Functional Skills
Business Analysis
Business Development
Business Operations
Financial Management
Project Management
Process Improvements
Financial Modeling
Budgeting
Accounting
Employee Retention
Business Intelligence
IT Asset Management
Accounting Software Implementation
Real Estate Investing
Software Skills
Salesforce
Microsoft Excel
Netsuite
Quickbooks
Carta
Certifications
CFAChartered Financial Analyst
Sector Experience
Consumer Goods
Financial Services
Healthcare
Life Sciences & Pharma
Real Estate
Languages
English
Countries Worked In
USCase Study
Case Studies
Secured SBA Loan
Real Estate
Accounting
Financial Modeling
Bulge Bracket Investment Banks
Fortune 500
Experience
Red Lion Advisors, LLC
Management Consulting
Managing Partner
9/2024 - Present
Business advisory firm focused on providing consulting services to middle market businesses including capital structuring, debt & equity, M&A and valuation, product market fit, and go to market strategy.
• 1-year fractional CFO role with an Arizona Medical Device CDMO
• Oversaw financial statement preparation and stakeholder communication.
• Sourced and closed a new $350k SBA Term Loan, refinancing existing debt.
• 4-month fractional CFO project for a New-England based toxicology services provider
• Updated the company's P&L from cash basis to accrual.
• Sourced over $1mm of new debt for refinancing of existing high-interest indebtedness.
• 7-month fractional CFO assignment with a $20mm CA/AZ based home remodeling / construction company
• Converted financials from cash to accrual and procured over $500k in a Corporate Card program.
• Additionally secured $1.5mm in SBA funding refinancing existing high interest debt.
• Assisted with personal and corporate tax planning.
• Oversaw all finance, accounting, and treasury, including contractor payroll and vendor management.
• Trained AR specialists on Quickbooks integration with ERP along with monthly bank reconciliations.
• 1-year fractional CFO role with an Arizona Medical Device CDMO
• Oversaw financial statement preparation and stakeholder communication.
• Sourced and closed a new $350k SBA Term Loan, refinancing existing debt.
• 4-month fractional CFO project for a New-England based toxicology services provider
• Updated the company's P&L from cash basis to accrual.
• Sourced over $1mm of new debt for refinancing of existing high-interest indebtedness.
• 7-month fractional CFO assignment with a $20mm CA/AZ based home remodeling / construction company
• Converted financials from cash to accrual and procured over $500k in a Corporate Card program.
• Additionally secured $1.5mm in SBA funding refinancing existing high interest debt.
• Assisted with personal and corporate tax planning.
• Oversaw all finance, accounting, and treasury, including contractor payroll and vendor management.
• Trained AR specialists on Quickbooks integration with ERP along with monthly bank reconciliations.
MDPanel
Finance
Vice President of Finance
9/2023 - 8/2024
ACQUIRED CALIFORNIA MEDICAL EVALUATORS IN SEPTEMBER 2023
Ran the financial operations and treasury units (team of 17) including AR, collections, AP, and banking. Drove scalable processes in alignment with the PE owners' targets.
• Oversaw the post-merger integration plans of bolt-on platform additions including review and consolidation of existing banking relationship accounts.
• Set up ZBA structure and an investment sweep, projected to add over $15k of interest (net of fees).
• Facilitated the monthly calculation and payment for over 600 independent contracted physicians (1099s).
• Prepared monthly real estate payments for 40 leased properties and over 150 per diem office spaces.
• Maintained 99.5% AR collection rate (monitoring DSO), any write-offs/credit memos, along with the approval and scheduling of expenditures to keep an accurate DPO.
Ran the financial operations and treasury units (team of 17) including AR, collections, AP, and banking. Drove scalable processes in alignment with the PE owners' targets.
• Oversaw the post-merger integration plans of bolt-on platform additions including review and consolidation of existing banking relationship accounts.
• Set up ZBA structure and an investment sweep, projected to add over $15k of interest (net of fees).
• Facilitated the monthly calculation and payment for over 600 independent contracted physicians (1099s).
• Prepared monthly real estate payments for 40 leased properties and over 150 per diem office spaces.
• Maintained 99.5% AR collection rate (monitoring DSO), any write-offs/credit memos, along with the approval and scheduling of expenditures to keep an accurate DPO.
California Medical Evaluators
Finance
Vice President of Finance
9/2022 - 9/2023
WAS ACQUIRED BY MDPANEL IN SEPTEMBER 2023
Ran the finance department (team of 12) of the PE-Backed CME, including accounting, financial operations, treasury, and FP&A. Owned 2022 and 2023 P&L's of $40m and $50m, respectively. Presented monthly to the Board of Directors all financial statement results and provided a 30, 60, and 90-day revenue outlook.
