With over 25 years as a senior finance and technology executive, I bring extensive career experience with industry-leading companies that can help your company to be its best as well. I’ve been a member of the executive team for operating units of public companies ranging in size from $5 million to $1.5 billion in revenues. […]
NetSuite cloud ERP / NetSuite implementation consulting
See NetSuite ERP Implementation Consulting Profile In my role as CFO for a small private equity-backed technology company, one of my first responsibilities was to lead the implementation of NetSuite’s cloud-based ERP system. This replaced a Microsoft Great Plains/Dynamics for financials and dozens of customized SQL database applications that supported operations and customer service. The […]
M&A support
M&A, due diligence, valuation and integration Working with companies focused on profitable growth has resulted in a number of career opportunities to participate in mergers and acquisitions, and the related due diligence and integration that comes with these transactions. Ceco Door Products, where my final role was as CFO & CIO, engaged in a growth […]
Consulting services
Consulting services are available for any of the areas of experience and expertise listed on this site. Following are recaps of previous consulting and entrepreneurial engagements performed: Primary liaison with investment bankers on divestiture of $0.8 billion unit of public automotive company. Interim CFO in seeking funding and strategic alliances for a wireless mesh networking […]
Board Room
Board Room Presentations With over a two decades of experience in developing professional presentations to corporate officers, board members, private equity firms, venture capitalists and investment bankers, I bring exceptional organizational and communication skills to make both the content and the appearance of your most important presentations highly professional and highly effective. Whether your need […]
Annual Planning
The Problem – The planning process took too long and couldn’t respond to changes. Annual plans took months to develop and required weeks of time by managers. The roll up of the components usually fell short of our top level income targets. Plans were difficult to explain to the corporate office. Significant changes were invariably […]
ERP Business Systems
The Problem: High cost and ineffective The company was spending millions of dollars each year on a collection of home-grown and third party software packages running on an IBM main-frame platform and supported by a staff of 35. As the company sold custom, make-to-order products, development was complex and costly and business needs were not […]
Business modeling
My blend of analytic and technical skills with seasoned business experience that allows me to create excellent models for planning, decision analysis and sales support. On the sale of my last company, I created a strategic growth business model to facilitate the analysis and valuation of the company by prospective buyers. The model was described […]
Financial Systems
Most of the positions I’ve held as a CFO were offered because of my dual experience and expertise in implementing systems. The following is a partial lists of implementations in which I’ve had a leadership role. IRON Solutions, Inc., as Chief Financial Officer in 2008 to 2014 Led the implementation of NetSuite cloud-based SaaS ERP system, […]
Decision support
By working over half dozen with industry-leading companies through my career, I’ve had the benefit of being trained in a variety of different tools and techniques for decision support and analysis, team facilitation, brainstorming, meeting management, quality management, process improvement and other skills. While I was at La-Z-Boy corporate office, consultants from Kepner Tregoe were […]
