🏆 "Highly recommended A+++" 100% Job Success*
I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 14 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively.
I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas:
▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy.
▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%.
▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication.
“Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome
“Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator
“[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global
“He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana)
My services include:
✔ Part-Time CFO
✔ Forecasting & Budgeting
✔ Financial Systems Assessment
✔ Financial Modeling
✔ Management & Board Reporting
✔ Cash Management
✔ Financial Planning & Analysis
✔ Financial Management
✔ Investor Presentations
✔ Business Advisory
✔ Accounting System Setup and Upgrades
✔ Chart of Accounts Setup and Improvements
✔ Company Dashboard Creation and Advancement
✔ KPI Reporting
✔ Business Process Improvement
✔ Interim CFO
✔ Collections Enhancement
✔ Project Management
✔ Business Planning
✔ Business Intelligence
✔ Financial Advisory
✔ Strategic Advisory
✔ Fundraising Support
✔ Value Creation Audit
✔ Turnarounds
✔ Investment Capital Planning
✔ Policies and Procedures Development
✔ Supply Chain Planning and Optimization
✔ Contract Negotiations
✔ Executive Coaching
My industry experience includes:
Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others.
My skills & expertise include:
✴ Startup Consulting
✴ Budget Management
✴ Strategic Development
✴ P&L / Revenue Growth
✴ International Business
✴ Due Diligence
✴ Mergers and Acquisitions
✴ Corporate Governance
✴ Risk Management
✴ Trade Finance
✴ Capital Markets
✴ Asset Management
✴ Portfolio Management
✴ Investment Management
✴ Project Finance
✴ Business Credit
✴ Startups / Start-ups
✴ Board Governance
✴ Nonprofit Management
✴ Founder and Co-Founder
✴ Operating CFO
✴ CFO and COO
✴ Outside Director
✴ Corporate Finance
✴ Budgeting & Forecasting
✴ Financial Forecasting
✴ Corporate Strategy
✴ Business Consulting
✴ Business Management
✴ Business Process Reengineering
✴ Presentations
✴ Venture Capital Consulting
✴ Intuit Quickbooks
✴ QuickBooks Online
✴ Process Reengineering
✴ Business Analysis
✴ Business Innovation
✴ Financial Planning
✴ Pitchbooks
✴ Business Proposal Writing
✴ Strategic Planning
✴ Financial Presentations
✴ Business Scenario Development
✴ Business Continuity Planning
✴ Business Modeling
✴ Business Process Modeling
✴ Business Valuation
✴ Business Process Engineering
✴ Business Transformation
✴ Business Writing
*Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.

Corporate Finance
Forecasting
Finance
Business Presentation
Business Plan
Financial Analysis
Strategy
Accounting
Financial Management
Startup Consulting
Financial Modeling
Venture Capital Consulting
Growth Strategy
Financial Projection
Budget Management