Just in Time CFO

ABOUT TAMMY MCCARTY & KELLY CURTIS

Our philosophy? Integrity + Win / Win = Have Some Fun!

MEET Tammy McCarty, CFO

Skills Summary

As Albuquerque's CFO for hire, Tammy McCarty is an experienced financial executive who has demonstrated the ability to lead organizations through challenging financial climates in a variety of competitive industries, markets and fast-paced environments. She delivers hands-on experience in strategic planning, business development and implementation, product development and accountability. Tammy quickly analyzes cash requirements, develops financial forecast and business models, identifies deficiencies and recommends actionable options.

40% TURNAROUND MANAGEMENT
35% BUSINESS DEVELOPMENT & STRATEGIC PLANNING
10% CASH & CRISIS MANAGEMENT
5% FORECASTING & BUDGETING

JIT CFO

OWNER / CFO 2009 - Present

  • - Restructured finance department.
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  • - 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.
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  • - Created financial forecast and model used to manage operations.
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  • - Obtained $150K Line of Credit and secured capital of $500K for a private label manufacturer, doubling their sales over a twelve month period.
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  • - Led strategic planning for start-ups addressing cash and timing required.
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  • - Reviewed and identified deficiencies in organizational structure with recommended corrective actions.
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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
20% TECHNOLOGY COMPANIES
30% MANUFACTURING COMPANIES
25% START-UPS
25% NON-PROFITS

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.
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  • - 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.
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  • - Contributed as member of the Executive Management Team responsible for the strategic mission and performance of non-profit business services.
100% VENTURE CAPITAL
100% STRAGEGIC GROWTH MANAGEMENT
100% FINANCIAL MANAGEMENT
100% CHIEF FINANCIAL OFFICER
100% AUDIT PREPARATION & MANAGEMENT

TCI Medical, Inc. 2002-2006

CHIEF FINANCIAL OFFICER

  • - Responsible for the financial section of the business plan used to secure Class A preferred stock funding of $7.5M for construction of a radiopharmaceutical facility. 
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  • - Secured $2.5M in unsecured leased equipment for start-up manufacturer and established favorable vendor terms for managing cash flow.
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  • - Provided multi-divisional reporting for cancer & technology research, isotope facility construction and product manufacturing to stakeholders, regulatory agencies, 150 shareholders and the board of directors.
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  • - Implemented financial reporting system, procedures and accountability for a start-up FDA facility.
100% CORPORATE GOVERNANCE
100% IMPROVED CASH FLOW
100% FINANCIAL REPORTING
100% FDA REGULATIONS
100% AUDIT PREPARATION & MANAGEMENT

 

   

MEET KELLY CURTIS, CFO

Skills Summary

As a CFO for hire, Kelly brings over 20 years of experience working in nonprofit management with demonstrated competencies in accounting and finance; nonprofit operations; board operations and nonprofit governance.

100% MULTI-YEAR BUDGETING
100% EXPENSE, REVENUE, & CASH FORECASTING
100% FISCAL REPORTING FOR CONTRACTS & GRANTS
100% AUDIT PREP & OVERSIGHT

HOLISTIC MANAGEMENT INTERNATIONAL

Director of Finance and Operations
2009 - 2006-2017


  • - Restructured finance department.

  • - Served as Treasurer, Secretary and Director of all accounting, financial, operational and administrative functions of a $2M 501(c)3 nonprofit organization.

  • - Increased and secured LOC $2.5M  

  • - Forecast financial activity of programs and other revenues and expenses in order to develop and implement an annual balanced budget.

  • - Developed annual and multi-year forecasts, supported by cash flow forecasts, to ensure financial goals of the organization were consistently met.

  • - Managed operational and investment cash balances to ensure consistent availability of cash for operations, a minimal 6-month contingency balance, and optimal return on investment balances.

  • - Oversaw accounting staff, daily accounting functions, monthly and annual close of general ledger and production of financial statements.

  • - Analyzed direct costs, labor efficiencies and overhead rates in order to ensure individual programs are executed efficiently.

100% STRATEGIC PLANNING
100% NON-PROFIT GOVERNANCE
100% POLICY & PROCEDURE DEVELOPMENT & IMPLEMENTATION
100% FUNDRAISING & DEVELOPMENT

KELLY KING BUSINESS SERVICES

Business Operations and Accounting Consultant
2001 - 2007

 

  • - Supplied small business owners with accounting and business consulting services.

  • - Accounts payable & receivable

  • - Payroll Services

  • - Software acquisition & implementation

  • - Creation & training for financial & accounting systems

100% ACCOUNTING SERVICES
100% BUSINESS CONSULTING SERVICES
100% INCOME TAX PREPARATION
100% PAYROLL SERVICES