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Founder and Principal, Operating CFO
I erased a $235,770.18 IRS levy at Disappear Dent. 26 years, 11 CFO seats. Give me one quarter and the close lands on the same day every month.
United StatesFounder and Principal, Operating CFO at Bucephalus Consulting, LLC
Seven engagements, each an operating CFO seat, not an advisory retainer. Found the seven-figure elimination error two firms had signed off on inside Carousel's $113M platform. ERISA pension governance at SEIU, a $10M credit line at Headline Solar, a $235,770.18 IRS levy erased at Disappear Dent, and the full statement cycle at AJJ Home Construction. I take the close, the lender, and the audit.
Financial Strategy
Walked into Zeller Electric, a $38M IBEW signatory electrical contractor, 115 employees, 100+ job sites. Built its first integrated 4-year P&L Master Workbook, 517 GL accounts and 10,017 formulas, zero errors. Cleared 111 WIP findings, standardized ComputerEase, recovered $800K of unbilled revenue at Zeller, and served as primary contact for the Sikich audit.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementStandard CostingInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsCaptive InsuranceSelf InsuranceERISAGrowthEnglishSpanishWork In Process (WIP) AuditCertified PayrollDavis BaconIBEW
Owned the CFO seat across all 4 entities, corrected a $1M+ intercompany elimination error, and reduced external audit adjustments by 85%.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementExternal AuditsInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsGrowthEnglishSpanishshared servicesValuationSuralink
Held the CFO and board seat, owned the ASC 960 financial reporting framework, and filed Form 5500 with no remediation.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsERISAActuarial
Freed $7.5M of trapped equity through debt restructuring, led acquisition of 3 new shops, and delivered the most profitable year in company history.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsGrowthEnglishSpanishQuickbooks
Built the finance function from scratch, stopped active operating cash burn within 60 days, and secured a $5M bridge loan.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsGrowthEnglishSpanishNetSuiteQuickbooksPPA
Drove 1,250% top-line revenue growth, expanded asset base 50x, and positioned the company for a 12x PE exit.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsCaptive InsuranceSelf InsuranceGrowthEnglishSpanishKatz Sapper MillerOld NationalBMO Harris1031 Exchange
Pulled the company back from imminent foreclosure, scaled revenue 2x to 4x, and elevated financial reporting to Reviewed Statement level.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsGrowthEnglishSpanishQuickbooksMcLeodSikich
Scaled the business from $7M to $102M (14x growth), built a $100M+ real estate portfolio, and reduced interest rates from 10-15% to 2.25-3%.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsGrowthEnglishSpanishBlackman KallickWintrustJPMorgan ChaseFirst MidwestOld NationalBMO Harris
Drove revenue growth from $750K to $56M (75x), built the finance team from 1 to 12, and delivered 8 straight years of clean audits.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementStandard CostingInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsCaptive InsuranceSelf InsuranceGrowthEnglishSpanishPlante Moran831(B)Cost Accounting
Restructured $20M of distressed real estate debt through a 4-bank workout syndicate, saved a $15M+ flagship property from foreclosure, and delivered $38M in development volume.
Financial StrategyP L OwnershipFP&AForecastingBudgetingTreasuryCash ManagementStandard CostingInternal AuditRevenue RecognitionM&A due diligenceLender RelationsPE Sponsor RelationsBoard ReportingERP ImplementationInternal ControlsGrowthEnglishSpanish1031 ExchangeWork Out
Ran full-cycle accounting for a three-business multi-tenant operation, including month-end close, payroll, financial reporting, and tax filings.
AccountingMonth End ClosingPayrollFinancial ReportingTax FilingsEnglishSpanish
Advanced through 5 roles in 7 years, prepared 500+ tax returns per season, and originated $5-20M per year in construction loans.
Tax PreparationTax StrategyBookkeepingLoan OriginationUnderwritingRefinancingClient AdvisoryEnglishSpanishTaxSlayer ProLacerteProSeries
Bachelor of Science in Political Science, Public Law concentration.