Portland, Oregon, United States
Championing Financial Leadership & Innovation | Enhancing Commercial Finance & Investor Relations Brings 20 years of navigating the financial landscape to create new business opportunities and establish strategic partnerships for small startups and large corporations. Strategic leader with extensive commercial finance, M&A, forecasting, and budgeting expertise. Proficient at analyzing complex balance sheets and uncovering underlying issues swiftly, driving efficient and effective solutions. Possesses a keen financial intelligence that cuts to the core of challenges, enabling strategic decision-making and fostering growth. Key Career Highlights Founder of multiple small businesses, offering firsthand knowledge of entrepreneurial struggles and successes. Closed over $200M in loans and raised over $30M for private clients in the consulting space. Negotiated a complex personal acquisition involving two separate ownership groups, resulting in over 100% sales growth for both companies within 18 months. Education Bachelor of Science in Business Administration and Leadership – Concordia University School of Management Commercial & Industrial Finance Program – Western Banking School, University of Nevada Community Engagement Make It Foundation, Portland, Oregon Founder, President & Finance Committee Chair, Executive Committee Chair (2018 – Present) Knights of Columbus, Fourth Degree Knight (2022 – Present) Core Competencies Financial Planning | Risk Management | Strategic Forecasting | Budgeting Financial Analysis | Cash Flow Management | Capital Allocation | Financial Reporting Compliance | Real Estate Strategy | Mergers & Acquisitions
Alex serves as a fractional CFO for small and mid sized businesses, supporting owners and leadership teams as they work to better understand their financial position and make informed decisions. His approach emphasizes practical financial leadership, with attention to cash flow, financial controls, and sustainable growth. He partners closely with business leaders to develop financial strategies aligned with long term objectives, translating financial data into insights that guide both day to day operations and longer range planning. A significant portion of his work focuses on budgeting, forecasting, and liquidity management so companies can plan effectively and reduce uncertainty. Alex prepares financial reports and dashboards that are detailed yet accessible, helping executives focus on what matters without being buried in complexity. On the operational side, he identifies inefficiencies, improves processes, and addresses cost structures in ways that strengthen the business without unnecessary disruption. He also supports risk management and compliance by implementing internal controls appropriate to each company’s size and industry. When useful, he designs KPI dashboards that allow teams to track performance consistently and maintain accountability. Clear communication with owners, executive teams, and boards is central to Alex’s work, ensuring financial performance, tradeoffs, and priorities are well understood. He works comfortably and independently across a wide range of business models, stepping in where financial leadership is needed, with a focus on practical outcomes rather than polished sales language.