We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, In Person, Phone, Video
Languages: English
As a retired finance professional, I am eager to serve SCORE clients. I can help clients improve their understanding of business plans, income statements, balance sheets, and cash flow. I enjoy helping clients develop spreadsheets that forecast financial performance, with a focus on modeling specific business assumptions that have the largest impact on financial performance. With this information, we can focus on all aspects of the business startup and what matters most to the success of the business. Through my financial career in the aviation industry, I have gained experience in auditing, treasury, strategic development, procurement/sourcing, and operations finance. I also have experience providing support developing business and personal family budgets and retirement plans. A recent highlight included helping a team develop a detailed business plan to grow hydroponic vegetables in Tel Aviv, Israel.
Areas of Expertise
- Accounting & Finance
- Management & Operations
- Product Development
- Strategy Development
Industry Experience
- Accounting & Tax Services
- Manufacturing