Provide hands on strategic finance leadership to small and midsize businesses. Drive cash flow stability, profitability improvement, and disciplined growth by turning data into actionable insight and clear decisions. Key responsibilities: Build and maintain practical financial dashboards and forecasts that owners and leadership actually use weekly or monthly. Diagnose cash flow gaps, working capital stress, or cost overruns and implement corrective plans that restore stability within weeks. Design decision frameworks for pricing, hiring, capital allocation, and investments so businesses scale with discipline rather than guesswork. Lead or support budgeting, scenario planning, and rolling forecasts tied to real operating metrics and cash realities. Translate complex financial data into concise guidance for owners, managers, and boards, focused on what actions move the needle now. Coach leadership on cash discipline, cost control, and profit improvement as business grows or faces uncertainty. Desired outcomes: Predictable cash flow week to week and month to month, with clear visibility into upcoming obligations. Measurable profit improvement through better pricing, cost alignment, or operational efficiency. A repeatable process for evaluating growth opportunities that balances revenue ambitions with cash and margin reality. Business leaders confident making finance-based decisions without needing to wait for end of month reports. Ideal business fit Small or midsize firms in any industry that want to scale strategically, strengthen profitability, and shift from reactive finance to proactive leadership.

Lead all finance operations for a fast-paced seafood import and distribution business. Drive cash flow reliability, margin improvement, and disciplined growth through rigorous forecasting, process redesign, and cross functional collaboration. Key responsibilities Direct budgeting, forecasting, and expense allocation to ensure accurate reporting and alignment with strategic goals. Oversee month end close, including detailed revenue and expense reviews to support daily projections and quick operational adjustments. Manage cash flow forecasting and daily liquidity to allocate resources effectively for growth and working capital needs. Review accounts receivable aging weekly with AR staff, resolve escalations on key client collections, and maintain a strong recovery process. Collaborate with client success and sales teams on credits, billing adjustments, and customer requests to protect revenue accuracy and satisfaction. Prepare and present board level decks and quarterly financial reports with leadership and counsel to enable informed decision making. Establish scalable processes for commissions, vendor reviews, and pricing in partnership with leadership to support expansion and margin targets. Lead ERP implementation to streamline workflows reduce inefficiencies and improve data accuracy. Mentor and develop high performing teams through daily check ins weekly meetings and biweekly leadership updates for clarity and alignment. Key accomplishments Led revenue growth from 65 million to 100 million annually through process optimization and close cross functional work. Rolled out a companywide rolling forecast model with leadership to speed decision making and agility. Partnered with the chief growth officer to design sales commission structures that drove revenue and aligned compensation with company goals. Delivered scalable finance practices that supported national distribution and reliable supply operations. Company context A leading frozen seafood importer founded in 1989 with a global reputation for reliable supply from the North Atlantic and Pacific. southstream.com Operates strategically located national distribution centers in Boston Chicago Los Angeles Miami New Jersey and Seattle with corporate headquarters in Warwick Rhode Island. southstream.com Ideal fit for this role A supply chain or distribution business with complex working capital needs and tight margins that requires strong finance leadership to maintain supply reliability while growing responsibly.

Lead financial strategy and operations for a multi hospital physician management group. Drive cash stability, margin performance, and operational efficiency through strong reporting discipline, systems automation, and cross functional leadership in a complex healthcare environment. Key responsibilities Oversee financial planning budgeting and analysis across a multi-million dollar physician management organization operating in dozens of hospitals. Direct financial reporting internal controls and audits to ensure compliance transparency and operational efficiency. Lead a cross functional finance and accounting team that includes billing payroll accounts payable accounts receivable and FP&A. Implement and manage financial systems and automation to shorten reporting timelines improve accuracy and support timely decision making. Negotiate and manage multi-year contracts with hospitals and physician groups to improve margins cash flow predictability and partnership value. Guide M&A due diligence financial modeling and post-acquisition integration during ownership transitions. Manage vendor relations banking partnerships and insurance or risk management functions to maintain financial stability and compliance. Collaborate with operations and clinical departments to build financial dashboards and KPIs that improve cost control performance visibility and alignment with strategic goals. Key accomplishments Increased cash reserves by optimizing revenue cycle management and reducing accounts receivable days outstanding. Contributed to EBITDA growth through disciplined cost containment vendor renegotiations and focused service line analysis. Successfully guided the organization through regulatory and payer reimbursement changes with minimal revenue disruption. Recognized for strong cross department collaboration and strategic leadership during company expansion. Ideal fit for this role A large-scale professional services or managed care business that needs a seasoned finance leader to stabilize cash flows strengthen margins and support growth or transitions in a regulated or rapidly changing market.

Certified CFO

The CFO Project

2025