Financial Leadership Expertise

Disciplined analysis. Decisive leadership.

Software integration, lean six sigma, and process improvement applied to financial leadership across public accounting, aerospace, and manufacturing.

Financial Transformation

Leading organizations through complex financial transformations to enhance efficiency, controls, and strategic alignment.

Planning & Analysis

Building budgets, forecasts, and management reporting that turn the numbers into decisions, using Hyperion, Essebase, Tableau and DataRails.

Treasury & Cash Management

Building treasury functions, forecasting cash flow, and arranging banking and capital financing.

M&A Leadership

Guiding organizations through acquisitions, integrations, and financial restructuring to maximize value creation.


Career Path

Fractional CFO — Make Bold Solutions LLC

Provides fractional CFO services to start-up and middle-market companies in manufacturing, professional services and construction, plus tax services and tax planning, from Wichita, Kansas.

Chief Financial Officer — The Galaxy Group

Finance leadership at a BDC-owned aerospace tool fabrication and machining firm in Winfield, Kansas.

Chief Financial Officer — Cox Machine, Inc.

Finance leadership at a family-owned aerospace machining and fabrication firm in Wichita, Kansas.

Chief Financial Officer — AG&E Structural Engenuity, PLLC

Finance leadership at a high-growth structural engineering firm in Dallas, Texas.

VP Finance and Controller — Geoforce, Inc.

Finance and accounting leadership at a start-up focused on geolocation and asset tracking in Coppell, Texas.

VP and CFO — FreeFlight Systems

Finance leadership as Vice President and CFO, based in Irving, Texas.

Corporate Controller — Elbit Systems of America, LLC

Corporate controller responsible for the company's accounting and reporting, based in Fort Worth, Texas.

VP, Finance — Goodrich Corporation

Led finance for the Actuation Systems integration, based in Charlotte, North Carolina.

Operations Controller — Corning Cable Systems

Operations controller roles in Mexico and then Poland, based in Hickory, North Carolina.

Tax Associate — Price Waterhouse

Began her finance career as a tax associate in Houston, Texas.

Education & Licensure

  • Certified Public Accountant , State of Texas
  • M.B.A., Finance , Tulane University
  • B.S., Accounting , Louisiana Tech University

Formal Training & Certification

  • Fulbright & Jaworski Merger & Acquisition School
  • Fulbright & Jaworski Initial Public Offering School
  • Six Sigma Green Belt
  • Certified Lean Practitioner
  • Kepner-Tregoe Trained Facilitator

ERP Systems

Hands-on experience with Lawson, Siteline, QAD, Epicor, Global Shop and Deltek Ajera.


How I Help

Fractional CFO

Fractional CFO services for start-up and middle-market companies in manufacturing, professional services and construction.

Business Optimization

Sharper operations and decisions grounded in your numbers.

Nonprofit Governance

Financial oversight and reporting for boards and treasurers.

Fractional Corporate Controller

Books you can trust, closed and reviewed on schedule.

Strategic Tax Planning

Tax planning and compliance services.

Tax Preparation

Tax services for existing clients and non-profit organizations.