• Built 2023 fiscal year budget and oversaw 19.8% revenue coupled with a 22.5% EBITDA growth YoY.
• Facilitated Unqualified Opinions for the financial audits for FY2022 and FY2023. Ensured that all quarterly estimated tax payments were made to the State based on tax planners.
• Sourced over $2.0mm from the Employee Retention Tax Credit.
• Onboarded a new payroll system vendor cuting prep time by 6 hours and creating $25k in annual savings.
• Replaced vendors saving over $28k annually (A/P - $18k and merchant services - $10k) in costs.
• Successfully led a transaction process resulting in the sale of company to a Strategic Buyer.
Ran the finance department (team of 12) of the PE-Backed CME, including accounting, financial operations, treasury, and FP&A. Owned 2022 and 2023 P&L's of $40m and $50m, respectively. Presented monthly to the Board of Directors all financial statement results and provided a 30, 60, and 90-day revenue outlook.
• Built 2023 fiscal year budget and oversaw 19.8% revenue coupled with a 22.5% EBITDA growth YoY.
• Facilitated Unqualified Opinions for the financial audits for FY2022 and FY2023. Ensured that all quarterly estimated tax payments were made to the State based on tax planners.
• Sourced over $2.0mm from the Employee Retention Tax Credit.
• Onboarded a new payroll system vendor cuting prep time by 6 hours and creating $25k in annual savings.
• Replaced vendors saving over $28k annually (A/P - $18k and merchant services - $10k) in costs.
• Successfully led a transaction process resulting in the sale of company to a Strategic Buyer.
IMAGING ENDPOINTS, LLC
Finance
Vice President, Finance
5/2021 - 9/2022
Principal strategist of daily financial operations, including AR / AP, cash, monthly reporting, and payroll.
• Completed the 2022 annual company budget, as well as 10 departmental budgets.
• Responsible for $20m annual P&L and manager of 5 direct / indirect reports, including India-based personnel.
• Secured $25K+ in annual savings through the sourcing of a new banking partner.
• Expanded the company globally by opening new bank accounts in the Netherlands and Switzerland.
• Completed the 2022 annual company budget, as well as 10 departmental budgets.
• Responsible for $20m annual P&L and manager of 5 direct / indirect reports, including India-based personnel.
• Secured $25K+ in annual savings through the sourcing of a new banking partner.
• Expanded the company globally by opening new bank accounts in the Netherlands and Switzerland.
Bank of America
Finance
Vice President & Senior Relationship Manager
1/2019 - 5/2021
Trusted advisor to 30+ owners and senior leaders of businesses, delivering analysis and capital for target projects.
• Performed comprehensive financial and risk analysis, including modeling, scenario, and sensitivity analyses.
• Brought in over $1.5mm in new deposits and $100k in fee revenue by signing 5 clients.
● Additional Experience
• Performed comprehensive financial and risk analysis, including modeling, scenario, and sensitivity analyses.
• Brought in over $1.5mm in new deposits and $100k in fee revenue by signing 5 clients.
● Additional Experience
BBVA Compass Bank
Finance
Banking Relationship Manager, Emerging Companies
8/2017 - 11/2018
Trusted advisor to owners and senior leaders of businesses, delivering analysis and capital for target projects. Performed comprehensive financial and risk analysis, including modeling, scenario, and sensitivity analyses. Legal document review.
Wells Fargo
Finance
Municipal Corporate Trust Account Manager
11/2010 - 8/2017
Trust account manager for a portfolio of Municipal / Muni-conduit bond issues. Oversaw and invested cash appropriately and provided agency services between the debt issuers and the institutional / high net worth individual investors. Facilitated monthly / quarterly investor payments. Legal document review.
LASALLE BANK
Finance
Products Trust Relationship Manager
6/2007 - 11/2010
Trust account manager for a portfolio of Asset-backed (ABS, RMBS, CMBS) CDO bond issues. Oversaw and invested cash appropriately and provided agency services between the debt issuers and the institutional / high net worth individual investors. Facilitated monthly / quarterly investor payments as well as risk offsetting derivatives via waterfall construction. Legal document review.
Taylor Capital Group
Finance
Senior Commercial Banking Relationship Manager
9/2004 - 5/2007
Trusted advisor to owners and senior leaders of businesses, delivering analysis and capital for target projects. Performed comprehensive financial and risk analysis, including modeling, scenario, and sensitivity analyses. Legal document review.
Crowe
Management Consulting
Senior Loan Review Consultant, Financial Institutions
11/2003 - 9/2004
Consulted with community banking organizations assisting with internal audits and credit portfolio reviews.