Detroit Metropolitan Area
Results-focused finance leader with extensive experience guiding organizations through financial planning, technology modernization, and operational improvement. Brings a deep background in accounting, financial systems, and advisory work gained from leading a consulting practice, serving as a fractional CFO, and directing financial initiatives for both private companies and nonprofit boards. Adept at building scalable processes, strengthening reporting accuracy, enhancing controls, and supporting executive teams with precise analysis and strategic insight. Skilled at navigating complex operational environments and driving measurable improvements in financial performance, compliance, and organizational readiness while maintaining positive relations with key stakeholders.
Provide fractional CFO services and financial advisory support to growing businesses, guiding clients through financial planning, systems design, and long-range forecasting. Shape financial strategy, enhance reporting reliability, evaluate technology solutions, and support capital planning for complex initiatives. Build consultative engagements through referrals, executive networking, and value-driven client partnerships. Closed more than $4M in investment capital for a startup client through targeted modeling, investor preparation, and strategic alignment. Directed the selection and integration of accounting, POS, HR, and IT systems that improved operational efficiency and reporting accuracy. Managed financial planning for an $8M public-private facility development project, ensuring budget integrity and stakeholder confidence.
Founded and expanded Michigan’s first franchise office, building a high-performing Client Advisory Services practice serving more than 300 recurring clients. Oversaw financial operations, HR workflow solutions, technology selection, sales strategy, and client lifecycle management. Led the business through growth, operational maturation, and an eventual sale, ensuring organizational continuity and client retention. Grew the firm from inception to over $300K in annual revenue through structured sales strategies and a consultative service model. Achieved a 90% or higher client retention rate by strengthening service quality, onboarding processes, and advisory support. Guided the firm through a business sale in 2024, safeguarding operational stability and client continuity. Designed growth strategies to expand national portfolio engagement and improve long-term client value.
Led strategic planning, membership development, financial oversight, and community partnerships for the Chamber. Strengthened operational processes, upgraded financial systems, and represented the organization across business and civic networks. Facilitated board governance, member programming, and revenue-supporting initiatives. Increased membership by 40% in one year by refining the value proposition and broadening organizational visibility. Elevated community engagement through targeted programming, partnerships, and networking efforts. Enhanced public representation as spokesperson to media, local officials, and regional business coalitions.
Oversaw financial reporting, compliance, and budgeting while modernizing systems and strengthening operational transparency. Introduced cloud-based tools that improved data accessibility, reporting speed, and board-level decision support. Provided training that enhanced financial literacy and increased stakeholder participation. Improved reporting accuracy and timeliness by implementing cloud-based financial and membership systems. Ensured compliance with tax and regulatory requirements through disciplined financial oversight. Increased stakeholder engagement by simplifying financial processes and delivering targeted training.
Supported the development and optimization of payroll tax compliance systems serving corporate clients nationwide. Coordinated with engineers, analysts, and regulatory bodies to improve workflows, reporting capabilities, and user experience. Strengthened integration processes for payroll, banking, and tax-related technologies while ensuring compliance with federal and state requirements. Boosted W-2 data processing efficiency by 50% through the creation of new barcode reporting standards. Designed user interfaces and reporting tools that improved client usability and regulatory accuracy. Led cross-functional development teams to deliver compliance-aligned system enhancements. Built integrations for direct deposit, pay cards, and digital bill-pay to streamline payment workflows.
Provided frontline product and technical support for Thomson Reuters’ tax and accounting software, assisting CPAs, tax professionals, and business clients with onboarding, troubleshooting, and regulatory adaptation. Delivered custom training sessions and educational materials for clients and internal teams, helping ensure confident product use and improved issue resolution. Collaborated cross-functionally with product and engineering to escalate technical feedback and drive improvements. Supported client adoption of complex compliance features and integrations with a focus on accuracy, timeliness, and service excellence.