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Member of senior management team that, through organic growth, tripled the size
of a privately held manufacturing company in 6 years and successfully prepared
the company for sale.
Restructured an underperforming accounting department within 3 months of
employment. Mentored staff to develop a department that functioned as a
cohesive team, consistently met or exceeded goals, supported other departments
as needed and was recognized as a producer of accurate, high-quality work.
Upon the acquisition of employer, successfully integrated the HR, payroll, finance,
accounting, risk management and IT functions of the company with those of the
acquiring organization. The integration was completed within prescribed timelines
and with minimal disruption to the daily operations of either company.
Maintained excellent relationships with lending institutions. Aggressively
negotiated revolving credit lines and term loans to achieve best possible rates and
terms for the organization. Ensured compliance with all loan covenants.
Contributed to the development and implementation of programs that supported
the organization’s strategic plan, including Balanced Score Card and Lean
Enterprise.
As Board Chairman of a charter high school, successfully led the organization
through a change in the executive leadership of the school and in development of
the school’s first strategic plan. Responsible for creation of the school’s supporting
charitable foundation from preparation and filing of the 501(c)(3) application to
development of the foundation’s board of directors. Raised $95,000 in additional
support for the school during the foundation’s first year.
Served as Acting Director of a charter high school during the summer of 2009.
Worked closely with faculty and staff to ensure a successful 2009/2010 school
year. Rewrote the school’s application for charter renewal, which was approved
unanimously, and with accolades, by the sponsoring school district.
www.cfosolutions.squarespace.com

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Leadership Achievements

  • 1.
  • 2. Member of senior management team that, through organic growth, tripled the size of a privately held manufacturing company in 6 years and successfully prepared the company for sale. Restructured an underperforming accounting department within 3 months of employment. Mentored staff to develop a department that functioned as a cohesive team, consistently met or exceeded goals, supported other departments as needed and was recognized as a producer of accurate, high-quality work. Upon the acquisition of employer, successfully integrated the HR, payroll, finance, accounting, risk management and IT functions of the company with those of the acquiring organization. The integration was completed within prescribed timelines and with minimal disruption to the daily operations of either company.
  • 3. Maintained excellent relationships with lending institutions. Aggressively negotiated revolving credit lines and term loans to achieve best possible rates and terms for the organization. Ensured compliance with all loan covenants. Contributed to the development and implementation of programs that supported the organization’s strategic plan, including Balanced Score Card and Lean Enterprise. As Board Chairman of a charter high school, successfully led the organization through a change in the executive leadership of the school and in development of the school’s first strategic plan. Responsible for creation of the school’s supporting charitable foundation from preparation and filing of the 501(c)(3) application to development of the foundation’s board of directors. Raised $95,000 in additional support for the school during the foundation’s first year.
  • 4. Served as Acting Director of a charter high school during the summer of 2009. Worked closely with faculty and staff to ensure a successful 2009/2010 school year. Rewrote the school’s application for charter renewal, which was approved unanimously, and with accolades, by the sponsoring school district.