FP&A has evolved from a backward-looking reporting function into a critical leadership discipline that shapes better decision-making in modern business. Rather than striving for perfect predictions, effective FP&A improves judgment by challenging assumptions, clarifying key drivers, and reframing financial data into actionable insight. In an environment flooded with metrics and dashboards, its true value lies in cutting through noise to reveal economic reality—helping leaders understand not just what is happening, but why. By shifting focus from precision to meaningful insight, FP&A enables organizations to navigate uncertainty, align strategy with resource allocation, and make smarter, forward-looking decisions.

I’m grateful for the experiences and mentors that have shaped my journey in finance and manufacturing leadership over the past 15+ years. From operational finance and capital strategy to executive leadership roles, my focus has always been on helping organizations grow responsibly while strengthening financial discipline and governance. I’m excited to share more about my background, leadership philosophy, and board interests. Here is my biography.

Sustainable growth isn’t an accident—it’s the outcome of disciplined financial management, intentional planning, and early investment in the right infrastructure. After decades of advising owner-operated businesses, one pattern is clear: the companies that scale aren’t the ones with the flashiest products, but the ones that build financial capability before it becomes urgent. From understanding true customer profitability to preparing early for capital raises and developing practical, assumption-driven strategic plans, SMEs must shift financial management from a back-office task to a core leadership function. This article outlines the foundational elements that allow smaller enterprises to grow confidently, avoid preventable crises, and operate with the financial clarity needed to compete and compound.

I’m pleased to share an updated, comprehensive biography that reflects my professional journey across investment banking, corporate development, global operations, and strategic finance. Throughout my career, I’ve had the privilege of helping organizations grow, transform, and navigate their most important decisions. I look forward to continuing to contribute to teams and leaders pursuing meaningful impact and strategic clarity.

I’ve always believed that leadership is about bridging purpose with performance and ensuring that strategy never loses sight of humanity. Over the past two decades, my journey across healthcare, finance, and creative storytelling has been defined by this philosophy. I’m proud to share a reflection of that journey—my professional biography.

I am excited to share my professional biography, which reflects nearly 40 years of experience in corporate finance, capital markets, and debt advisory. My career has been devoted to helping middle-market businesses grow by providing access to debt and mezzanine capital across the United States, Mexico, and Canada. I have been fortunate to serve in leadership roles at major banks, found my own advisory firm, and contribute to boards and industry associations that shape the business landscape.

In today’s fast-paced business environment, financial chaos can quietly erode even the most promising companies—misaligned metrics, inconsistent reports, and manual inefficiencies all stand in the way of clear decision-making. Drawing from experience at organizations like Zillow Offers, Builders Capital, and Invitation Homes, this article explores how alignment, automation, and strategic clarity transform finance from a reactive function into a driver of growth. By creating common definitions, streamlining reporting through technology, and building systems leaders can trust, consultants help businesses replace confusion with confidence. The result is not just cleaner books but a stronger foundation for speed, scale, and sustainable success.

George Follini Jr, CPA, CGMA, MS, is a seasoned financial executive and founder of Follini & Associates CPA, P.C., with over 35 years of experience in public accounting, tax strategy, asset management, and executive leadership. Known for his deep expertise in financial regulation and his ability to scale operations across multiple states, George has led both boutique CPA practices and billion-dollar asset management firms. From his early days at PwC and Deloitte to his executive tenure at Guggenheim Partners, George has consistently delivered strategic financial solutions with integrity, precision, and visionary leadership.

Joanna Rodriguez is a seasoned finance executive with over two decades of experience driving strategic growth and financial excellence in the consumer packaged goods and food industries. As Vice President of Finance at Miss Jones Baking Co., she leads critical initiatives in budgeting, forecasting, capital strategy, and investor relations. A Certified Management Accountant (CMA) with a proven track record in high-growth environments, Joanna combines financial rigor with operational insight to support companies scaling toward long-term success. She is passionate about using her expertise to mentor emerging leaders and contribute meaningfully through board service.

I'm excited to share my professional executive biography, which outlines my 21-year journey across consumer brands, finance leadership, global markets, and advisory board service. I thrive at the intersection of strategy, operations, and numbers—and enjoy helping companies scale with purpose.

Tim Schultz is a seasoned banking executive with a distinguished career spanning over 25 years in commercial and small business lending, credit risk, and portfolio management. Known for his strategic leadership and operational excellence, Tim has led large, diverse teams and implemented innovative credit processes that have been adopted across national banking platforms. His tenure at PNC (formerly BBVA) and Compass Bank showcases a consistent track record of enhancing efficiency, reducing risk, and driving strong portfolio performance. With deep expertise across financial services and a collaborative, ethical leadership style, Tim continues to be a trusted force in the banking industry.

Excited to share an updated executive biography that reflects my journey across special situations investing, private equity origination, and strategic advisory. It’s been a privilege to work with great partners over the years—from Davis Funds and Avanti Partners to Blackstone and Trilantic—and to play a role in transactions that unlock real value.

David G. Wopschall is a seasoned financial and operational executive with over 25 years of leadership experience in private equity-backed and public companies. As a transformative CFO, he has led over $1 billion in M&A transactions, driving enterprise value and securing high-multiple exits. With expertise spanning high-tech, electronics, satellite communications, SaaS, and manufacturing, he has successfully restructured global organizations, optimized financial operations, and raised over $300 million in capital. A trusted advisor to CEOs and Boards, Wopschall excels in financial strategy, risk management, and operational efficiency. His ability to drive growth, profitability, and corporate transformation has made him a pivotal leader in navigating complex global markets.

In the ever-evolving healthcare landscape, an Interim CFO can be a pivotal asset, especially during times of transition. With nearly two decades of experience in this role, I’ve seen firsthand how an Interim CFO’s results-driven approach can stabilize operations, foster team unity, and deliver immediate, impactful results. From cost control to revenue cycle optimization, an Interim CFO steps in seamlessly, driving both financial performance and team morale. Beyond financial oversight, these leaders offer mentorship, strengthen organizational capability, and provide much-needed continuity as healthcare organizations navigate prolonged recruitment cycles for permanent roles. For CEOs and boards facing leadership gaps, an Interim CFO provides the strategic advantage needed to keep the organization on track.

I’m excited to share my journey as a trailblazer in financial leadership and strategic vision! With over 30 years of experience in finance and real estate, I currently serve as a Managing Director at Cantor Fitzgerald, where I lead finance and accounting strategies with a focus on excellence. My career has taken me through various roles in investment advisory services, real estate financing, and risk management, allowing me to develop a deep knowledge of the industry and a strategic approach to complex challenges. I’m proud of my certifications, including the FINRA Financial and Operations License, and my ongoing education at the University of Notre Dame’s Mendoza College of Business. Known for my innovative problem-solving and clear communication, I strive to make a significant impact in high-stakes financial environments. I invite you to explore how my experience and vision are shaping the future of financial management.