



In Zone Brands, Inc.

• United States
• Manufacturing
• 1 - 100 Employee

• COO/CFO

  • 2004 - 2006



Beers Construction Company

• CFO

  • 1995 - 2006



Windham Brannon

• United States
• Accounting
• 100 - 200 Employee

• Senior Manager

  • 1985 - 1992