Financial Management
A strong, responsive financial management function is key to providing the information that you need to manage your business through today’s challenges. Every process needs to be completed in a timely manner providing accurate and valuable information. Effective reports need to provide useful information including absolute numbers and KPIs (Key Performance Indicators). Insights and recommendations flow from the information. A financial leader needs to be a part of the executive management team and enable leadership to make informed decisions.
I have held the chief financial role in a variety of entities and have designed and built reporting systems from the ground up. My goal is to create systems and reports that are effective and efficient. I am talented at understanding complex information and explaining it others effectively. Likewise I have stepped into roles where systems were cumbersome or broken and fixed the problem. I can help with financial performance review, establishing financial objectives, guidelines and budgets.
An effective accounting system requires efficient procedures and processes, adequate internal controls, and a base of policies to guide activity. Leadership needs to focus on timely information and meeting the requirements of outside stakeholders and taxing entities. The accounting function manages relations with external auditors. I can help ensure that your accounting function is operating at peak capacity. [top]
Insights
Creating a Budget
Preparing an RFP for Banking Services
Using the Balance Sheet-A Powerful Tool
Using The Income Statement
Using Financial Statements
Process Improvement
Making Business Run Better. My life’s work if you will. My goal is to continually improve the efficiency and effectiveness of business operations. From small changes to big changes. What if this person had this piece of information at the time of dealing with a customer. How do we get it done and what does it cost. Can we turn two reports into one with improved results. Can we simplify the process between creating information and consuming information. Can two departments work together and create synergy. A project or an ongoing process.
I have found that communication goes a long way to making things run better and people are willing to help each other succeed. Change management is a serious thing and requires a lot of communication.
My background includes generating efficiency through process improvement, using automation to improve functionality and customer service, improving reports to deliver better information faster and focusing on the important activities first. [top]
Insights
The Strategic Planning Process
Creating a Policy and Procedure Manual
Preparing an RFP for Banking Services
A Simple Presentation Outline
Considering a PEO
Strategic Planning
The process of identifying organizational goals, creating strategies to reach those goals and setting up the system to monitor and enforce progress towards the goals. Complex or simple, Formal or informal. There are probably as many ways to create a plan as there are plans. I have worked with groups of up to around 15 people in this process and as few as 1. Let me help you identify where growth and innovation will come from.
Imagine having a plan that lays out quarterly, semi-annual and annual goals with assigned responsibilities. Each department head knowing the top one or two things they are focusing on for the quarter and how that works in the goals of the company as a whole. Having meetings every few weeks that are focused on moving your organization ahead. [top]
Insights
The Strategic Planning Process
Creating a Budget
Preparing an RFP for Banking Services
Execution
Insights
The Strategic Planning Process
Creating a Policy and Procedure Manual
A Simple Presentation Outline
How to manage software vendors
Projects
Projects can be large or small. Catching up reconciliations, installing new software, business plans, budgeting, manuals and procedures, creating cash management systems, audit management, tax process management, reporting. [top]
Insights
Creating a Policy and Procedure Manual
Preparing an RFP for Banking Services
Considering a PEO
Technology Management
A business runs on its technology. Best if all the systems work together, normal if they don’t. Technology needs can be outsourced or brought in-house. Either way it needs managed. The interface between the business and the technology is one of the most critical and confounding that there is. The IT provider knows how the system runs, but typically does not understand how you would like to make it work for you. They have a language all their own, and unless you can learn to communication in that language frustration is liable to build. I spent years as the interface between technology and the business. I can help you get your technology working for you. [top]