Orlando, Florida, United States
I currently partner with the CEO to lead financial and operational strategy at AutoPayPlus, serving as the EOS Integrator responsible for translating vision into execution and building durable systems that support scale, accountability, and long-term value. As CFO, COO, and EOS Integrator, my role sits at the intersection of finance, operations, and leadership execution. I work across the leadership team to bring clarity to complexity — aligning strategy, capital, systems, and people around what actually drives results. My work today centers on: Strengthening financial infrastructure and forecasting discipline Designing operating systems that scale without breaking culture Navigating regulatory and risk complexity with precision Turning leadership decisions into disciplined execution I believe great companies are built when financial truth, operational discipline, and leadership accountability are treated as non-negotiables. I leverage modern, AI-enabled decision systems and automation to improve visibility, accelerate insight, and reduce organizational friction — always in service of better leadership decisions, not technology for its own sake. A core part of my responsibility is building leadership depth. At AutoPayPlus, I actively mentor and prepare future leaders and succession candidates — not just to fill roles, but to think, decide, and lead at the next level. While my background includes global markets, high-growth environments, and corporate turnarounds, my focus is not on past accomplishments — it’s on what we’re building now and what must be true for it to succeed. I’m not seeking new roles. I am open to thoughtful conversations with CEOs, operators, and board-level leaders who value clear thinking, disciplined execution, and long-term value creation.
A Personal Financial Management Service AutoPayPlus (APP) is a Company that helps everyday people improve their financial lives. Utilizing proprietary technology that simplifies and automates financial well-being, AutoPayPlus has helped more than 300,000 people over the past 20 years. Value-added services include vehicle valuation from Kelley Blue Book and vehicle recall and service maintenance alerts; the ability to enroll other household debts; and a free financial toolkit that includes a monthly VantageScore® 3.0 credit score with trending from TransUnion®, and credit monitoring and instant alerts from TransUnion® to help prevent identity theft
A partnership of Chief Financial Officers (CFO) providing fractional (part-time) and interim CFO services. Founded in 2010, the Florida CFO Group provides part-time and interim CFO services to Florida’s growth companies. This includes assisting in raising funds, mergers and acquisitions, recapitalization, exit and succession planning, and structuring to meet ongoing opportunities. Our approach to client service includes two core guiding principles. First, we implement our CFO services to leverage our client’s full-time permanent accounting and finance staff whenever possible. Secondly, we believe in a proactive approach to the CFO function and the financial leadership of our client’s executive management team.
Proud member of the AI Finance Club --- the premier global community where forward-thinking CFOs, Fractional CFOs, and finance professionals master cutting-edge AI tools to automate workflows, unlock insights, and lead digital transformation.
LightPath Technologies (NASDAQ: LPTH) is a global leader in optics, infrared, & photonics manufacturing and solutions, with $50M revenue. As corporate CFO, I drove finance and accounting strategies for domestic and international (China and Latvia) operations. Partnering with the CEO, I transformed strategic direction to reinvigorate stalled growth and improve global marketplace positioning across diverse verticals, including commercial, industrial, telecommunications, defense, space, testing & measurement, and medical. In this role, I also prepared board presentations and mentored 23 direct & indirect reports. THIS POSITION ENDED AUG 2021. ✔ Galvanized innovation by establishing term limits for board of directors, ensuring growth focus and fresh ideas. ✔ Delivered financial turnaround, saving millions annually, by repositioning cash flow, relocating operations from New York to Orlando, implementing ERP system, & reorganizing finance department. ✔ Lowered interest payments and negotiated additional 8-figure secured credit to fund future M&A transactions and strategic initiatives, by cultivating new banking relationships. ✔ Increased employee satisfaction survey score 17.6% by driving employee engagement initiative. ✔ Explored business development opportunities related to M&A and advised executive team and board.
I was recruited as a business turnaround specialist for a 1-year contract to perform a comprehensive needs analysis and create action plans to improve company performance and employee engagement. I also diagnosed issues related to management behaviors and drove change management. ✔ Turned around underperforming business & established viability, resulting in successful sale of company. ✔ Realized 16% growth within 11 months, increased net income 14%, and boosted cash flow 23%.