CFO Advisory Services
Finance Leadership that Unlocks Growth, Drives Discipline & Readies You for What’s Next
Answering Key Questions
Strategic Financial Insight
Structured Financial Reporting
Transaction Diligence and Readiness
Are your pricing, hiring, and investment decisions backed by financial clarity—or gut feel?
Your finance function should be a source of truth, not confusion.
Buyers and investors want confidence in your numbers and story—before they commit.
Infrastructure Build for Scale
Decision Insights through KPI Management Systems
Can your finance organization grow as fast as your business—without breaking?
You can’t wait weeks to know what’s happening—you need decision-ready insights now.
Background and Expertise
Education
Industry and Business Model Experience
M.B.A., Marketing, Fairleigh Dickinson University
B.S., Business Administration, Accounting, Bucknell University
Certified Management Accountant (CMA)
Healthcare, Life Sciences, Biopharmaceutical, Health-Tech, SAAS, B2B, Consulting and Service, Rare Disease, Product Launch, Distribution,Manufacturing and Supply Chain, Health and Fitness, Non Profit, Fund Financing
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Financial Tools
Strategic Leadership │ Budgeting │ Forecasts | US GAAP | Corporate Reporting | Netsuite
Technical | SAAS | Analytical |B2B | System Implementation │ M & A | Due Diligence
Board Presentations | Consolidations | Private Equity | Cash Forecast │ Financial Planning
Quickbooks │ Decision Support | Financial Reports | Internal Controls | Revenue Cycle Management | Product Launch Strategy
Clients
Biopharmaceutical Product Launch
CDMO Planning
Patient Reimbursement- Health Tech
Patient Engagement- Health Tech
Investor Fund- Litigation Financing
Agrigulture Planning- SAAS Technology
Patient Enrollment -Health Tech
Hotel Management and Hospitality
Non -Profit- Health and Fitness
Why Choose Us
Strategic Leadership
We customize our services to meet your specific business requirements, ensuring optimal outcomes.
Build Financial Structure
Access our team of industry experts whenever you need, providing you with top-notch guidance.
Decision Insights
We partner with you throughout the journey, working together towards your business success.