Financial Reporting

The ability to make an accurate assessment of your company’s financial position is critical to operational success. I work with your team to develop and initiate a suite of reliable financial reports, dashboards and scorecards essential to monitor your key performance indicators (KPI’s).

  • Establishment of automated financial reports, executive dashboards and scorecards.
  • Analysis of KPI’s, including a financial health evaluation and improvement plan.
  • Development of forecasts and budgets
  • Preparation of management summaries and analytical reviews with recommendations for improvement

Profit Improvement

I work to put in place processes to assess where value is being lost and what options exist to reduce or eliminate that loss. These measurement programs help you determine the real cost of running your business.

  • Analysis of cost structures and competitive data.
  • Development of cost/overhead reduction strategies and wasteful practices.
  • Analysis of pricing and revenue generating opportunities.
  • Presentation of financial modeling and ROI evaluation for new products, facilities and investments.

Strategic Planning

Preparation of investment and budget initiatives.

  • Determination of working capital and equity needs.
  • Creation of long-term forecasts, income statements and balance sheets.
  • Evaluation and job costing of new business opportunities.

Growth & Exit

  • Mergers & Acquisitions
  • Capitalization & LOC (Line of Credit)
  • Financial modeling and ROI evaluation of products, facilities, investments and services.