About

20+ Years of Executive Experience.
Now Working for You.

The Story

I built my career inside some of the most demanding environments in business — Fortune 50-backed telecom, private equity carve-outs, multinational retail, e-commerce scale-ups, and government contractors. I spent more than two decades sitting at the intersection of finance and operations, where most businesses either find their next gear or get stuck.

In those roles I learned that the same problems show up at every size of company: financial reports that nobody trusts, operations and sales pulling in opposite directions, "tribal knowledge" living in one or two heads, systems patched together with workarounds, and leaders who can't take a real vacation because the business doesn't run without them.

I also learned that these problems are fixable — but only when somebody is willing to look at the full picture. Not just the books. Not just the operations. The full picture, end to end, and the connections between every department.

I started SMS Consulting because there is a class of business — small and mid-sized companies in the $2M to $15M range — that has outgrown its infrastructure but cannot justify a full-time COO or Controller at $250,000 a year. Those owners deserve real executive expertise. Not a coach. Not a generalist. Not a checklist consultant. Someone who has actually done the work, in the trenches, at scale.

That's what I built my career for.

And now it's what I do for you.

Credentials at a Glance

Category Detail
EducationMBA — Business Management, Texas Woman's University
EducationBBA — Management, LeTourneau University
LeadershipPast President, Association for Financial Professionals — Dallas Chapter
LeadershipBoard of Directors, Dallas Treasury Managers Association
CommunityBoard Member, MomentumMakers USA — Allen, TX
Experience20+ years across Retail, Telecom, Manufacturing, Healthcare, PE, Government
GlobalTreasury operations in 36 countries across 26 currencies
Recognition5 Best Practice Awards, 3 President's Awards — Samsung Telecommunications

Career Highlights

A few of the things I've done that are relevant to your business:

  • Cut a 20-day month-end close to a single day by rebuilding the close process and aligning Finance, Operations, and IT around shared accountability.
  • Opened 150 bank accounts in 36 countries inside 45 days for a global telecom carve-out — including currency setup, signatory protocols, and treasury operations from scratch.
  • Drove $8M+ in ROI in a single year by leading a cross-functional process improvement program at a Fortune 50-backed telecom subsidiary.
  • Reduced DSO from 92 days to 71 days at a private equity-owned services business by overhauling collections strategy, billing accuracy, and customer onboarding.
  • Increased monthly collections by $3M through targeted cash application and dispute resolution improvements.
  • Built an entire operating company from zero in 45 days, including legal entity setup, banking, accounting systems, payroll, and operational playbooks.
  • Served as Interim CFO for a mid-market business through a leadership transition, stabilizing reporting, financial controls, and lender relationships.
See the full results →

My Approach

What every engagement has in common:

  • Diagnostic before recommendation. I never propose solutions until I have actually looked at the data, the workflows, and the people. No off-the-shelf playbooks.
  • Cross-functional, not departmental. Most "finance problems" are really operational problems wearing a finance costume — and vice versa. I look at the whole system.
  • Train the team, don't replace it. Every engagement includes mentoring an internal leader so the systems I build keep working after I leave.
  • Transparent scope and pricing. Defined deliverables, defined timelines, fixed fees where possible. No hourly billing surprises.
  • Honest answers — even when they're hard. If the issue is leadership, I'll say so. If you don't need me, I'll tell you that too.

If you're wondering whether your situation is something I've seen before — it probably is. Let's find out together.

Book a 45-Minute Discovery Call →