About Us
MISSION, HISTORY & VISION
Business size is typically more than $15 million in gross sales, and less than $1 billion, and they are committed to changing the way that they do things so that they can become bulletproofed and sustainable – or leverage the highest sales price in the market.
Client Profile:
Emerging Business Owners, Executives, and Managers, who may have the following thoughts or scenarios:
• Even though they were making great money years ago, the bottom line is not where it should be.
• When we are growing so fast, I wondered if anything was falling through the cracks, but not exactly where?
• Why are so many shipments behind, if we have the inventory on the shelves in several locations?
• When will I ever find someone to send me an email, before we end up losing margin due to overtime?
• We’ve invested so much in this system, and there’s nothing but problems with it, hurting our business!
• Forget about losing our biggest Customer, what if a whole sector of the economy goes, taking several?
• Where can I get candidates with the requirements needed, that will remain loyal when things change?
• How will I ever explain the tariffs that got through on separate P/O’s have been left out of the budget?
• Why does half my staff seem to be juggling 4 jobs, and others barely seem to work 40 hours per week?
• Ever wonder why those inventory adjustments and extra freight expenses are causing write offs?
• Why does everything in the IT Dept. take twice as much time and money lately?
• Why is it so hard to get in a positive cash flow position, with margins so high?
Examples of Industry Lines:
> Healthcare & Software Services
> Manufacturing & Distribution
> Non-profit & Start Ups
> Construction & Building Materials
> Real Estate & Development
> Internet of Things & AI
> Consulting & Certified Training
> International & Import/Export
Management and staff are aligned in support of Company goals, and engaged by clarity of what to do, by when, and how!
* Peace of mind with clarity and strategic transparency in your business
o Workflows can simplify your processes and give you a roadmap of how to succeed
o Understanding where and why bottlenecks or issues occur, and how to improve efficiency
o Owners & Management need a simple way to see exactly what is going on inside their companies
* Balancing of your Assets & Liabilities:
o Customer/Client Portfolio with Vendors & Suppliers’ Portfolio’s
o Inventory & Sales Orders with Procurement & Purchasing JIT
o Capex & Investments – including cashflow projections, and when it makes sense to build vs lease
o Employees, Stakeholders, Contractors & Investors with Communication
o Technology & Finance/Accounting – creating plans and supporting execution on Sales & Marketing efforts
* Synching the resources with growth plans
o Objective valuations at market prices, revealing hidden elements of value at all levels of the chain
o Process steps with their true costs from the source – options for increasing value – targeting growth channels
* Purposeful Plans and Back up Plans
o Revealing blind spots, overcoming bottlenecks, and solving issues effectively & resourcefully
o Business Continuity to remain sustainable in any economic situation – plug n’ play options
o Analysis/trends, risk variables, and “what if” scenarios – so your teams are prepared to accommodate shifts
Making the whole enterprise run like a well-oiled machine, with clear margins and opportunities for leveraging many areas!
Elaine delivers expertise in Financial & Systems Management, Budgeting, Cash Status & Projection, Predictive Modeling & Analytics, while streamlining processes guided by establishing Policies & Procedures.
With over 30 years improving clients’ bottom lines & cashflow, backed by her projects in Finance & Marketing, she intuitively cultivates the structure of the company’s back office to support the sales & marketing teams’ goals, optimizing utilization of resources, consolidating operations & compliance reporting, and cutting costs, while delivering real time data insights for management to make better decisions with. After we sign a contract, a Non-Disclosure agreement, & a Non-Compete, to protect both of us, we can see how we can leverage your systems & processes to best serve each teams’ goals!
Extended Highlights From Some of the Major Projects Elaine Has Led:
Waste Industry Equipment, Parts, & Service $100MM National Distributor Business Re-design
* Financial Cleanup, streamlining Centralized Shared Services, & set up SOP’s & BI Report tools
* Secured $28MM loan refi pkg., incl. $8MM Sub-debt, audits & gain/loss analysis for prior periods
* Navigated 2 major Computer System breaches infiltrated from weak Vendors through emails
* New IT Future State design & Project Plan for ERP Implementation with cost savings of $500K.
Custom Plastic Bag & Commercial Printing International Manufacturer & Distributor
* Approval for $5MM SBA Loan, restructured $40MM debt, saving $1MM in interest over loan life
* Obtained $3.5MM Commercial L.O.C., incl. covenant compliance for 7 years, until refinanced
* Large Vendor/Supplier negotiations for extended terms, volume rebates, & pooling of contracts
* Saved $250K+/yr. on Health Insurance Plans to partially self-funded, with gap ins. & carve outs.
