Functional Skills
Risk Management
Divestitures
Accounting
Budgeting
Financial Management
Technical Accounting
Commercial Due Diligence
Real Estate Investing
Sales Strategy
Forecasting / Projections
Financial Planning & Analysis (FP&A)
Sector Experience
Business Services
Financial Services
Media & Entertainment
Retail
Telecom
Experience
Acadia.IO LLC
Finance
Chief Financial Officer
1/2022 - 1/2025
Spearhead a team of four, overseeing global expansion into Serbia, India, and Brazil. Engage with eight different business units, collaborating with the sales team to navigate client negotiations, deal terms, and design a revamped commission structure in conjunction with the legal team.
• Offered strategic counsel to CEO and Founder encompassing cash flow management, acquisitions, tax strategies, system implementations, process automation (including AI), payroll, and recruitment strategies.
• Navigated startup phase, steering company's growth from $22M to $60M in top-line revenue within two years of assuming leadership.
• Directing efforts to project $75M top-line revenue for FY2025, targeting a 22% EBITDA margin.
• Secured debt financing with line of credit of $4M with Bank of America using 5-year projections and stress test analysis.
• Oversee long-term budgetary planning and costs management in alignment with strategic plan.
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• Offered strategic counsel to CEO and Founder encompassing cash flow management, acquisitions, tax strategies, system implementations, process automation (including AI), payroll, and recruitment strategies.
• Navigated startup phase, steering company's growth from $22M to $60M in top-line revenue within two years of assuming leadership.
• Directing efforts to project $75M top-line revenue for FY2025, targeting a 22% EBITDA margin.
• Secured debt financing with line of credit of $4M with Bank of America using 5-year projections and stress test analysis.
• Oversee long-term budgetary planning and costs management in alignment with strategic plan.
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Ultra Records, LLC
Finance
Chief Financial Officer
1/2020 - 1/2022
Served as principal advisor to the CEO of Ultra Records as well as the CFO of Sony Music, leading a team of four direct reports and overseeing an additional 12 indirect reports. Pioneered and directed acquisition of Ultra Records, orchestrating a transformative overhaul of accounting practices, ERP systems, and personnel integration into Sony. Managed comprehensive finance and HR functions, including tax compliance, budgeting, forecasting, reporting, FP&A, and target KPI achievements.
• Secured $120M in financing from investors, developing comprehensive 10-year projections, including catalog forecasts.
• Spearheaded substantial growth of company, elevating revenue from $35M to $45M and increasing EBITDA from $9.6M to $20.3M.
• Directed and negotiated the strategic sale of the company to Sony Music, orchestrating a deal valued at $240 million.
• Secured $120M in financing from investors, developing comprehensive 10-year projections, including catalog forecasts.
• Spearheaded substantial growth of company, elevating revenue from $35M to $45M and increasing EBITDA from $9.6M to $20.3M.
• Directed and negotiated the strategic sale of the company to Sony Music, orchestrating a deal valued at $240 million.
Dentsu
Finance
Americas Regional Controller and VP Finance
1/2018 - 1/2020
Directed a team of 12 direct reports and oversaw 36 indirect reports, managing the regional finance function for 95 agencies across 8 countries. Pioneered the establishment of the financial structure for the Controllership Group, strategically utilizing a mix of outsourcing, automation, and onshore resources. Led due diligence and tax structuring teams, ensuring efficient and cost-effective transaction strategies. Maintained a comprehensive internal audit program, conducting regular audit and control procedures, annual scoping and risk assessment, and documentation refresh and design evaluation. Managed budgets, drafted business case proposals, and forecasted capital expenditure (CapEx) for ERP system implementation.
• Collaborated with Commercial FP&A, achieving 0.5% QoQ growth in 4 consecutive quarters with $200 million in cost savings.
• Managed month-end close processes, ensuring timely submissions and presenting KPI target tracking reports to headquarters.
• Conducted balance s
• Collaborated with Commercial FP&A, achieving 0.5% QoQ growth in 4 consecutive quarters with $200 million in cost savings.
• Managed month-end close processes, ensuring timely submissions and presenting KPI target tracking reports to headquarters.
• Conducted balance s
Sony
Finance
Director of Global Finance
1/2017 - 1/2018
Chaired the focus group consisting of Heads of Technical Accounting from Big 3 Music (Sony, Warner, and Universal) and Big 4 Accounting (EY, KPMG, Deloitte, and PwC) to compose a position paper on the interpretation of the ASC 606 / IFRS 15 standards specific to the music industry. Our case was taken to the Board of the SEC and I successfully advocated our position to the Chairman.
ERNST AND YOUNG
Management Consulting
Senior Manager, Financial Advisory
1/2006 - 1/2017
Managed a diverse client portfolio across media, technology, software, consumer product goods, retail, and pharmaceuticals.
• Guided clients on IPO readiness, divestitures, mergers, technical pronouncements, SOX-404, and restructuring.
• Ensured compliance with S-X regulations, IPOs and preparing prospectuses, and navigating US GAAP/IFRS conversions.
• Led audits for public clients in both the UK and US for 8 years, before moving into Financial Advisory Services for 3 years (Microsoft, Google, Cisco Systems, Dentsu, Publicis, WPP, Sony, 21 st Century Fox, Deutsch Telekom, France Telecom)
● Additional Experience
• Guided clients on IPO readiness, divestitures, mergers, technical pronouncements, SOX-404, and restructuring.
• Ensured compliance with S-X regulations, IPOs and preparing prospectuses, and navigating US GAAP/IFRS conversions.
• Led audits for public clients in both the UK and US for 8 years, before moving into Financial Advisory Services for 3 years (Microsoft, Google, Cisco Systems, Dentsu, Publicis, WPP, Sony, 21 st Century Fox, Deutsch Telekom, France Telecom)
● Additional Experience