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Experience

    • President
      • May 2010 - Present

      FP&A, and CFO for professional services and technology services companies, operations management, complex sales financial modeling, sales cross-function coordination/deal shaping, contracting and SLA alignment with financial model, sales methodology (tools, roles clarification and processes),...

  • Mather Economics LLC
    • Greater Atlanta Area
    • Fractional CFO
      • Feb 2018 - May 2018
      • Greater Atlanta Area

      Fractional CFO responsible for financials, redesigned chart of accounts and time/expense app, oversaw accounting software conversion

  • EquityMetrix, LLC
    • Dallas/Fort Worth Area
    • Interim CFO
      • Mar 2015 - Aug 2015
      • Dallas/Fort Worth Area

      Responsible for financial management, restructured chart of accounts, interface with tax accountants and auditors, reporting and forecastings, and new client contracting negotiations.

    • VP Finance, U.S. Business
      • May 2008 - Apr 2010

      BUILT U.S. FINANCE FUNCTION: VP Finance and executive team member for U.S. business of leading "large bank" outsourcing services provider, with market leadership in Canada and new growth in the U.S. Built and managed finance team for $1B contract and responsible for financial planning...

  • World 50, Inc
    • Greater Atlanta Area
    • Fractional CFO
      • Jan 2007 - May 2008
      • Greater Atlanta Area

      Responsible for accounting and financial reporting, restructure of chart of accounts, restatement and clean-up of prior year financials for consistency, financial modeling and forecasts, interface with tax accountants, support of negotiations for sale of the company, smooth transition of accounti...

    • President
      • 2005 - May 2008

      CONSULTING: Solution Shaping provides financial modeling, implementation assessment, CFO, costing/pricing models and contract/negotiation services. Sample projects include:- Built portfolio Financial Model for multi-LOB $6B global IT outsourcing company.- Supported Due Diligence negotiations fo...

  • OnSite Resource Solutions
    • Greater Atlanta Area
    • Fractional CFO
      • Dec 2005 - Dec 2007
      • Greater Atlanta Area

      Part-time CFO: Financial management for perm-placement Recruitment Process Outsourcing (RPO) services and PMO staffing services, including sales pricing, commissions, tax information preparation, proposal support and contracting.

    • Vice President, Implementation
      • 2004 - 2005

      IMPLEMENTATION: Built mega-deal implementation team and restructured implementation approach for new, large-client outsourced payroll and benefits services offering. Responsible for successful implementation of ADP’s largest payroll client with over 100,000 employees, working closely with the S...

    • Vice President, Solution Shaping (RPO, Call Ctr, Staffing)
      • 2001 - 2004

      TEAM BUILDING: Recruited and trained solution shaping team, built tools and led outsourcing solution shaping function addressing solution architecture, sales message, costing, pricing, contracting and negotiation for outsourced call center, personnel recruitment and administrative functions for $...

    • Associate Partner
      • 1977 - 2001

      INT'L FINANCIAL MGT LEAD: $200M+ Outsourcing Revenues / 40+ Contracts with clients including Ryder, Ford, Texas Instruments, Dow Chemical, DuPont as well as smaller clients / US, Canada, Brazil, Europe OUTSOURCING ENGAGEMENT MGT SOFTWARE DEVELOPER: Envisioned, designed software, created and t...

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