Home About
Services
Core CFO Solution Ad-Hoc Financial Support
Contact Blog

Welcome!

Hi, I'm David

As a resilient finance professional with a Chartered Financial Analyst (CFA) designation, I offer over 100,000 hours of experience across 20 diverse industries. My expertise in corporate finance, business consulting, and performance tracking empowers entrepreneurs to navigate financial challenges and seize opportunities. Let my insights and strategies drive your business toward strategic growth, profitability, and peace of mind.

Welcome!

Hi, I'm David

As a resilient finance professional with a Chartered Financial Analyst (CFA) designation, I offer over 100,000 hours of experience across 20 diverse industries. My expertise in corporate finance, business consulting, and performance tracking empowers small to medium-sized enterprises and non-profits to navigate financial challenges and seize opportunities. Let my insights and strategies drive your business towards strategic growth, profitability, and peace of mind.

Milestones & Impact

Transforming Customer Experience

He developed the Wireless Episode Contact Analysis, enhancing AT&T’s customer experience and profitability through data-driven insights.

Innovating Financial 
Forecasting

Created LifeCycle modeling at DIRECTV, improving forecast accuracy and optimizing customer care for over 350,000 daily calls.

Driving Strategic Growth

He led the introduction of Taco Bell Express and Domino’s Pizza for TOTAL Energies, driving growth through strategic location selection and successful cross-selling initiatives.

My Story

David’s journey from delivering the Denver Post at age 8 to becoming a corporate officer and board advisor is a testament to his dedication, resilience, and community spirit. From serving in the U.S. Air Force to leading financial strategy for top companies, David’s career is marked by a commitment to excellence and a passion for uncovering opportunities. 

David's military service as an intelligence analyst in the Middle East earned him distinguished honors, including the Meritorious Service Medal. This experience instilled in him a profound sense of duty and discipline, which have fueled his career and community involvement. As a 20-year volunteer with Junior Achievement and treasurer of the AT&T Veterans EG Rocky Mountain chapter, David remains dedicated to giving back.

His professional journey is defined by innovation and insight. At AT&T, he bridged business analytics with customer experience, crafting solutions like the Wireless Episode Contact Analysis and LifeCycle modeling for DIRECTV. These projects exemplify his approach: delving deeper to discover strategic risks and opportunities.

David's career spans numerous industries, from telecommunications to petroleum, where his financial planning and analytics expertise has consistently driven growth. Despite facing career challenges, including eight role eliminations, he has shown remarkable resilience, achieving significant promotions and advancements.

With a Master’s in Economics and a CFA designation, David combines academic rigor with real-world experience. His story is one of hard work, guided by mentors and commitment to empowering businesses with strategic financial insights, ultimately striving to bring profitability and peace of mind to his clients.

My story

David’s journey from delivering the Denver Post at age 8 to becoming a corporate officer and board advisor is a testament to his dedication, resilience, and community spirit. From serving in the U.S. Air Force to leading financial strategy for top companies, David’s career is marked by a commitment to excellence and a passion for uncovering opportunities. 

David's military service as an intelligence analyst in the Middle East earned him distinguished honors, including the Meritorious Service Medal. This experience instilled in him a profound sense of duty and discipline, which have fueled his career and community involvement. As a 20-year volunteer with Junior Achievement and treasurer of the AT&T Veterans EG Rocky Mountain chapter, David remains dedicated to giving back.

His professional journey is defined by innovation and insight. At AT&T, he bridged business analytics with customer experience, crafting solutions like the Wireless Episode Contact Analysis and LifeCycle modeling for DIRECTV. These projects exemplify his approach: delving deeper to discover strategic risks and opportunities.

David's career spans numerous industries, from telecommunications to petroleum, where his financial planning and analytics expertise has consistently driven growth. Despite facing career challenges, including eight role eliminations, he has shown remarkable resilience, achieving significant promotions and advancements.

With a Master’s in Economics and a CFA designation, David combines academic rigor with real-world experience. His story is one of hard work, guided by mentors and commitment to empowering businesses with strategic financial insights, ultimately striving to bring profitability and peace of mind to his clients.

Learn more

Mission & Vision

Mission Statement:

At CFO Function, we aim to empower Denver entrepreneurs with flexible financial solutions that enhance business growth and resilience. We provide strategic insights and guidance, leveraging decades of expertise to help our clients navigate financial challenges, seize opportunities, and achieve sustainable success.

Vision Statement:

Our vision is to be the leading partner for small and medium-sized businesses in Denver, recognized for our commitment to innovation, community service, and financial excellence. We strive to inspire confidence and foster prosperity, ensuring that every business we support reaches its full potential and contributes positively to the community.

How I Work

Meet You Where You Are:

I engage with you at your current stage, providing tailored financial guidance that aligns with your business needs and aspirations.

Roadblock Navigator:

I help identify and overcome financial obstacles, ensuring a smooth path toward your business goals without unnecessary detours.

Empowering Understanding:

I break down complex financial concepts into understandable insights, helping you grasp the story behind the numbers.

Collaborative Partner:

I work alongside you as a trusted advisor, ensuring you have the support and expertise needed to elevate your business to new heights.

Master Your Cash Flow:
A Free Guide to Financial Clarity and Business Growth:

Learn effective cash flow management strategies, risk mitigation, and strategic planning to drive your business to new heights.

FAQ

Ask Me Anything