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Michael S.
Brooksville, FL

CFO, CPA, Strategic finance/accounting professional

As a seasoned financial executive with both Fortune 500 companies and small/mid-sized businesses, I provide outsourced CFO services to companies that have a need for tactical and strategic financial services without the investment in a full-time resource. Specialties include: • Financial statement preparation and analysis • Financial review and compilations • Strategic financial and operational planning • Operational analysis and support • Budgeting, forecasting, and projections • Dashboarding/KPI formulation and evaluation • Cash flow forecasting and treasury management • HR consulting and human capital strategy • Accounting oversight and review • Non-profit accounting/990 tax preparation • Certified Quickbooks Online ProAdvisor Numbers are just an outcome - let's focus on the behaviors that will get us there. I strategically partner with executives, owners, and operators to identify the different dials we can turn to foster the results we desire. I'll help you build the infrastructure today for the growth of tomorrow. My accounting and finance background, both at a technical level and big picture view, allow me to identify operational and strategic areas of opportunity and instill change where needed. I can drill down on basic accounting operations, provide in-depth financial analysis, and consult on the executive-level course for the future. From a day-to-day accounting and finance perspective, I am well-versed in a multitude of operating platforms and software, with expert-level experience in Excel and VBA, Quickbooks and Quickbooks Online, and several other ERP systems, including Microsoft Dynamics, Sage, Lawson, Hyperion, and Workamajig, as well as smaller proprietary software. All accounting systems function in the same manner and I am able to integrate quickly into new ways of work, thereby limiting my clients' costs. I partner with CEOs to address the urgent and important things that keep them awake at night, and I have led several organizations to success in short periods of time. I am able to offer strategic finance solutions, forward-looking views, and tactical plans to accomplish the goals at hand.
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Skills

  • Intuit QuickBooks
  • Financial Reporting
  • Strategic Plan
  • Management Consulting

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