"Not your typical finance guy."


That is how one of David's former managers would describe his approach to finance. David has a passion for telling the story behind the numbers to help drive strategic plans of the organization. In addition, David enjoys using creativity and simplicity to explain finance to non-finance professionals and also used this approach to deliver business process improvements in finance systems projects. David is a trusted business partner to senior management and enjoys delivering value to the business through financial analysis.


Bookkeeping Assessment | Month-End Close Process | Internal Controls Analysis and Compliance
Travel & Expense Management | Revenue Recognition


Operational Finance (Looking Forward):

Development of KPI's | Financial Modeling | Budgeting & Forecasting
Cash Flow Management | Vendor Management

Business Partnership (Enabling Growth):

Strategic Planning | Business Partnership | Risk Management
Business Process Re-Design | Finance Team Leadership


quickbooks Certified ProAdvisor

Accomplished senior level finance professional with extensive experience directing finance and business operations. David has passion to help Private Companies in the $1 to $10 million range to scale and grow. David’s current clients include businesses in technology, professional services, consumer products, marketing, SaaS, Insurance, and Non-Profit.