Featured Talent

Accounting, C-Suite, Corp Dev / M&A, Finance

Chief Financial Officer #2

Minneapolis/St. Paul Metro

18 Years

Profile Date

February 12, 2024

Area of Expertise

Financial Leadership, Operational Efficiency, M&A Due Diligence

Experience Duration

Extensive experience over two decades

Professional Profile:

An accomplished finance and operations executive, with a strong history in driving financial strategy, improving operational processes, and leading successful teams. Known for expertise in budgeting, cash flow forecasting, M&A due diligence, and software implementation, this candidate has significantly contributed to the growth and efficiency of businesses. Their approach combines innovative financial management with a focus on coaching, team building, and procedural efficiency to achieve exceptional results.


  • Expert in budgeting and cash flow management
  • Skilled in financial accounting and reporting
  • Proven ability in leading and executing M&A due diligence
  • Effective in coaching and team building
  • Strong project management and procedural efficiency

Career Highlights

  • Key player in growing business revenue substantially over four years
  • Developed a budgeting and cash flow system, increasing savings significantly
  • Halved the month-end close timeline, improving financial processes
  • Led comprehensive due diligence efforts, enhancing company valuation


  • MA in Marriage and Family Therapy
  • BA in Psychology
  • Accounting Major


  • Insane Productivity Alumni
  • Leadership Institute Graduate


Extensive leadership roles in finance, including CFO, Controller, and Office Manager, with significant achievements in financial management, team leadership, and software implementation.

Systems Experience

Advanced skills in Microsoft Excel, QuickBooks, Sage Intacct, among others.

Open To

Senior-level positions in finance and operations seeking to leverage financial acumen and leadership skills to drive business growth and operational excellence.

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