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Participate in collaborative meetings to discover individual and company’s goals while uncovering the obstacles to obtaining those goals.
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Design individualized solutions that bring ability, resources and clarity together for success.
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Focus on concurrence of the definition and measurement of success.
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Challenge companies to process differently by producing and measuring a different result or value.
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Employ disruptive solutions for internal and external impact while maintaining an environment of checks and balances.
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Establish result oriented solutions that support the strategy, and importantly, sequences the solutions for the greatest impact.
Strategize Success
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Participate in collaborative meetings to discover individual and company’s goals while uncovering the obstacles to obtaining those goals.
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Design individualized solutions that bring ability, resources and clarity together for success.
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Focus on concurrence of the definition and measurement of success.
Recognize Potential
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Challenge companies to process differently by producing and measuring a different result or value.
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Employ disruptive solutions for internal and external impact while maintaining an environment of checks and balances.
-
Establish result oriented solutions that support the strategy, and importantly, sequences the solutions for the greatest impact.
Experience
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Developing visions and executing those visions through actionable
solutions for over two decades. -
Assembling solutions using experience from various backgrounds, situations and scenarios by having a successful career as both an external advisor and as internal corporate senior management.
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Collaborating with both expertise internal to an organization as well as with an organization’s advisors.
Skills
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Provide value added solutions that go beyond solving the isolated concern.
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Develop processes that address the situation and are also dynamic and allow for interactivity.
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Apply creativity within established boundaries.
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Contribute to the satisfaction and comfort that result from collaborative strategizing.
Networks/Resources
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Participate in events that provides insight on current topics as well as continuing education
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Access to collaborative networks and other experts
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Organizations: AICPA/VSCPA; Exit Planning Exchange (XPX)
Credentials: CPA; CGMA; MBA
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“Strategizing Corporate Success” is obtained through a collaborative relationship.
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The FinStrat LLC philosophy and logo embodies:
* Respecting various needs, considerations and relationships in determining strategy represented by multisided pieces being able to fit together in various ways. Representing that there is not just one solution.
* Recognizing different characteristics – Blue representing trust, dependability and strength. Green representing peace, growth (financial) and health. Orange representing creativity, sophistication, energy, friendliness and confidence.
* Supporting a foundation represented by a solid line that supports the entire logo.
* Addressing financial strategy as a subset of a holistic corporate strategy this is embodied by differing font sizes for the company name.
Tool Box
Experience
-
Developing visions and executing those visions through actionable
solutions for over two decades. -
Assembling solutions using experience from various backgrounds, situations and scenarios by having a successful career as both an external advisor and as internal corporate senior management.
-
Collaborating with both expertise internal to an organization as well as with an organization’s advisors.
Skills
-
Provide value added solutions that go beyond solving the isolated concern.
-
Develop processes that address the situation and are also dynamic and allow for interactivity.
-
Apply creativity within established boundaries.
-
Contribute to the satisfaction and comfort that result from collaborative strategizing.
Networks/Resources
-
Participate in events that provides insight on current topics as well as continuing education
-
Access to collaborative networks and other experts
-
Organizations: AICPA/VSCPA; Exit Planning Exchange (XPX)
Credentials: CPA; CGMA; MBA
Philosophy
-
“Strategizing Corporate Success” is obtained through a collaborative relationship.
-
The FinStrat LLC philosophy and logo embodies:
* Respecting various needs, considerations and relationships in determining strategy represented by multisided pieces being able to fit together in various ways. Representing that there is not just one solution.
* Recognizing different characteristics – Blue representing trust, dependability and strength. Green representing peace, growth (financial) and health. Orange representing creativity, sophistication, energy, friendliness and confidence.
* Supporting a foundation represented by a solid line that supports the entire logo.
* Addressing financial strategy as a subset of a holistic corporate strategy this is embodied by differing font sizes for the company name.
With a passion for bringing structure to vision, my focus is to execute, measure and monetize business ideas that generate impact for all stakeholders. Developing a vision and executing that vision through actionable solutions with collaboration and teamwork is the most exciting work. This includes assessing both the external and the internal facets of an organization and ensuring it is responsive to the stakeholder is my idea of a meaningful day.
My philosophy is to serve as a differentiated advisor that is aware of the current landscape and offers thought provoking suggestions that break barriers and provide push for companies to recognize their potential. I accomplish this by:
1) Exploring through interactive collaborative meetings
2) Listening to understand and diagnose the underlying themes
3) Taking agile action with a strong feedback response component
Throughout my career, I have served on the senior management team of companies with up to $300M in revenue. I serve as the source of expertise in financial operations in various industries including government contracting and public accounting firms. I build state of the art accounting processes and procedures to create efficiencies that improve an organization’s ability to enhance operations and increase profit.
I am passionate about collaborating with companies to develop, implement and manage strategic planning initiatives. I love working on initiatives where I tackle the “we can never” syndrome in innovative ways. I have built top-notch accounting departments by placing the right employees in the right positions that perform consistently and effectively to support the organization.
Specialties: Accounting, Finance, Setting a Vision, Leadership, Structure, Process Improvements, Enterprise-wide initiatives, Integrity, Critical Thinking, Change Management.
Want to Strategize Corporate Success? Connect and let’s explore together.
