Bio
I am the Chief Revenue Officer at Coveted Financial Services. We have been serving small to mid-sized businesses as Fractional CFOs in the Chicagoland area for 13 years. As Fractional CFOs, my team and I provide financial expertise at a fraction of the cost of hiring a full-time CFO. We offer strategic planning, create financial visibility, and manage risk for all our clients. Our goal is to educate and empower business owners so their businesses can achieve maximum value.
What Coveted Financial Services Provides:
• Monthly and annual financial reporting
• A/R and A/P maintenance
• Cash flow enhancement
• Increase in collateral capacity
• Strategic placement and management of capital
• Development of sustainability strategies
• Value creation for owners and shareholders
• Preparation for exit/succession planning
• Understanding and leveraging of KPIs
• Efficient inventory management
• Tax planning and adaptation to new regulations
Before joining the Coveted team, I worked in the commercial lending department of a bank. I began as a credit analyst, underwriting new commercial loans and renewals, and later advanced to a lender role. There, I was responsible for acquiring new relationships and managing an existing portfolio. My experience includes underwriting commercial real estate loans, C&I loans, business lines of credit, and SBA 504 loans.
