How I can help you
I can help develop and improve your Financial forecasting, Business Modeling and Budgeting/Planning process. I can provide your business with Financial models to enable you to understand and generate multiple scenarios that will provide you with options and ideas to enable you to understand your business possibilities better. I can provide a modelling methodology that you can use to test different business assumptions that drive your business and show you the expected results.
I can help you identify potential roadblocks and issues as well through modelling your business. I will help you forecast cash needs, revenue forecasting and financial statements that you may need in your dealings with banks and investors.
As a Corporate Financial and Marketing manager for over 35 years in several technology companies big and small, I was responsible for developing and coordinating all aspects of the Financial Planning process from new startup phase to large corporations.
Areas of Expertise
- Accounting & Cash Flow
- Strategy & Planning
- Product Development & Manufacturing
- Marketing, Public Relations & Sales
- Finance & Insurance
- Professional, Scientific, & Technical Services
- Retail Trade
Masters of Business Administration (MBA) - Concentration in Marketing and Finance, Santa Clara University.
Bachelor of Science - Economics, Santa Clara University.
Accounting Certificate, Golden Gate University.