Carrie is passionate about working with growing companies. Whether it is an early stage organization looking to raise capital or a $1.5B dollar enterprise posturing for their IPO, her experience spans the organizational maturity lifecycle. Before joining CFO Strategic Partners, Carrie held the title of Director- Financial Planning & Analysis for a publicly traded global publishing company with more than $1.9B revenue and over 5,100 employees. Carrie has worked across industry verticals specializing not only in academic publishing, higher education, and scholarly fields, but also has experience in wealth management, nonprofits, and technology sectors. She worked at Federally Registered Investment Advisory (RIA) firms where she was CFO for National Advisory Services overseeing more than $1B AUM and 10 offices nationwide including 3 subsidiaries. As a Senior Tax Associate for KPMG in the early 2000s, Carrie oversaw a host of functional operations for multiple clients as a public accountant. She prepared individual, C-corporation, S-corporation, partnership, state, intangible, tangible, and nonprofit tax returns along with compiling financial statements and written responses to taxing entities.
Carrie earned a master’s degree in taxation after graduating summa cum laude from the University of Central Florida with a BS in accounting. Carrie is a Certified Public Accountant (CPA) as well as a Certified Global Management Accountant (CGMA). She is a member of the AICPA and FICPA and volunteers her time at several local nonprofit charities. Primarily, Carrie’s expertise focuses on Mergers & Acquisitions, Profitability Improvement, Negotiations, Business Development and Improvement, and Regulatory Compliance.
“So you can focus on your company’s goals … I will focus on your financials.”
Nick’s background includes a combination of skills as a CPA, Entrepreneur/CEO, and investment banker. Nick began his career as a CPA with KPMG. As Senior Manager, Assurance Services, he conducted audit and assurance engagements as well as mergers & acquisition engagements.
As a founding principal in of PCE Investment Bankers, a Florida-based investment banking firm, Nick represented numerous clients in mergers & acquisitions and private placements. He also spearheaded the establishment of the firm’s business valuation practice.
In addition to Nick’s financial foundation, his entrepreneurial spirit crafted and created Touch Vodka, a locally sourced, small-batch distillery where he specialized in vodka and gin. He won national recognition from the San Francisco World of Spirits Competition, earning a gold medal. In 2012, Nick successfully exited his company with a sale to a Florida-based investment group and returned to investment banking where he could help other Entrepreneurs realize their value.
Nick joined the team of CFO Strategic Partners to focus on the firm’s operations and to create internal systems and proprietary tools to ensure we maximize the value for each client. In addition, because of his investment banking roots, Nick provides direction to our team and CEOs on exit strategies, M&A, and ensures we remain focused on what truly drives corporate value.
“I believe strongly in our value proposition because our clients have access to strategic financial support at a fraction of the cost of hiring one full-time. I also love working with CEOs to determine what truly drives the value in their companies and to create plans that ensure we remain focused on maximizing shareholder return and corporate value.” – Nick
Shannon has a passion for the firm’s mission statement, To Enrich Lives. It was embedded in her values and vision when she founded CFO Strategic Partners in 1999, and today is at the core of every major decision she and her team make within the firm. Shannon now brings her expertise, creative strengths, and strategic talents to the firm, serving as its CEO. She ensures that the growth of the company and its constant evolution are focused on helping owners of middle-market sized companies achieve their dreams and giving her team the opportunity to be the very best they can be.
Shannon’s background includes working with KPMG Peat Warwick in their audit team and several years in the banking realm, including commercial lending with United Heritage Bank and Colonial Bank.
Shannon is recognized by various CEO organizations as a featured speaker and has conducted educational seminars for hundreds of CEOs focusing on giving them the tools they need to run their business. Her presentation entitled “CFO Tools for the CEO, Stop Blind-Casting and Start Sight-Fishing” has received high ratings from numerous CEO groups. In addition to this topic, she has conducted seminars and educational sessions on topics including banking, cash flow, and financial analysis. She has served on dozens of panels as an expert on topics ranging from entrepreneurship, women in the workplace, emerging companies, and financial strategies; however, she is most proud of her firm receiving an award for one of Orlando’s Best Places to Work ( 2016 & 2017)
“I have a passion for helping the business owner achieve his or her vision for the organization and being a part of making their dreams come true,” Shannon says. “I feel blessed to be surrounded by an incredible team and to have the opportunity to do what I love every day.” -Shannon
During his 39 year career, Pete has served as the CFO, Regional CFO and VP of Finance of both public and privately-held companies in the home building, land development, mortgage and title services segments. He specializes in rapid growth and restructuring environments; spearheading initiatives to achieve dynamic turnaround and growth for an organization, and identifying key performance drivers to boost profitability and efficiency.
