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A Track Record of Results

Below is a recent example of my work as a fractional CFO, along with select highlights from my 20+ years leading finance for growth-stage and public companies.

Case Study 1 — Manual Data to Real-Time Visibility

Manufacturing • Current Fractional Client

 

Result: Monthly close cut by 14+ days, inventory turns up 30%.

The Challenge: A mid-sized manufacturer was trapped in a "manual data" loop. They were operating on outdated, legacy ERP systems and fragmented Excel sheets. The leadership team spent more time firefighting and wrestling with data integrity than actually running the business. With no reliable reporting or forecasting, they were effectively flying blind. The Intervention: I led a complete digital and financial transformation. We migrated to a modern stack (ERP + Accounting Software) to unify operations. Because they required specific communication with external web platforms, I helped with the architecture to integrate to ensure seamless data flow. To move them into the modern era, I automated their Accounts Payable with AI, established formal inventory controls, and rebuilt their entire financial planning model (budgeting/forecasting). The Transformation: ​ Operational Velocity: The monthly close cycle was slashed by 14+ full days. Asset Efficiency: Inventory turns improved by 30%, freeing up significant working capital. Strategic Clarity: Management moved from "firefighting" to "forecasting," with a new, real-time dashboards that provided total visibility into their margins and growth potential.

Case Study 2 — Capital & Manufacturing Scale-Up

Mary Ann's Baking Company • From My Corporate Career

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Result: $20M+ secured, full ERP implemented, throughput improved.

The Challenge: ​ A growing manufacturer needed to modernize outdated systems and secure significant capital to fund an infrastructure expansion — without the financial data to confidently support either. ​​ The Intervention: ​ ​As VP of Finance, I secured $20M+ in equipment and commercial financing to fund the expansion, then led the full design-to-rollout of a Microsoft ERP implementation and built rigorous cost analytics to target labor inefficiencies and downtime. ​​ The Transformation: ​ Manufacturing throughput and financial data accuracy improved substantially, giving leadership the real-time visibility to manage the business through a major growth phase.

Case Study 3 — Balance Sheet Turnaround Through Asset Monetization
Marvell • From My Corporate Career

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Result: Unlocked liquidity that fully offset a $20M acquisition.

The Challenge: ​ A public semiconductor company was carrying a legacy IP portfolio that was tying up value on the balance sheet, alongside a costly recent acquisition. ​​ The Intervention: ​ I led the monetization of the legacy IP portfolio, unlocking liquidity that could be redeployed against the company's balance sheet. ​​ The Transformation: ​ The proceeds fully offset a $20M acquisition cost, strengthening the balance sheet without new capital raised.

Case Study 4 — Capital Raising & Exit Strategy

Arrive Technologies • From My Corporate Career

 

Result: $30M+ raised, successful M&A exit for 350+ stakeholders.

The Challenge: ​ An early-stage technology company needed capital to fund growth and, eventually, a clean path to exit that protected value for a large investor base. ​​ The Intervention: ​ As CFO, I raised $30M+ in preferred equity and convertible debt while managing investor relations for 350+ stakeholders, then led the full M&A due diligence and closing process during the company's acquisition. ​​ The Transformation: ​ A successful exit that maximized capital return to investors, following a decade-plus of sustained growth and global expansion I helped lead.

Just Simple Solutions LLC

(209) 734-0423

Serving California:  Bay Area, Sacramento, Central Coast, Los Angeles and Beyond.

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