Career

Financial executive with a remarkable history of success.

Professional Experience

Expert at managing and improving complex financial operations.

Management

Skilled at managing people through change.

Technology

Innovator with a strong background in technology projects.

Career

Experienced. Easy to work with. Competent.

Work

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“The only constant in life is change.”
- Heraclitus

This old adage has certainly held true for most of my career. I've always believed that to continue to get exceptional results you need to be able to adapt quickly to changing realities.

During my career, I've been at the center of activity at 100+ companies. I've learned from some of the best & brightest (and a few that weren't so good).

I jokingly like to say .... "I've seen it all!"

Now, I'm turning to the next chapter in my career.  I can't wait to find the next opportunity where I can thrive, bring out the very best in people around me, and work together to reach new heights.

The numbers.

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Teammates

Professional Experience

Expert at managing and improving complex financial operations.

Management

Skilled at managing people through change.

Technology

Innovator with a strong background in technology projects.

competent

Professional Experience

I have a proven track record managing and improving sophisticated financial operations.
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Accounting

Early in my career, I was the controller at a small company.  It was there that I realized that I had a lot of natural ability implementing accounting software.  As fortune would have it, I was offered a job installing accounting software at the beginning of what became known as the Y2K era.  We were very busy and in a few short years I became an expert in accounting systems, process improvements, and technology implementations.

Over the next two decades, my expertise opened many doors at well-known companies.  I've gained a reputation as a trusted team member that can be counted on to get the job done.

Previous Roles:  Chief Financial Officer, Controller, & Consultant

Financial Planning & Analysis

Establishing best practices in accounting usually led to dramatic improvements in FP&A.

But I've learned that to drive remarkable performance, you need more than just to report past variances and analytical recaps.  You need to reach for the highest levels of analysis (see diagram).

In-other-words, you need to move from: 
  • What happened? ... to
  • Why did it happened? ... to
  • What will happen? ... to
  • How can we make it happen?
Previous Roles:  Financial Planning & Analysis Manager and Senior Financial Analyst

Business Intelligence

To make good business decisions based on your data; you need to have good clean data.  As the old saying goes: 'garbage in, garbage out'.

In the accompanying illustration, you can see how data flows from its sources to the business intelligence analytics (see diagram).

Of course, above all the 'cool bells & whistles' available in business intelligence software there should be a deep understanding of the needs of the end users.  This is how the greatest value can be delivered to the consumers of this information.

Previous Role:  Business Intelligence Manager

leader

Management

I'm an enthusiastic teammate, team leader, and mentor. 

I have a lot of experience leading people through change.
Management

People

For people to achieve excellence, you need to plan for their success.

Organizational management may not be the most glamorous topic around the water cooler, but I think it plays a vital role in how to develop a framework that can effectively integrate people and their work into a well-oiled organizational machine.

Here's an illustration that I like to use that shows a simplified overview of an organizational management model (see diagram).

Previous Role:  Chief Operating Officer

Processes

I think that today, business process improvements are being driven primarily by process automation and human-computer interaction.  I've taken an active role in this digital tranformation.  Here are three examples:
  • I implemented AgilePoint business process management (BPM) software to automate and integrate processes across platforms.
  • I deployed UIPath robotic process automation (RPA) to build and manage a digital workforce that works alongside humans.
  • I also installed iManage artifical intelligence (AI) to assist with enterprise content management (ECM).
Previous Roles:  BPM Project Manager & ECM Project Manager

innovator

Technology

I'm an expert at conceptualizing and implementing technology initiatives that create value and growth.
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Software Implementations

As I stated above, early in my career I had a job installing accounting software.  I learned a lot about software implementations but I also learned a great deal about people.

Asking people to leave their familiar tools behind, where they'd become virtuosos, to try new software wasn't always easy.  Even worse ... sometimes there was no 'asking' and these software changes were just forced upon people because mergers & acquisitions, etc. 

Years of experience doing software implementations have taught me how to lead people through change.  I've led of over 50 accounting implementation projects.  In the past, I was certified in SAP.  I've also been a part of countless other software implementation projects.

Previous Role:  Sr. Project Manager

Strategic Growth Initiatives

I've been able to develop innovative business solutions my whole career.  Technology may be changing rapidly but the drivers of success are usually the same:  productivity, collaboration, and scalability.

In today's technology environment, human-computer interaction is at the forefront.  I think successful businesses must be able to leverage artifical intelligence, robotic automation, and device telemetry (i.e. internet of things) to achieve exceptional results.

Heraclitus was right ... “The only constant in life is change.”

Previous Role:  Strategic Business Manager

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