About Me
Certified Public Accountant with over 20 years of experience specializing in fractional CFO and Controller services. I focus on budget analysis, financial audits, cash flow optimization, ERP implementations (Sage Intacct), and building efficient accounting operations for businesses and nonprofits.
I deliver clear financial insights, strong internal controls, and measurable improvements in profitability and efficiency. Passionate about helping clients achieve sustainable growth through strategic financial leadership.
I am
Financial Leadership — Budget development & oversight, forecasting, variance analysis, and cash flow optimization
Financial Reporting — Consolidated financial statements, month-end closes, and management reporting
Accounting & Compliance — US GAAP, internal controls (including SOX), audit preparation and support
Cost & Analysis — Cost accounting, managerial finance, job costing, and financial modeling
Systems & Technology — ERP implementation (Sage Intacct), general ledger management, automation, and process improvement
Leadership — Team development, mentoring, and cross-functional collaboration
Specialized — Fixed asset management, sales tax compliance, and nonprofit financial oversight