Functional Skills
Business Analysis
Business Operations
Financial Management
Financial Planning & Analysis (FP&A)
Leadership Development
Risk Management
Strategic Planning
Variance Analysis
Budgeting
Benchmarking
Accounting
Regulatory Compliance
Accounts Receivable
Cost Reduction
Process Improvements
Software Skills
Microsoft Excel
ADP
Asana
Database migration
Data visualization
DocuSign
Dropbox
Google BigQuery
Google Sheets
Hubspot
JSON
Salesforce
Quickbooks
Sector Experience
Financial Services
Healthcare
Real Estate
Social & Public Sector
Technology
Countries Worked In
USExperience
Advocacy Initiative for Development (AID)
Corporate Strategy & Development
Board Member & Chief Economic Officer
9/2024 - Present
• Serving as the financial leader of a nonprofit organization focused on economic empowerment and policy advocacy for underserved communities, providing strategic guidance on resource allocation, budget planning, and mission-aligned capital deployment in Africa
• Led the development of the organization's first multi-year strategic financial plan, aligning fiscal policy with programmatic growth, compliance standards, and donor expectations
• Implemented budgeting and forecasting tools to support grant applications and impact reporting; improved clarity and accountability for program-based spending
• Developed internal controls and finance policies to support transparency, funder trust, and audit readiness, aligned with GAAP and nonprofit best practices
• Oversaw the finance, audit, and risk elements of board governance including 990 preparation review, internal compliance checklists, and program-cost efficiency metrics
• Spearheaded the digitization of financial operations and reporting processes to increase organizational agility and responsiveness to funders
• Advocated for ethics, inclusivity, and stakeholder transparency in all financial decisions, supporting the organization's DEI and community-first values
• Led the development of the organization's first multi-year strategic financial plan, aligning fiscal policy with programmatic growth, compliance standards, and donor expectations
• Implemented budgeting and forecasting tools to support grant applications and impact reporting; improved clarity and accountability for program-based spending
• Developed internal controls and finance policies to support transparency, funder trust, and audit readiness, aligned with GAAP and nonprofit best practices
• Oversaw the finance, audit, and risk elements of board governance including 990 preparation review, internal compliance checklists, and program-cost efficiency metrics
• Spearheaded the digitization of financial operations and reporting processes to increase organizational agility and responsiveness to funders
• Advocated for ethics, inclusivity, and stakeholder transparency in all financial decisions, supporting the organization's DEI and community-first values
ThoughtForm Partners
Finance
Co-Founder & Principal
1/2022 - Present
• Founded and operated a real estate investment and development company, overseeing full-cycle deal execution from acquisition and underwriting to development, capital markets structuring, and disposition
• Led all underwriting for acquisitions building pro formas, multi-variable sensitivity tables, and IRR/NPV stress cases that informed go/no-go decisions and optimized the debt-equity mix
• Identified, underwrote and secured over $25M in real estate assets and managed capital raises across debt and equity markets to meet investment criteria
• Led all underwriting for acquisitions building pro formas, multi-variable sensitivity tables, and IRR/NPV stress cases that informed go/no-go decisions and optimized the debt-equity mix
• Identified, underwrote and secured over $25M in real estate assets and managed capital raises across debt and equity markets to meet investment criteria
Prodigy Resources
Finance
Chief Financial Officer & Chief Operating Officer
5/2019 - 10/2024
• Built and led high-performing teams across finance, accounting, FP&A, tax, treasury, operations, account management, and sales functions to ensure smooth operations and regulatory compliance
• Spearheaded strategic finance, monitoring, and execution, doubling revenue from $9MM to $20MM through revenue acceleration and EBIDTA margin expansion
• Created and maintained advanced financial models, revenue forecasts, and unit economic dashboards to guide C-suite decisions
• Led capital strategy and debt restructuring efforts to optimize the company's financial position, improve liquidity, and support long-term growth leading to a 40% increase in enterprise value
• Developed and implemented company-wide process improvements that identified inefficiencies resulting in a 30% increase in productivity while reducing operating expenditures by 15%
• Orchestrated the strategic development and launch of new product/service offerings, diversifying revenue streams to diminish seasonal volatility, propel top-line growth, and fortify the company's risk profile
• Led an ownership restructure and partner(s) buyout, navigating complex negotiations and financial engineering to secure the company's strategic autonomy, resulting in a 40% increase in enterprise value and positioning the firm for accelerated growth
• Leveraged risk management and regulatory expertise to design and implement robust audit policies and procedures, enhancing accuracy and efficiency
• Secured new credit facilities
• Spearheaded strategic finance, monitoring, and execution, doubling revenue from $9MM to $20MM through revenue acceleration and EBIDTA margin expansion
• Created and maintained advanced financial models, revenue forecasts, and unit economic dashboards to guide C-suite decisions
• Led capital strategy and debt restructuring efforts to optimize the company's financial position, improve liquidity, and support long-term growth leading to a 40% increase in enterprise value
• Developed and implemented company-wide process improvements that identified inefficiencies resulting in a 30% increase in productivity while reducing operating expenditures by 15%
• Orchestrated the strategic development and launch of new product/service offerings, diversifying revenue streams to diminish seasonal volatility, propel top-line growth, and fortify the company's risk profile
• Led an ownership restructure and partner(s) buyout, navigating complex negotiations and financial engineering to secure the company's strategic autonomy, resulting in a 40% increase in enterprise value and positioning the firm for accelerated growth
• Leveraged risk management and regulatory expertise to design and implement robust audit policies and procedures, enhancing accuracy and efficiency
• Secured new credit facilities
Gapnurse
Start-Up
Financial Strategy Officer / Chief Financial Officer
3/2021 - 4/2022
