Greater Tampa Bay Area
2017 Tampa Bay Business Journal (TBBJ) CFO of the Year Winner (Medium Size Business) 2016 Tampa Bay Business Journal (TBBJ) CFO of the Year Finalist (Small Size Business) Specialties: SOX Compliance GAAP Government Compliance (CAS) DCAA Compliance FAR compliance on Government contracts (DCAA) Month/Qtr/Year End Close ERP System Implementation (SAP, M1, Deltek, GCS Premier) P&L/Financial Results AR/AP Management Inventory Management Proposal Support Purchasing Contract Negotiation Program/Project Management Forecasting/Budgeting Acquisition Analysis
Fractional CFO and consultant specializing in government contracting through Government Compliance & Financial Services, LLC (GFS, LLC). I help organizations optimize indirect rates using the ICE Model and provide strategic financial guidance to strengthen compliance, improve operational efficiency, and support sustainable growth.
Direct financing strategies, analysis, forecasting and budget management. Responsible for all aspects of accounting, finance and HR operations.
-Direct organizations accounting functions by establishing and maintaining the organizations accounting principles, practices, procedures, and initiatives. -DCAA compliance and submission of required DCAA reporting. -Calculate Indirect Rates in the accounting system monthly. -Liaison with outside support services. -Maintain accounting procedures and internal controls. -Support proposal activity and assist in creating pricing responses to RFP & RFQ's.
Assisting with fiscal functions of the corporation in accordance with GAAP, SEC, and the DCAA.
Responsible for financial planning, budgeting, reporting, and financial performance at a $30M telecommunication solutions developer, manufacturer, and distributor. In this capacity I currently: •Establish and implement financial policies, internal control oversight, and provide technical guidance on company policies including application of GAAP and other applicable regulations and standards. •Directed successful implementation of an average actual based costing system (EC1) providing accurate and timely cost data ensuring CAS compliance for three DOD contracts. •Develop and implement strategies for funding ($10M) cash requirements and capital structure. •Model creative financing strategies to increase sales (10%) and improve cash flow. •Negotiate financial Terms and Conditions with customers and vendors. •Manage company banking and credit rating agency relationships. •Prepare external reporting analyses; prepare internal reporting packages including key metrics. •Initiate and manage audits by external accountants resulting in certified financial statements with clean audit opinions annually. •Responsible for enabling greater visibility into the operations of the company and manage all company resources more efficiently. •Manage the Accounting Staff for timely and accurate AP, AR, and General Ledger monthly, quarterly and year end reporting. •Manage company Human Resource functions. •Manage company operations on behalf of the CEO. •Served as Program Manager for two multi-million dollar programs: -Manage Program schedules, budgets, and deliverables -Liaison between Engineering Department, suppliers, contract manufacturers, design houses and customers -Manage internal and customer owned inventory