Experience

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  Finley jewelry

  Jan 1985 - Jan 1987

  Staff accountant
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  Andersen business consulting

  Jan 1987 - Jan 1998

  Manager of business consulting
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  Cartesis/business objects

  Jan 1998 - Jan 2006

  Vp of finance, operations and consulting services

  Successfully built the North American consulting division from the ground up. * Implemented processes and procedures to ignite company growth and establish a commitment to excellence, including leading projects and directly supporting sales/customer service operations. * Met and exceeded $10 Million consulting service goals and objectives, including all customer satisfaction targets.

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  Kpmg

  Jan 2007 - Jan 2023

  Director of cfo advisory

  Spearheaded business, technology, and financial transformation for high-growth clients, large private firms, and Fortune 500 companies. Played a pivotal role in establishing a comprehensive consulting organization, implementing finance, planning, and analysis software, driving business transformation, managing change, overseeing projects, and delivering quality-based customer support.* Collaborated with C-level executives to reengineer business processes and systems, driving cultural change and achieving sustainable sales growth of 30% to 50%.* Generated up to $20 million annual consulting service revenue by enhancing the client experience—tailoring interactions and guidance based on their preferences, needs, and history while leveraging data to create personalized experiences. * Led large finance transformation teams by serving as a change agent, implementing adaptive and progressive systems to meet demand within a rapidly changing economy. * Successfully managed and executed companywide technology transformations, including Workday, Adaptive, Oracle, SAP, and Strata Jazz. Show less

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  Jp management llc.

  Jan 2021 - Jan 2024

  President / cfo / coo

  Focused the leadership team on strategy, operations, and accountability to achieve aggressive revenue and operational targets. Built end-to-end processes using delivered ERP and EPM functionality for finance, revenue cycle, and property management, focusing on KPIs to drive business growth. Responsible for business transformation, strategic vision, optimizing operations, and deploying capital to grow the portfolio. Collaborated with senior leadership to drive mission-critical planning and goal achievement by negotiating contracts and ensuring alignment with organizational guidelines and objectives.* Provided hands-on executive coaching and leadership development to the executive team and operations lead, fostering enhanced leadership capabilities and strategic direction.* Established a regular executive team meeting cadence, comprehensive status reporting, and a robust framework for employee feedback and professional development.* Developed and implemented a comprehensive strategic plan with key performance targets.* Reorganized the executive team to prioritize strategy and KPIs, including revenue, cash flow, client satisfaction, employee morale, and teamwork.* Transformed the finance function by achieving a 3-day close, establishing a rolling forecast, implementing long-range capital and tax planning, enhancing cash management, securing construction financing, ensuring loan compliance, and improving financial reporting.* Deployed immediate culture change that established accountability, quality growth, and continuous improvement.* Expanded service line and ancillary revenue by 50% through strategic partnerships, vendor agreements, and targeted marketing initiatives.* Rebuilt the accounting and finance team, reducing the time to close from 12 to 3 days, while enhancing data visualization, KPIs, trend analysis, continuous improvement, and identifying business opportunities. Show less

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  Clonard consulting llc

  Jan 2024 - now

  Chief executive officer

  Provide transformative support to Board members, executive teams, and organizational leadership in operations, finance, strategy, and business development, ensuring alignment with organizational goals and strategic initiatives. Provide comprehensive CFO support, developing business plans, financial and tax strategy, budgeting, and forecasting. Oversee the financial operations of subsidiary companies and foreign operations. Oversee the company’s ERP, BI, EPM, and processing systems, enhancing operational efficiency.* Establish targets and key performance indicators (KPIs) to monitor progress, drive improvements in efficiency, productivity, and profitability, and ensure accountability.* Implement best practices across operational and financial domains, including service delivery, supply chain management, human resources, marketing, business development, customer service, and strategic planning.* Develop finance performance measures that align with and support the company’s strategic direction, ensuring continuous improvement and alignment with business objectives.* Manage the accounting, human resources, investor relations, legal, tax, and treasury departments, ensuring compliance and operational efficiency.* Implement advanced technologies and systems to enhance operational capabilities and support strategic initiatives.* Develop and launch new products and facilitate market expansion to drive growth and competitive advantage.* Streamline processes and internal communications while implementing robust policies and procedures to support organizational governance and operational excellence.* Manage third-party relationships for outsourced accounting or finance functions, ensuring quality and efficiency in service delivery.* Supervise acquisition due diligence and negotiate acquisitions, ensuring strategic fit and value creation.* Review and approve all Form 8-K, 10-K, and 10-Q filings with the SEC, ensuring compliance and accurate reporting. Show less

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  The mcgehrin group - unrivaled executive branding and talent acquisition

  Jan 2024 - now

  Chief operating officer

  Collaborates with major corporations and executives across the United States, specializing in the permanent placement of high-level executives across diverse industries. Utilizes extensive experience, unwavering dedication, and innovative strategies, alongside strong industry contacts, to ensure successful placements.