This BottomLine CFO Advisor has a commitment to entrepreneurs and small to medium sized organizations. She is a customer focused financial advisor with strong evaluation and planning skills as well as expert management of both financial and operational activities. Her career includes experiences in all areas of finance, treasury and human resource functions, with a history of pursuing healthy profitability and growth. She is proactive in identifying and resolving problems and has a particular expertise in building teams and staff development.
Her expertise includes a 15+ year career as a Sr. Financial executive working with companies from start-up through large publicly held, global companies in a wide range of industries, including software/technology, staffing companies, healthcare, leasing/financing and government contracts.
Previously, she served as CFO, Treasurer or Controller at five different companies. During her tenure she has:
- Created new structures for internal management reporting, including Board of Director’s reporting;
- Created pricing strategies for lines of business to ensure profitability and control of new customer implementation;
- Identified new revenue opportunities for software technology and service company;
- Developed and presented multi-year strategic plan for $25MM software and technology company;
- Reorganized financial functions, banking relations, devised reporting structure and operational metrics for $20MM telemarketing company;
- Identified and implemented improved quality service and recruited key management positions for $20MM telemarketing company;
- Implemented processes and procedures, financial forecasting and pricing models, business planning and reporting for $20MM Telemarketing Company;
- As CFO, worked with investment bankers to develop pitch book; liaise with potential investors; assisted with sale of software company to acquirer and integrated activities.
With this kind of success as her foundation, this BLGS CFO Advisor brings to small and medium size organizations hands-on experience in the trenches and a proven track record of improving profitability and operations through her superior problem solving, technical financial and accounting acumen and ability to work well with teams through a change process.
She is a past board member of Financial Executives International and the Juvenile Diabetes Foundation. She holds a Masters in Business Administration and a BBA from Pace University; she is a certified Public Accountant in the State of New York.
