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Chief Financial and Operating Officer

Work History


Director of Finance and Operations


Chicago, Illinois

A leading independent private school serving 250 pre-primary to through middle school students. Ancona sends its students to some of most elite high schools in the greater Chicago area

As Director of Finance and Operations, serves as an essential member of the School's leadership team supervises and directs all non-academic operations of the School, including all aspects of the School's finances, human resources, risk management, and facilities. Key accomplishments:

  • Guided the organization through the strategic restructuring of $1M in debt and additional acquisition of investment property.
  • Restructured the financial planning, analysis, and budgetary control function to help maximize and leverage financial and non-financial assets of the school
  • Coordinated and managed the finances of a $1.8M construction project aimed at improving the schools ability to meet its mission of providing experiential learning opportunities for its students
  • Implemented a corporate-wide performance management system to align corporate strategy and tactical goals as a means of strengthening overall teamwork, job satisfaction, and two-way feedback.
  • Restructured Facilities function to improve teacher satisfaction and control cost

Principal Consultant and Owner


CFO, Matteson, Illinois

Independently owned professional services firm providing strategic financial and general management consulting in the commercial and non-profit sectors

Assisted commercial businesses and non-profits with hands-on accounting and operational financial management initiatives. Assignments ranged from Interim CFO/Controller to financial planning and analyses, financial reporting, budget development, internal control and process improvements. Developed mission-critical documents such as financial policies and procedures, cost allocation plans and capital budgets.


Interim CFO

Tatum and Associates

East Orange, New Jersey Professional services firm that provides clients creative, innovative and practical solutions to a variety of tough business challenges in the commercial, government and non-profit sectors

As Interim CFO under a one-year contract with the U.S. Department of Housing and Urban Development, directed a critical change management project to restructure the financial reporting and operations of a major metropolitan public housing authority. Key accomplishments:

  • Rewrote all agency financial policies and procedures to align with new government accounting standards and GAAP
  • Conducted a software selection study and wrote an RFP resulting in a report recommending appropriate financial accounting software
  • Conducted an internal control study which led to the restatement of new workflows, job descriptions, and staffing configurations
  • Guided financial turnaround to result in PHAS scores improvement sufficient to remove grantee successfully from receivership class
  • Coordinated financial audit, resulting in a clean opinion Coordinated an asset inventory to ensure proper asset allocation and values on the balance sheet

Executive Vice President Chief Financial Officer

UCAN chicago

UHLICH CHILDREN'S, Chicago, Illinois $32 million providers of therapeutic programs and support to children and families.

As Executive Vice President Chief Financial Officer, directed operational finance and technology functions while providing strategic financial management and support for the Board of Directors and CEO in a challenging funding environment. Key accomplishments:

  • Slashed interest expenses by 50%, redeeming $1 million in tax-exempt bonds and reducing working capital debt by $1. 9 million to counter diminishing public revenue
  • Coordinated the conversion of $22 million endowment fund from indexed to actively managed
  • Introduced critical cash flow forecasting system and expense re-forecasting process to enhance working capital management
  • Co-founded 360˚ Black, a comprehensive mentoring program to explore issues of young African-America males ages 18-25 entering the job market and managing urban issues

Fiscal Expert


Chicago, IL 1 billion global consultancies with more than 19, 000 employees over six continents




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