Bridging the gap between accounting and operations, The CFO Post delivers the insight to understand your business today and the strategic guidance to uncover opportunities for tomorrow’s transformation. We provide executive-level financial leadership without the full-time cost, helping you make confident decisions that drive measurable results and create lasting value.
"The CFO Post’s mission is to bridge the gap between accounting and operations for small and mid-sized private companies, cultivating intimate client relationships that deliver transparent, actionable insights and create lasting value, with customer satisfaction always at the forefront."
With more than twenty-five years of experience leading financial strategy and operations, I have built a diverse background that combines Big Four accounting expertise with real-world executive leadership. My career began in Manhattan at PricewaterhouseCoopers, where I developed a strong foundation in audit, compliance, and financial reporting. Since then, I have held senior finance and operational roles across companies ranging from startups to multi-billion-dollar enterprises, spanning a broad range of industries including construction, manufacturing, design, professional services, automotive, retail, technology, publishing, communications, and entertainment. My experience includes public and private companies, non-profits, and private equity–backed organizations. I have led organizations with more than 200 employees, managed acquisitions and exits, and launched new verticals within existing businesses. My deep experience across both accounting and operations enables me to effectively bridge the gap between them, creating maximum value and measurable results.
Bridging the gap between Accounting and Operations
Lower Cost: With minimal overhead and no unnecessary corporate fees or markups, you receive direct and meaningful savings. The result is efficient, high-level expertise at a fraction of the cost of hiring a full-time CFO or working with a larger fractional CFO firm.
Diverse Experience: My perspective is broad and practical. I have worked with public and private companies, non-profits, and family-owned enterprises. My experience spans retail, wholesale, B2B, B2C, and professional services across industries including construction, design, manufacturing, entertainment, communications, media, and automotive. This diverse background allows me to adapt proven strategies from one sector to another, delivering fresh solutions that accelerate results.
Focused Capacity: I intentionally partner with a select number of clients to ensure dedicated attention and responsiveness. You will never feel like “just another account.” Your priorities remain at the top of my list, and I can quickly adapt as your business needs evolve. I also offer the flexibility to pivot seamlessly between individual projects, monthly retainers, and interim leadership roles.
Vested Interest in Your Success: Your success is my success. I am motivated by measurable results and committed to creating long-term value for your business. From the very beginning, I take time to fully understand your business model and align with your strategy. This ensures that every effort remains focused, relevant, and impactful.
Flexible: I work on a month-to-month basis, earning your trust and your business every month. There are no long-term commitments required. Only consistent delivery, accountability, and value creation.
Fast Onboarding and Immediate Impact: I can step in quickly without the delays of a long recruiting process. This enables me to fill leadership gaps and provide stability during times of change. You gain immediate financial guidance and strategic support exactly when you need it.
Relief for Internal Teams: I take pressure off your internal finance and accounting staff so they can stay focused on daily operations. While they manage the details, I provide strategy, oversight, and leadership. By integrating smoothly with your existing team and working independently where needed, I deliver results without adding management burden.
Insight + Opportunity = Value Creation
Core financial oversight
Month-end close and review
Monthly reporting and variance analysis
Cash Flow monitoring
Coordination with accounting team
In-person collaborative session
Virtual advisory and support
Stabilize Services Plus:
Strategic financial planning and analysis (FP&A)
12-month forecasting and budgeting (updated quarterly)
KPI tracking and analysis
Financial modeling (ie. single factor, department, etc…)
Accounting process review and improvements
Multiple in-person collaborative sessions
Coordination with 3rd parties
Stabilize and Elevate Services Plus:
Executive financial leadership
12-month forecasting and budgeting (updated monthly)
Short/Long range planning (SRP/LRP)
Scenario planning
Strategic tax planning
Complex financial modeling (ie. sophisticated, multi-factor, etc…)
Pricing/margin analysis
Vendor contract review (excludes negotiation)
Stakeholder reporting
Custom dashboards
Audit coordination and support