Expertise

What I do, and how I do it

Three areas of expertise, built across eight roles from Assurance Associate at McGladrey to Chief Financial Officer of DICA USA. Finance, manufacturing and operations, and leadership and strategy.

Finance

Finance leadership built across 14+ years, from assurance and audit to three appointments as Chief Financial Officer.

Financial leadership and structure across people, strategy, process and financial resources
Financial planning, reporting and controls for manufacturing and food-distribution companies
Margins and cash flow kept in clear view across fast-moving operations
Financial analysis, forecasting and reporting for client engagements
Financial models and portfolio company performance review

Manufacturing and Operations

Finance for makers of engineered solutions, where every setup has to be safe and done right.

Finance leadership for DICA USA, a family-owned maker of outrigger pads, crane pads, ground protection, cribbing and sling protectors
Manufacturing finance for Osmundson Manufacturing Co in Perry, Iowa
Disciplined costing and reporting suited to manufacturing operations
Decisions grounded in reliable numbers, alongside operations and leadership
Confidence that every setup will be safe and done right

Leadership and Strategy

Structure, clarity and alignment, guided by EOS, for a family-owned company scaling with purpose.

Scaling with purpose at DICA, guided by EOS and the core values DICA Proud, Responsible, Committed
Alignment across people, strategy, process and financial resources
Long-term partnerships built on application expertise, world-class products and a win-win-win approach
Growth plans built with founders and management teams
Risk, audit and compliance discipline carried from the audit room into the CFO chair

Capability Clusters

The toolkit behind the work

Finance

Financial Leadership
Financial Planning
Reporting and Controls
Margins and Cash Flow
Financial Analysis
Forecasting
Financial Models
Due Diligence

Manufacturing

Manufacturing Finance
Engineered Solutions
Outrigger Pads
Ground Protection
Food Distribution
Inventory Controls
Operations Finance

Leadership

Scaling with Purpose
Strategic Alignment
EOS
Long-term Partnerships
Win-Win-Win
Private-Equity Analysis
Advisory Support

Values

DICA Proud
Responsible
Committed
Hard Work
Excellence
Done Right

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