Functional Skills

Accounting
Budgeting
Cost Reduction
Private Equity Investing
Leadership Development
System Deployment
Operations Management
Value Chain Analysis
Forecasting / Projections
Sales and Operations Planning (S&OP)

Software Skills

Netsuite

Sector Experience

Consumer Goods
Financial Services
Industrials
Manufacturing
Technology
Big 4 Accounting
Top Consulting Firms

Experience

Tyr Partners Management Consulting
Chief Financial Officer
6/2015 - Present
Led multiple organizations through critical transition periods, improving the performance of the Finance function and enabling the businesses to successfully achieve their strategic goals. Interim CFO: Led Finance organization of $800M tech supplier through major acquisition and integration. Interim CFO: Led $200M CPG business through accounting method change and ERP system migration. Strategic advisor: Developed 3yr margin improvement plan for a $200M office furniture company. Strategic advisor: Developed capital structure for $100M auto parts supplier's vendor finance program
Aspiration Finance
Chief Financial Officer
6/2022 - 2/2023
Enabled a high-growth company to successfully achieve several critical initiatives by stabilizing, rebuilding and leading the Finance organization through a period of extreme change and transformation. Capital: Led $400M Series D round, a $70M Senior debt refinance and a new $100M off-balance sheet facility. Accounting: Accelerated monthly close, secured new Audit firm, implemented new acctg policies and controls. Reporting: Strengthened FP&A function enhancing Investor reporting, Board reports, Creditor compliance. Budgeting: Established new annual budgeting process, crafted and navigated significant cost reduction program. Operations: Stood up new Treasury function, implemented best practices across Billing, AR and AP mngt, migrated financials to new ERP systems (NetSuite)
KPMG Management Consulting
Principal
8/2016 - 7/2018
Deal Advisory Services / Strategy & Operations.
Provided strategic advice to leading Private Equity clients helping them execute complex transactions.
Drove “value creation” initiatives in PE-backed companies, directing Finance organization’s operational improvement programs
Ernst & Young (EY) Management Consulting
Principal
6/2009 - 5/2015
Transaction Advisory Services.
Provided strategic advice to leading Private Equity clients helping them execute complex transactions. Drove
Alvarez & Marsal Management Consulting
Managing Director
5/2006 - 5/2009
Enabled capital constrained businesses to improve liquidity and eliminate working capital inefficiencies. Turnaround: Led 2-year turnaround of $700M PE-backed cosmetics company. Cost reduction: Led $32M 6-month cost reduction effort for $1B PE-backed on-line travel company. Cash flow acceleration: Increased cash flow $120M by re-engineering back-office operations of $1B tech co.