Prior to joining CFO Strategic Partners, Pete served as Regional CFO of Beazer Homes USA, where he was responsible for the financial management of 11 divisions with managed assets of $500 million which included the mortgage and title service operations. He spearheaded a shared services operation which included accounting, purchasing and contracts administration that dramatically enhanced productivity while cutting costs by more than 30%. He was a significant contributor to the increase in revenue from $50 million to more than $500 million.
Pete began his financial career in public accounting where he worked for 11 years. As an engagement manager, he worked principally with large automobile dealerships, construction firms, governmental concerns and manufacturing organizations. Other clients included marketing firms, attorneys, doctors, retailers, restaurants, office supply companies and various service industry companies.
Pete has a Bachelors of Science in Business Administration in Accounting from the University of Central Florida. He is a licensed CPA and a member of the American and Florida Institutes of CPAs. His personal interests include cycling, skiing and golf.
Mike Sanders has over 13 years of experience in accounting and financial management and holds a Bachelor’s and Master’s degree in Accounting, as well as an MBA from the University of Florida. He began his career in the audit practice of PricewaterhouseCoopers in Orlando, FL. In this role, he was involved in the audits of a number of public and non-public entities across a variety of industries, including hospitality, entertainment, real estate, healthcare, and construction. Mike obtained his CPA license while at PricewaterhouseCoopers.
Mike began his career in private industry by joining the Leadership Development Program of a Fortune 250 Transportation/Logistics company in Jacksonville, Florida. After his completion of the program, he held several financial management positions at the company. Mike then went on to take a financial leadership position at a publicly traded multi-unit restaurant company located in Orlando, FL. In this role, he was responsible for presenting monthly performance to the executive management team and was charged with the financial governance of the company including reporting, budgeting and strategic planning and analysis. From this experience Mike brings knowledge of retail restaurant operations as well as executive level skills for managing against expected results for cash flow and profit performance.
Mike then went on to another leadership role at a large privately held multi-unit alcohol beverage retail company in Orlando, Florida, where he managed various financial planning and analysis, reporting, and strategic initiatives for the company. From this experience Mike brings knowledge of the retail alcohol beverage industry as well as executive level skills for managing key performance indicators and profit performance.
In his roles, Mike has worked closely with senior leaders as a strategic thought partner, helping companies achieve both their short and long-term financial and strategic goals.
Tamrin Mahon graduated from Rhodes College in 2004 with a bachelor’s degree in business and economics, and in 2006 she received a master’s degree in accounting from the University of Central Florida. Her career started at PricewaterhouseCoopers here in Orlando in the audit practice. In this role she was involved in the audits of a number of public and non-public entities in a variety of industries. Some of the industries she has experience in include real estate, consumer products, entertainment, hospitality and healthcare, among others. Tamrin obtained her CPA license in 2008.
Tamrin went on to continue her career at a Cable Network/Digital Media Company in Orlando as Senior Director, Finance where she managed the accounting and finance department and was responsible for various financial planning, reporting and analysis across the Company. During her tenure, Tamrin was the lead on several key initiatives, including due diligence and integration of company asset acquisitions, SAP and other program implementations, various technical accounting matters and tax incentives.
In 2016, Tamrin became VP, Finance for the North Florida division of a national homebuilder. She led the Finance and Accounting department, including closings and land accounting. Tamrin was responsible for the financial aspects of feasibility submissions for land acquisitions and sales. She led financial planning, reporting and various analysis of WIP and overhead across the division.
Dorothy joined CFO Strategic Partners with over 30 years of experience in accounting and financial management for small to medium size professional services and manufacturing companies.
After graduating from Northeastern University in Boston with a BS in Accounting, she joined the consulting staff at Ernst & Ernst (Ernst & Young) in the Boston office. She specialized in computer selection and implementation projects for municipal and manufacturing clients.
Prior to joining CFO Strategic Partners, she was the CFO, then the VP and Executive Director of Compliance, Treasury and Tax for LightPath Technologies, Inc. in Orlando, a manufacturer of precision optics with locations in the United States, China and Latvia.
Dorothy has been the CFO of three micro-cap NASDAQ companies and has significant experience managing SEC filings. Additionally, she has managed multiple system implementations and conversions. Dorothy believes in using systems to simplify and streamline workflows, reports and key indicators. She is an expert in cash flow management/planning and financial modeling & forecasting. She also has experience in mergers and acquisitions, due diligence and post-acquisition audits.
Dorothy is a member of the Massachusetts State Board of Public Accountancy. She has lived in Orlando since 2003. When she isn’t working, Dorothy enjoys spending time with her family, golfing or enjoying a good book, including those about various philosophies on achieving success.
One of her favorite quotes comes from the book Raving Fans:
“Successful businesses have one common central focus: customers” – Ken Blanchard & Sheldon Bowles
Omar has almost 20 years of accounting and operations experience with mid-size to large companies in manufacturing and service industries. He has guided several organizations through multi-million dollar mergers & acquisitions and has extensive knowledge of integrating newly acquired business units into the operational structures of acquiring organizations. Utilizing a wide range of financial knowledge and business expertise, Omar has been a leader with global and national organizations. The ability to communicate enthusiastically and effectively with entrepreneurs of various backgrounds, as well as his tax, operations, and accounting knowledge helps Omar to provide the highest level of service.
Omar has been a Certified Public Accountant since May 2001 and has a Bachelor of Science in Accounting Degree with High Honors and a Master of Accounting Degree from the University of Florida. He started his career as a consultant with a Big 5 public accounting firm and has worked as a member of senior leadership teams in the industries of education, resource management, and nutrition.
Omar loves using the knowledge and skills that he has acquired over his career to help grow and expand businesses into new markets, services, and product lines. He enjoys spending time with family, friends, and traveling.
“Time is the most valuable resource, and I choose to spend mine investing in others.” – Omar
Tim Hudson has 20+ years’ experience in accounting and finance leadership roles working with private, public, start-up, and non-profit companies in addition to serving in public accounting.
Tim began his career with a regional public accounting firm in Atlanta where he worked with audit clients in manufacturing, construction, medical, distribution and not for profit among others. Since then, he has served as Controller/Director of Finance for Hospital Corporation of America (HCA). Controller for a publicly traded pharma/biotech company and in the CFO role for two different large behavioral health and housing organizations based in Tampa Bay.
Most recently, prior to joining CFO Strategic Partners, Tim was CFO for CoreRx, a high growth pharmaceutical/biotech company where he was responsible for all finance and accounting functions. Tim was instrumental in the rapid growth of the company including raising two rounds of private equity funding and establishing credit facilities to allow growth. While at CoreRx, the company was twice named to the fast 50 for the 50 fastest growing companies in Tampa Bay and Tim was twice named a finalist for CFO of the year by the Tampa Bay Business Journal.
Tim has experience leading large accounting teams and being hands on working with start-ups and wearing many different hats to ensure maximum efficiencies and proper reporting.
Tim’s experience and some of his core capabilities include finance and operational management, financial & board reporting, budgeting, financing & debt management, banking & investor relationships, ERP implementation, M&A, fund raising, due diligence, private equity and venture capital.
Tim has a BS in Accounting and BBA in Finance from the University of Kentucky. He is a Certified Public Accountant in Florida. Tim supports various charities and has served on several boards including Challenged Athletes Foundation, Leadership St. Petersburg (of which he is a graduate) and currently is on the Finance Committee for CASA (Community Action Stops Abuse).
Davina is passionate about applying her experience and knowledge to organizations, to help them achieve their goals while improving the bottom line. As a results oriented professional, she brings vast experience across a multitude of industries.
Davina received her Bachelor of Business Administration and her Master of Accountancy degrees from Stetson University. While working on her Master’s degree, she was employed as a Forensic Accountant for Campos and Stratus. She took a leading role in claims investigations including fraud, catastrophic damage and lost earnings determination.
Davina obtained her CPA in 1998 and began her career as an Auditor for KPMG Peat Marwick in Orlando. After working for both public and private companies across various industries, she moved into the private sector. As Vice President of a mortgage bank, she was responsible for supervising the accounting department and overseeing all financial reporting, as well as meeting compliance requirements for external regulatory agencies. She further developed her skills in creating and implementing process improvement strategies that lead to dramatic drops in overtime, increased productivity, and an increase in overall department morale. Davina was also instrumental in assisting the Human Resource department, working as a liaison between company departments to facilitate and implement policies and procedures and provide employee training.
As part of her career path, Davina moved to project based opportunities whereby she developed her expertise in identifying operational inefficiencies, accounting gaps, and work-process overlaps. By developing effective solutions, and providing a clear scope of work and timeline, she was able to streamline processes that led to quantifiable bottom line results. Through ongoing communication with Executive management, her systematic methodologies provided “real time” feedback as the milestones were met. This process proved to mitigate any major surprises while remaining flexible for the unforeseen throughout the implementation process.
Some of her roles, in addition to the above, has been to provide due diligence for Mergers and Acquisitions, Adjunct Accounting Professor, Grant researcher, and Volunteer for various Not-for-profit entities.
“I am passionate about going that extra mile, providing bottom line results, and empowering others to reach their full potential along the way.”
Gail Lacey joined the CFO Strategic Partners team in January 2012. She graduated from the University of Alabama in Birmingham with a bachelor’s degree in accounting. Gail began her accounting career with Lehmann Ullman & Barclay, a regional CPA firm in Birmingham, Alabama. After working in public accounting for five years, she left to become the controller for H&M Plumbing Company and Affiliates, a construction company specializing in commercial and multi-family construction. Most recently, Gail was the director of finance and accounting for Glatting Jackson Kercher Anglin, Inc., a community planning firm in Orlando. The firm was a privately held company that provided planning and design services for private land development, public spaces and the transportation industry. She was with the company for 16 years and left in 2011 after the company was acquired. She has extensive experience with project costing, financial analysis, budgeting and cash management.
“Working with the client’s management team and contributing to the company’s success are the most satisfying aspects of being a CFO.”
Denise Ericson has a comprehensive background in Customer Service, Administration and Operations. She received her Bachelor’s degree in English from the State University of New York College at Oneonta, before eventually becoming a Customer Service Manager for Blue Cross and Blue Shield in Washington D.C. Denise is proud to have been part of the team to launch the first HMO offered by BCBS.
Denise continued her customer service management career at Time Warner Communications in Orlando, Florida, where she helped grow a department of 75 Customer Service Representatives into a Call Center of 200+ employees. After leaving Time Warner, Denise worked for a medical supply distributor for the next 15 years. During her tenure with this company, Denise was the Director of Administration and Operations, and assisted in many other departments when needed, including finance, customer service and warehouse.
Denise has a passion for the beauty of the English language, and especially enjoys working on written content projects. She appreciates the value of good customer service, and strives to make each client’s encounter a positive and helpful experience.
Selene graduated from The University of Central Florida with a Bachelor of Arts in Political Science with a focus on Pre-Law, Intelligence, and National Security. During her college career, Selene gained administrative experience by working in notable healthcare facilities. She brings with her a strong background in customer service, event planning, office and product management to further the organization’s mission and values.
In addition to her duties as an administrative assistant, Selene enjoys volunteering and forming relationships with members in her community. Raised in sunny South Florida, Selene grew up participating in beach clean-ups and continues to actively support marine conservation groups like Ocean Conservancy and Florida-based Sea Turtle Conservancy.
“Coming together is a beginning, staying together is progress, and working together is success.” – Henry Ford
Eddy Simon is a CPA and MBA with over 20 years of accounting experience. He has a strong background in corporate, private, and family office accounting. Eddy has a Bachelors in Accounting and started his career as a small business full-charge Bookkeeper with payroll, A/R, and A/P duties. The bulk of his career was spent at CNL Financial Group as an Accounting Supervisor where he was responsible for financial reporting, tax returns, preparing budget and variance analysis reports, stock portfolio reporting and analysis, and Treasury cash flow reporting. He has a wide variety of software skills and is a great asset to our internal CFO team.