Ken, Chevy Chase, MD
Masters, Finance and International Business
Expertise
Service Line
Certifications
Availability
Top Industries
Hospital & Health Care
Information Technology and Services
Legal Services
Mental Health Care
Outsourcing/Offshoring
Top Skills
Coprorate Strategy
M&A
Top Softwares
Acumatica
QuickBooks Enterprise
Work Experience
Title:
Chief Financial Officer
Dates Worked:
August 2017 - current
Accomplishments:
-Also served as CFO for IT services, professional services and technology businesses, served as M&A advisor for several transactions, and conducted business valuations.
-Improved top-line and bottom-line performance, enhanced financial and operational efficiency, implemented ERP systems, raised capital, supported Board meetings, developed sales and pipeline management tools, strengthened accounting and reporting infrastructure and conducted a variety of financial analyses.
Software Used:
Acumatica, Quickbooks (online), SAP
Skills Used:
Accounting Information Systems, Board Decks, Business Analysis, Cash flow management, Coprorate Strategy, ERP Implementation, Financial Management, M&A - Buy Side, M&A - Sell Side, M&A , Management Consulting, Price Analysis/Modeling, Revenue Projections, Strategic Planning, SWOT, Traditional Budgeting, Valuation
Industries Covered:
Information Technology and Services, Mental Health Care, Hospital & Health Care
Title:
Chief Financial Officer
Dates Worked:
March 2013 - July 2017
Accomplishments:
-Led efforts to acquire property and construct a new 117,000 square-foot manufacturing and warehouse facility.
-Secured a $1M non-repayable loan and additional incentives from the state and county for these development and job creation activities.
-Developed business plan for growth both geographically and through new products and services.
Software Used:
SAP
Skills Used:
Business Analysis, Coprorate Strategy, Corporate Accounting Functions, Forecasting, M&A - Buy Side, Manufacturing, Price Analysis/Modeling
Industries Covered:
Building Materials, Warehousing, Retail