JIT CFO

OWNER / CFO 2009 - Present

• - Restructured finance department.
 
• - Implemented procedures and software to support the growing business.
  - Increased and secured LOC $2.5M  
• - Improved cash management resulting in 3 months operating costs in the bank and prepared the business to go to market for acquisition.
 
• - Created financial forecast and model used to manage operations.
 
• - Obtained $150K Line of Credit and secured capital of $500K for a private label manufacturer, doubling their sales over a twelve month period.
 
• - Led strategic planning for start-ups addressing cash and timing required.
   
• - Reviewed and identified deficiencies in organizational structure with recommended corrective actions.
 

Sample of Client Base:

 

• All Faiths – Non Profit
• Vibrant Corporation – High Tech company w/German subsidiary
• Pfeifer Studios – Home Furnishings and custom wood manufacturing
• EcoTerra – Custom Home Builder
• Innovasic – Semi Conductor industry
• Vapour Organic Beauty, LLC – Personal Care Products – Start Up
• Coca Cola Bottling Company of Santa Fe – Distributing
• Center for Action and Contemplation – Non Profit
• SouthWest Green Building Supply – Retail – Start Up
• Holistic Management International – Non Profit
• ACC Health – Portable Service Provider
• Titan Communications – Construction
• Service Master – Service Industry
• Hot Shots – Delivery Service
• The Podolny Group – Consultant Services

New Mexico Community Capital - 2008

CHIEF FINANCIAL OFFICER

• - Led financial management and accountability for $14.8M double bottom line Venture Capital Fund with 17 Limited Partners.
 
• - Provided financial services to assist in the economic development of underserved areas of New Mexico by increasing revenue and/or creating jobs in new or existing companies.
 
• - Contributed as member of the Executive Management Team responsible for the strategic mission and performance of non-profit business services.