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Ken - Chevy Chase, MD

Masters, Finance and International Business

Expertise

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Service Line

CFO

Certifications

Certified Corporate FP&A
Chartered Business Valuator (CBV)
Certified Public Accountant (CPA)

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: 

March 2013 - July 2017

Accomplishments:

-Responsible for all financial operations for a portfolio of businesses with $80M of annual revenue that sold, manufactured and installed windows, doors and other home improvement products for both residential and commercial customers. 
-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


Title: 

Chief Financial Officer

Dates Worked: 

January 2004 - December 2006

Accomplishments:

-Directed financial operations for this $1.2B division of AT&T. 
-Developed and approved customer proposals that led to significant top line growth. 
-Strengthened financial reporting and analysis infrastructure, and implemented a broad-based operational metrics program. 
-Led division's M&A activities. 

Software Used: 

Oracle

Skills Used: 

Accounting Information Systems

Industries Covered: 

Telecommunications

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