This BottomLine CFO Advisor is a results-driven senior financial executive with over 20 years of experience in accounting and finance. For the past eight years she has been an independent CFO advisor servicing many industries including but not limited to finance, contracting, government contracting, service, travel and non-profit.
As a CFO advisor, she has assisted clients in profit improvement, strategic management, process improvement, cost analysis and cash flow management. Previously she was the CFO of a commercial finance company for 10 years and has extensive experience in alternative methods of finance which she has used in assisting clients obtain working and growth capital.
Some of this BLGS CFO Advisor’s accomplishments include:
- Assisted in turnaround of company from a loss of $500K to a gain of $300K in one year.
- Launched cash management and operations cost control systems which significantly reduced operating expenses.
- Eliminated financial and operational inconsistencies after reconciling applicable software and subsequently re-engineering MIS components.
- Performed process analysis for growing company with three affiliated entities and streamlined all accounting functions
- Evaluated compensation structures and future goals of key employees to effectuate a cohesive work environment positioned for exponential growth.
- Assisted in securing lines of credit totaling $50M, allowing asset growth of a commercial finance company form $5M to $75M in five years.
- Developed and implemented financial projections and capital requirements plans, resulting in quick and accurate decisions regarding strategic growth.
- Supervised accounting, information technology, operations and human resource departments.
- Managed several accounting system conversions.
- Assisted troubled companies in repairing their relationship with lenders resulting in increased financial stability of company.
- Facilitated the clean-up of accounting systems and records to provide reliable financial information to owners and lenders.
- Advised start-up companies on setting up financial systems, preparing business plans and obtaining financing.
She is proficient with several accounting packages including QuickBooks and Peachtree and has a strong working knowledge of Macola and Microsoft NAV as well as several industry specific accounting packages. She has also been involved in several accounting system conversions.
She received a Bachelor of Business Administration in Finance from George Washington University. She is a QuickBooks Pro Advisor, a member of the MACPA and AICPA and serves on the Board of the Dancel Center of the Y of Central Maryland.
