How can I help you?

I coach C-suite leaders with strategic planning, capital raises, financing, and business structure. I bring board-level strategic counsel to the table for small-to-midsize businesses that need the expertise of a CFO. 

I listen more than I talk so that I can assess what you really need, whether you are a small to medium sized company, an executive ready for professional development, or a start-up or early stage company. I consistently add value to organizations by providing them with decision-making tools that position them to achieve their long-term strategic goals.

Contact Me

MY SERVICES

For Small & Medium-Sized Companies

  • Coaching C-Suite executives with strategic planning, reporting to boards of directors, cash flow forecasting and management, capital budgeting, and financial modeling. 

  • Lead negotiations with investors, lenders, and other stakeholders.

  • Analyzing capital investment opportunities including sensitivity analyses

  • Improving the efficiency and effectiveness of financial reporting systems and internal controls over financial reporting,

  • Working with all departments within the organization to supervise the preparation of annual operating budgets,

  • Designing reports to provide management with the tools needed to effectively manage all facets of the organization,

  • Identifying Key Performance Indicators (KPIs) to set goals and measure performance,

  • Designing and implementing internal controls to improve financial reporting practices

  • Assisting with external audits

For Start-ups and Early Stage Companies

  • Supervising the preparation of business plans

  • Advising on short-term and long-term strategic planning

  • Preparing pitch decks for presentation to venture capital firms and other equity investors to ask for initial and early stage funding

  • Providing guidance on optimal accounting and reporting solutions that will scale as the company grows

For Executives Leveling Up

My executive education offerings include custom-designed courses that are responsive to the needs of the organization. Custom designed courses include, but are not limited to

  • Critical thinking and decision making

  • Balanced scorecard

  • ESG in real estate development and property management,

  • AI's role now and in the future

  • Industry specific business training

Let's Talk