Delafield, Wisconsin, United States
Strategic and proven CFO with over 30 years of experience driving financial operations, digital transformation, and governance excellence across startups and global enterprises. Expert in scaling revenue, managing capital, and transforming data into actionable intelligence to deliver shareholder value.
Providing financial leadership to an AI SaaS startup navigating accelerated growth phases. Developed robust capital frameworks that strengthened our financial foundation while fueling innovation initiatives. Expert in Financial Planning & Analysis, transforming complex financial data into actionable business intelligence that drives strategic decision-making. Successfully balance fiscal discipline with strategic investments in our dynamic technology environment. Building and mentoring a finance team with specialized capabilities for the AI sector, ensuring departmental excellence aligned with company growth objectives.
Finance professional working in technology and professional services, strengthening connections between operations and financial outcomes. Advocate for digital tools in finance, replacing manual processes with data-driven insights that enhance decision-making. Fostered financial transparency to encourage cross-departmental collaboration. Identified value opportunities while building financial structures that supported growth in the IT consulting space.
Leader who repositioned an IT managed services provider during the cloud transition period. Created an environment where team members with diverse expertise in cybersecurity, infrastructure, and customer service could contribute effectively. Maintained focus on recurring revenue relationships through strategic changes. Guided the company through an acquisition that recognized the value created through years of service improvements
Financial manager during the early development of managed IT services, helping translate business vision into practical financial structures. Created performance systems that connected technical operations with financial results. Built scalable processes that grew with the company from startup to established market player. Developed predictable financial models in an industry marked by ongoing technological change.
Integration coordinator who managed the financial systems merger of two manufacturing companies, finding workable solutions between different approaches. Provided clear direction during a time of transition through detailed planning and relationship development across organizational divisions.