Medical Artificial Intelligence Healthcare & Insurance Software Services (SAAS)
* Complex multi-phase, multi-contract & Gov’t. Contracts, Revenue Recognition Schedule & Forecasts,
corresponding to Project Time & Expense system input with variances automatically facilitating change
management insertable data: auto-sending ‘Business Alerts’ emails to teams.
* Negotiated Volume Software licensing with Oracle Distributors & equipment licensing deals with HP for
server processing capacity of over 5TB’s of data – saving over $350K annually
* HIPAA compliant, filed Intellectual Property & Patents, took R&D negative Retained Earnings to positive
for leveraged buyout of $140MM – created Risk Management projections and valuations.
International Commercial Real Estate Development & Management Company
* Acquisitions, Mergers, Gain/Loss, Equity, Escrow Analysis/Consol’s: 35 C Corp, Sub-S, & LLC’s
* Managed 12 Accountants, 6 Auditors, & 15 Nat’l Property Mgrs. - $850MM international portfolio
* Developed Rent Roll reports; filed amended tax returns recapturing $350K in missed refunds.
Internat’l. Solar Panel Mfg., Importer/Exporter, Distributor, & Installation Support Operations
* Implemented Accounting, Multi-Warehouse Physical Counts, & A/R Credit & Collections SOP’s
* Multi-currency 12 mo. Cash Status’ & Projections to navigate seasonality & cash requirements
* Created new Dept. Schema & COA, new Budgets, & reporting by Line/Type & costing analysis
* Successful turn-around increased gross rev’s & locations from $15MM to $40MM, net $1MM+.
Internet of Things (IOT) Home Automation Device Manufacturer & Distributor (Start Up)
* Multiple roles, with $124MM P/O Sales Pipeline, creating Bus. Plans, Budgeting & Projections
* Worked with Engineering BOM’s in JIRA, correlating G/L COA, Budgets, & Costing by Items
* Secured $4.25MM working capital, A/R factoring, & International P/O backed credit facility
* Cleaned up Multi-State Payroll Taxes, negotiating settlements with the IRS, & refiling returns.
Construction Pre-fab Concrete Building & Residential Manufacturing & Pouring Services
* All financial reporting, bill of materials, job costing, and budgeting, with weekly payroll & taxes
* Reconciled Cash, Fixed Assets, Tangible Property Taxes, EFTPS, 401K, & A/R Lien filings
* Local & Federal Government (DCAA) contracts, Purchase Order, & EFT Payment Systems.
Non-profit International Televised Ministry, Major Events, & Post-Production Facility
* International Banking, Auditing, Payables, & Schedule prep.’s for $82MM+ gross revenues/yr.
* HR & PR supervision for 500+ employees, taxes, returns, & benefits, including 403B filings
* Multiple Fund Accounting with internal auditing, & new COA schema included job costing spec’s
* Attained $40MM new Equipment Loan package from Lloyd’s of London for Production Studio.
Accounting Systems Consulting, Evaluations, Implementation, Restructure, Setup, & Training
* Implementation & Integration Project Master, troubleshooter, and designer, leaving no gaps, and
developed with a back-up plan for the back-up plan; strategic innovator & teambuilder.
* Calculated Mfg. R&D tax credits and production tax credits to save clients millions of dollars.
* Passionate about automation, business Intelligence, summary dashboards, reorganization of reports
with mid-range views, clarifying what structure or categories are missing, what is a priority, which
strengths or benchmarks to build on, re-structure the data with, or where to insert new data points.
Elaine’s Education & Qualifications
30 yrs success in Financial Corporate Leadership & Consulting,
including Subject Matter Expert in 14 Software packages & implementations
Bradley University Bachelor’s, Peoria, IL
Double Major: Marketing & Psychology
Minor in Spanish; also fluent in French.
Accounting, Auditing & Consulting (20 yrs)
L. A. Barry & Assoc., CPA's, Lombard, IL
Leadership Development Courses since 1989 - present
Microsoft Certifications & Training Awards
PMP Certification Pending
Lifecycle Semi-Agile & Scrum Project Mgmt
Data Analytics Coursework at UC Berkeley
IT Security & Online Gaming Proficiency
Speaker, Author & Songwriter/Performer
