My Financial Clarity Solutions:

• Hired as the first CFO of a children’s mental health clinic, charged with improving a business model that struggled to have sufficient revenue to fund expenses while providing the quantity and quality of services needed by the community. Restructured accounting functions and staff to reduce FTE needs by simplifying and automating tasks resulting in quicker, more comprehensive financial reporting.  With this financial clarity, tackled fee revenue shortfalls and unnecessary expenses, stabilizing cash flow.  Prepared the organization for a merger into a larger entity and managed its successful integration after the merger.
• Appointed interim CFO of a federally qualified health center in the first months of the Covid-19 pandemic. Evaluated the financial implications of its role as the leading provider of statewide Covid testing and drive-through mass-vaccinations, resulting in sufficient funding to cover costs.  Managed the ongoing transition to a new accounting system and a new audit firm as the health center grew and expanded.
• Brought financial and accounting clarity to a performance automotive business acquired in a leveraged buyout, guiding it through its first external audit. The resulting quality of its financial information enabled the business to weather a severe downturn that triggered the cancellation of its working capital line and to successfully restructure and fully repay its term loan.
• Reorganized the finance office of a large church and refined its budgeting process to enable its staff to manage an economic downturn with 50% fewer hours. Coached new controller in transition to church accounting, budgeting and broader role as finance director and helped guide the church to an operating surplus.
• Reconstructed the financial records for a pre-school with a different fiscal year from its parent, yielding the discovery of excess cash resources. The formalized accounting records enabled better budgeting and allowed the school to offer medical benefits to its teachers.
• Worked with a youth service bureau to develop a simplified budgeting process, advised on long-term financial planning and staff/board education on financial options and accounting policies.
• Converted manual bookkeeping for a web design business to fully electronic, revealing true cash costs and helping owners to manage growth during the initial years of the build-out of company websites on the internet.
• Restructured the accounting processes of an international cultural exchange organization in preparation for hiring a bookkeeper and for increased development activities and board oversight.
• Trained board finance committee of a charter school on financial governance practices and worked with Director to revise board and accounting policies.