Interim Retail and Services CFO

  • Anywhere

Request Expert / Similar Expert

Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs


He is a seasoned financial leader with a record of accomplishments in creating and leading finance teams to drive business goals and performance in both large and entrepreneurial companies. Proven ability to assess business needs and generate strong value and bottom-line improvement through effective decision support.

His industry experience is in the retail-consumer space with significant experience in “big-box” retailing, high-density, small-format retaling, and strategies with an integration of eCommerce with stores. His industry passion is in the Outdodor Lifestyle sector, specifically hunting, shooting and firearms.  He led the financial operations for a business that entered eCommerce with a $72M acquisition but added over $100 million in organic growth.


  • Understanding of the firearms industry including operations inside the eCommerce channel.
  • Retail industry leadership (18 years) – 160 big-box store specialty chain; 1,150 small-format store chain.
  • Finance leadership in private-equity sponsored and publicly-held companies. Successful in going-public environments and successful experience in fundraising.
  • Solid partner to executive management team, comfortable in the board room and with audit committees.
  • Leadership based on authenticity and accountability; I have led teams of three to 34 as a supportive team player that focuses on ownership of goals/tactics and strategy execution.
  • Extensive SEC reporting, GAAP and public-company finance reporting experience.
  • Deep involvement with Investor Relations dealings with analysts and “earnings calls”.
  • Initiated and led development of Oracle Business Intelligence platform for data-driven decision making.
  • M&A experience: acquiring, selling, & valuation

Relevant Accomplishments

  • Transformation to SEC Company Member of the leadership team that grew this IPO-company from $480 million to $1.4 billion in sales and significantly improved profitability. Transformed the accounting unit of a company carved-out from a larger parent company into a successful SEC reporting unit managing SOX requirements and Investor Relations support.
  • M&A – managed financial aspects of $72mm acquisition: accounting, due diligence; valuation process. Worked with investment bankers and third-party valuation firms under DCF, market comps, and transaction-valuation methods. Completed post IPO goodwill and impairment analysis of intangible assets.
  • eCommerce – integral part of financial team that grew eCommerce business from $72m to $180m
  • Strategy and Corporate Development: 
    • Participated in significant customer research project that established customer segmentation and defined strategies for assortment planning and merchandising in stores. Basis for a shift in strategy to pursue higher demographic and led to development of new store concepts.
    • Integral part of roll-out of new powersports division. Evaluated, reported and analyzed supply chain activity/issues, control of inventories, pricing and margin management and developed complete P&L impacts.
    • Led retail credit program that maximized integration of credit offering into store operations and daily culture. Significantly improved customer engagement in the loyalty program, resulting in incremental sales penetration at store level.
  • Banking / Credit Facilities – key person in bank relationship for $530 million credit facility; Increased Net Orderly Liquidation Value 200+ bps by challenging liquidation expense model of appraiser.
  • FP&A – initiated supplier profitability effort that evaluated a supplier’s worth to the company, incorporating product returns, supply chain costs, vendor allowance programs, cost of ordering, EDI costs, vendor consolidation and costs of exception processing. Resulted in $1mm + margin improvement


  • Interim CFO
  • CFO
  • VP Finance/Controller
  • Director of Finance
  • Audit Manager, Deloitte and PWC

Request Expert / Similar Expert

Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs