Your Fractional Finance & Operations Team
We’re made up of smart, driven, and diverse experts who love finance and business strategy. It's why we do what we do, and do it well.
Our teams are outsourced partners in our client's success: their challenges, ambitions, and vision become our own. We understand our client's need for a virtual CFO, finance or business operations expert, as well as what actionable insights can do for their business growth.
As a fractional CFO with a broad and deep understanding of all aspects of business, Drew is dedicated to helping small and medium-sized businesses understand their financials, save money, and grow sustainably. That’s part of the reason why Drew set out to provide outsourced CFO services.
He is enthusiastic about understanding "the numbers," the operational truth behind them, and how to continually drive better results for our clients. He is also an expert in providing actionable insights through intuitive and connected accounting and finance. Drew’s success as a CFO stems from his extensive experience in the financial and accounting realm within the following sectors: traditional and renewable energy, industrial manufacturing, software/SaaS, services, consumer goods, tech-enabled services, construction, and food.
Drew is an avid artist, mountain biker (he rides nearly every day) and enjoys everything that The Promised Land (aka Colorado) has to offer.
Education: B.S. in Business Administration
Ask me about: how I mountain bike with no depth perception
Mike is an expert in the systems, methods and procedures to produce healthy organizations. He is passionate about the resounding impact companies have not only on its employees, but also the households they represent.
He began his career with Citigroup, where he led the team responsible for decentralizing U.S. operations functions. He's subsequently served in numerous leadership roles including leading the team responsible for deploying over $300M in capital to create a nationwide retail distribution channel for AT&T after it acquired McCaw Communications. Most recently, Mike was COO for CampMinder, where he contributed to the development of a world-class employee engagement score and client net promoter score.
A native of New York and former resident of Florida, Mike now calls Boulder, Colorado home. He is an active volunteer with the Colorado Chautauqua Association.
Education: B.S. in Business Administration
Hidden talent: world's greatest uncle (and is currently compiling the KPI and metrics to support this claim)
Valerie earned her bachelor’s and master’s degree in Accounting from the University of Florida and is also a certified public accountant (CPA). After building a solid foundation at PricewaterhouseCoopers (PwC), she followed her interest in working with small companies to help them grow and scale by joining Focused Energy.
Valerie finds a particular challenge and fulfillment in working with the consumer packaged goods (CPG) industry, and has spent more than half of her career specializing in this area. She has worked for large companies including Wild Oats, Whole Foods Market and more. With this broad experience and associated success in the past 15 years, Valerie realized that outsourced CFO services aligned perfectly with her passion to support growing organizations.
Valerie lives in Colorado with her partner and multiple four-legged friends. This includes her beloved horse, Immy, whom she takes on rides to relax after a long day of spreadsheets. Valerie is also a certified yoga teacher and finds that balancing intense work with grounding practices a key to excellence.
Education: MA and B.S. in Accounting
Hidden talent: Kirtan chanting
Tim has more than 30 years’ experience driving strategy and growth for high growth small and medium-sized businesses across the healthcare informatics, food/beverage and hotel industries.
Tim’s experience spans operations, sales, accounting, finance, mergers and acquisitions and intellectual property. He has a creative approach to business that yields measurable results for owners, employees and customers.
Most recently, Tim served as Chief Operating Officer (COO) of Anthony’s Pizza & Pasta International, Inc., a Colorado-based franchiser, and COO of its affiliate wholesaler Stellini Foods. His prior work includes co-founding the wine wholesaler Baroness Wines in 2001, where he also served as COO until 2012. Tim also co-founded the premier healthcare ratings service HealthGrades in 1999 and served as its Vice President until its sale in early 2000. Tim previously held various management positions with LBA Healthcare Solutions, Laventhol & Horwath and CRI, Inc.
When not working, Tim enjoys hiking, biking and spending time outdoors with his family and very playful terrier.
Specialties: operations, sales and business strategy
Education & certifications: B.S.
Ask me about: the names of my three dogs (all palindromes).
Dana has over 10 years experience in finance, process improvement and project management across a diverse group of industries including business consulting, telecommunications, banking, utilities, government and biotechnology.
She's split her career between the public and private sectors, from providing business advisory services with Arthur Andersen and KPMG, to Finance Director and Controller roles in a number of organizations. Through this she's gain experience in HR, payroll, systems implementations, risk mitigation, and strategic planning. Helping organizations take their business to the next level by developing processes and leveraging technology is one of the most rewarding parts of her career.
