Over and above the knowledge and experience you need to run your company, there is a wide range of disciplines that make up the financial component of your business. It is the rare business that needs to draw on all of these disciplines every day, but when you need financial expertise, you should know where to find it with just a phone call.
Important financial disciplines include:
– Financial management
– GAAP accounting and financial statements
– Budgets, forecasts and long-term plans
– Human resources, benefits, insurance and other administrative functions
– Accounting systems, processes and internal controls
– Management reporting
– Banking relationships
– Profit improvement
– Debt and equity financing
– Business start-ups
– Real estate and construction financing – commercial and residential
– Tax planning
– Going public
– Business valuations and acquisitions
I have knowledge and experience in each of these areas. Importantly, I also have experience working with non-financial managers and executives ensuring that programs and initiatives are fully integrated, and meet the needs of the entire organization.