Rick has over 20 years of business experience with expertise in developing cash flow forecasts and integrated financial models budgeting formulating and evaluating business plans developing quality of earnings analyses and evaluating financial organizational issues.
Rick has conducted financial advisory services for both publicly held and privately owned companies with revenues ranging from $5 to $300 million principally in the engineering logistics manufacturing professional services and technology industries.
Professional Experience
Rick began his career with a big four accounting firm gaining significant exposure to both the accounting and tax practices. He has served as both the chief financial officer and chief operating officer of several multi-million dollar companies across a range of industries. He has directed all aspects of the financial management function within those companies. He has also been part of the ISO 9000 qualification and compliance programs in both manufacturing and professional service firm environments. In addition Rick has led multiple merger and acquisition initiatives.
Representative examples of Rick's engagement experience include:
Developing cash flow models debt reduction programs and integrated financial models for both manufacturing and professional services companies.
As the interim chief financial officer for a metal fabrication company assisted in the successful re-sizing of the company after the loss of a significant part of its customer revenue base.
Led numerous acquisitions due diligence and integration projects.
Completed quality of earnings reviews for companies in a diverse range of market sectors including engineering logistics and manufacturing.
As chief financial officer directed all aspects of the financial management function with special emphasis on financial analyses and financial reporting budgeting cash flow management compensation planning and related technology systems.
Education & Certifications
Bachelor of Science John Carroll University
Certified Public Accountant Ohio
Professional Associations
Member Association of Insolvency and Restructuring Advisers
Member The Ohio Society of Certified Public Accountants
Member American Institute of Certified Public Accountants
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