Dana enjoys the mountains, the four seasons and everything else Colorado has to offer, but the best part is sharing it all with her young son.
Education and certifications: MBA and B.S. in Accounting, CPA and CFE certified
Ask me about: my home remodeling skills.
Mary brings more than fifteen years of experience working with both small businesses and large corporations alike. With experience in the manufacturing, security and construction industries, she utilizes her Bachelor of Science degree from the University of Colorado to apply her analytical background in mathematics and science to the world of finance.
Her expertise and experience allows her to think about each client's business from a holistic perspective and tailor solutions for their vision. With Focused Energy, Mary specializes in establishing proven processes for clients to ensure the highest standard of accuracy and scalable growth along with excellent customer service.
As a Colorado native, she enjoys spending her spare time camping and hiking in the Rocky Mountains unless she can sneak away to the ocean to enjoy her true passion, which is scuba diving with sharks.
Specialties: financial accounting, budgeting, reporting & analysis, ERP implementation, payroll processing, project management, HR
Education: B.S. in Biology with emphasis on Mathematics & Finance
Ask me about: the time a blue heron made a visit to my yard and stole 3 of my koi fish for his dinner.
Max grew up in a family of accountants, instilling a passion for analyzing the numbers, which had become a second language for him. Naturally, he graduated with a Bachelor's of Science in Accounting with Honors from Elon University.
Max specialized in auditing and initially worked as an internal auditor for Volvo, Group Truck Operations. He then transitioned to a small accounting firm handling everything from daily bookkeeping, tax preparation, and small business audits. Most recently, Max has devoted considerable effort to understanding the application of sales tax as it affects Focused Energy's clients throughout the United States.
When not helping out our clients, Max spends his free time maintaining his family's 1700's historic farm in Maryland. He also indulges in all things creative from music production to photography/cinematography to painting to graphic design.
Specialties: financial accounting & analysis, reconciliations, AR/AP management, payroll, sales tax
Education and certifications: B.S. in Accounting, Excel Data Analysis Certification
Ask me about: the time I proposed to Selena Gomez for a band marketing stunt.
Darren has worked with a wide range of organizations including nonprofits and large corporations. The majority of his career was spent working with Fenix Outdoor, parent company of brands Fjallraven, Brunton Outdoor and Hanwag. While there he gained experience with multiple companies and industries including 25+ retail stores in the U.S. and Canada, an e-commerce platform, wholesale business and a manufacturing operation.
Darren enjoys how accounting roles spill into all areas of business which has allowed him to work closely with individuals in sales, marketing and operations, applying his vast experience in inventory, auditing process improvement/creation, budgeting, external/internal reporting, and accounts payable.
When not working, Darren enjoys hiking, fishing, attending concerts at Red Rocks and nearly any other activity allowing him to spend time outside.
Specialties: financial accounting, budgeting, inventory, reporting, process development, AP/AR Management, reconciliations
Education and certifications: B.S. in Business Administration with an emphasis in Supply Chain Management, CMA Certification
Ask me about: my sixteen-day river trip in Alaska.
Heather is an expert accountant with more than twenty years of experience in accounting operations and strategic financial management. She brings deep knowledge of financial reporting, inventory management, payroll, cash flow forecasting and accounting for small and mid-sized businesses.
Prior to joining Focused Energy, Heather worked in accounting roles across a variety of industries. Most recently, she served as an accountant with Jody L. Rogers, CPA and a controller for Coastal Equities, Inc.
In her free time, Heather is an avid reader and enjoys cooking.
Specialties: inventory processes, HR, cash flow forecasting, payroll
Education & certifications: Education: MBA, B.S. in Accounting
Did you know: Heather was born and raised in Maryland.
Kathy studied accounting at the University of Washington before relocating to New York City where she began her career as a Treasury Analyst for Lehman Brothers. After taking a decade off to raise her young children, she returned to school and earned a degree in Finance and Business Management and has since become a QuickBooks certified ProAdvsior.
She has spent the past six years providing accounting support for small to mid-size companies. Kathy is dedicated to providing accurate and relevant financial information to companies to help them better understand their business.
Kathy lives in Frisco, Texas with her husband, children and four-legged friends. In her free time, she enjoys reading, youth sports, and spending time with family and friends.
Education & certifications: B.S. in Business Management with concentrations in Accounting & Finance, QuickBooks ProAdvisor, Dale Carnegie Leadership Training for Managers
Hidden talent: supermom of three children, two stepchildren, and four furbabies