Let's get your brighter advice!
Let's get your brighter advice!
An accomplished finance professional with an extensive 26-year background in auditing, finance, taxation, and financial modeling is actively seeking the role of Chief Financial Officer (CFO). My aim is to harness my diverse skill set, strategic mindset, and leadership prowess to enhance financial performance, streamline processes, and of
An accomplished finance professional with an extensive 26-year background in auditing, finance, taxation, and financial modeling is actively seeking the role of Chief Financial Officer (CFO). My aim is to harness my diverse skill set, strategic mindset, and leadership prowess to enhance financial performance, streamline processes, and offer strategic guidance in pursuit of organizational goals. With a demonstrated history of delivering outcomes and overseeing financial operations, I am well-prepared to apply my expertise to drive the organization's success and achieve sustainable financial growth.
I possess a proven track record in financial management, encompassing financial planning and analysis, budgeting, accounting, financial reporting, and risk management. My understanding of accounting principles, financial regulations, and GAAP is robust. Furthermore, I bring analytical, problem-solving, and financial modeling skills to the table, along with strong leadership capabilities that empower me to motivate and cultivate high-performing finance teams. My communication and presentation abilities are excellent, enabling me to effectively convey intricate financial concepts to non-financial stakeholders. I thrive in fast-paced environments, adeptly managing multiple tasks and meeting tight deadlines. My strategic thinking and business acumen enable me to provide invaluable financial insights for strategic decision-making.
I am proficient in the use of financial software and tools, including SAP, financial modeling software, and the Microsoft Office suite.
Moreover, I provided crucial support to the PwC team during the company's acquisition, successfully overseeing the transaction. I have also successfully established and led a proficient finance team specializing in areas such as accounting, taxation, insurance, and collections.
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
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A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
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Saturday: By appointment
Friday: Closed
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