• Recruited to build and scale operations towards funding milestones, steering product launch and go-to market strategy within the healthcare technology space
• Implemented robust financial controls, reporting processes, and data governance practices to ensure data integrity and inform decision making
• Developed FP&A frameworks, including financial forecasting, variance analysis, and investment evaluations to support strategic growth
• Developed investor-grade pro forma statements, cash burn forecasts, and funding milestone plans for upcoming Series A raise
• Implemented robust financial controls, reporting processes, and data governance practices to ensure data integrity and inform decision making
• Developed FP&A frameworks, including financial forecasting, variance analysis, and investment evaluations to support strategic growth
• Developed investor-grade pro forma statements, cash burn forecasts, and funding milestone plans for upcoming Series A raise
Bank of Colorado
Finance
Vice President, Commercial Lending
1/2018 - 9/2019
• Underwrote and structured over $300MM in commercial and industrial (C&I) credit facilities, including equipment finance and capital expenditures, relevant to manufacturing operations
• Assigned to lead turnaround of southern Colorado portfolio, identifying and mitigating risks, implementing risk management procedures, while creating and executing on work out strategies for distressed assets
• Assigned to lead turnaround of southern Colorado portfolio, identifying and mitigating risks, implementing risk management procedures, while creating and executing on work out strategies for distressed assets
Federal Reserve
Finance
Regulator: Banks & Financial Institutions
6/2015 - 12/2017
• Conducted regulatory audits and stress testing of multi-billion-dollar credit portfolios across diverse industries, evaluating capital adequacy, liquidity risk, financial reporting accuracy/GAAP compliance, and enterprise risk management practices
• Led regulatory audits of underperforming institutions, including portfolio valuation, reserve analysis, and credit risk rating adjustments
• Built and executed financial scenario models and stress tests to assess institutional resilience under adverse market conditions
• Delivered key audit findings and risk assessments to C-suite stakeholders, boards of directors, and federal leadership, informing strategic decisions and policy actions
• Led IT and cybersecurity examinations for multi-billion-dollar banks nationwide, evaluating information security frameworks, vendor risk management, business continuity planning, and regulatory compliance with FFIEC and GLBA standards.
• Appointed as a subject matter expert to the Federal Reserve’s asset/liability management committee, advising on balance sheet risk, interest rate risk, and capital structure strategies
• Authored high-impact, policy-driven audit reports and executive briefings, leveraging advanced financial analysis to influence regulatory decisions and organizational direction
• Led regulatory audits of underperforming institutions, including portfolio valuation, reserve analysis, and credit risk rating adjustments
• Built and executed financial scenario models and stress tests to assess institutional resilience under adverse market conditions
• Delivered key audit findings and risk assessments to C-suite stakeholders, boards of directors, and federal leadership, informing strategic decisions and policy actions
• Led IT and cybersecurity examinations for multi-billion-dollar banks nationwide, evaluating information security frameworks, vendor risk management, business continuity planning, and regulatory compliance with FFIEC and GLBA standards.
• Appointed as a subject matter expert to the Federal Reserve’s asset/liability management committee, advising on balance sheet risk, interest rate risk, and capital structure strategies
• Authored high-impact, policy-driven audit reports and executive briefings, leveraging advanced financial analysis to influence regulatory decisions and organizational direction
Office of Examinations: FCA
Finance
Regulator: Banks & Financial Institutions
6/2013 - 6/2015
Conducted regulatory audits and stress testing of multi-billion-dollar credit portfolios across diverse industries, evaluating capital adequacy, liquidity risk, financial reporting accuracy/GAAP compliance, and enterprise risk management practices
• Led regulatory audits of underperforming institutions, including portfolio valuation, reserve analysis, and credit risk rating adjustments
• Built and executed financial scenario models and stress tests to assess institutional resilience under adverse market conditions
• Delivered key audit findings and risk assessments to C-suite stakeholders, boards of directors, and federal leadership, informing strategic decisions and policy actions
• Led IT and cybersecurity examinations for multi-billion-dollar banks nationwide, evaluating information security frameworks, vendor risk management, business continuity planning, and regulatory compliance with FFIEC and GLBA standards.
• Appointed as a subject matter expert to the Federal Reserve’s asset/liability management committee, advising on balance sheet risk, interest rate risk, and capital structure strategies
• Authored high-impact, policy-driven audit reports and executive briefings, leveraging advanced financial analysis to influence regulatory decisions and organizational direction
• Led regulatory audits of underperforming institutions, including portfolio valuation, reserve analysis, and credit risk rating adjustments
• Built and executed financial scenario models and stress tests to assess institutional resilience under adverse market conditions
• Delivered key audit findings and risk assessments to C-suite stakeholders, boards of directors, and federal leadership, informing strategic decisions and policy actions
• Led IT and cybersecurity examinations for multi-billion-dollar banks nationwide, evaluating information security frameworks, vendor risk management, business continuity planning, and regulatory compliance with FFIEC and GLBA standards.
• Appointed as a subject matter expert to the Federal Reserve’s asset/liability management committee, advising on balance sheet risk, interest rate risk, and capital structure strategies
• Authored high-impact, policy-driven audit reports and executive briefings, leveraging advanced financial analysis to influence regulatory decisions and organizational direction
IPI Capital Markets
Finance
Assistant Vice President – Bond Trader
3/2012 - 5/2013
• Managed $300M+ hedge fund portfolio with full discretion on investment selection and zero trade errors.
• Executed daily municipal bond trades delivering portfolio returns well above benchmarks.
• Conducted issuer and deal analysis to formulate investment strategies aligned with market trends.
• Executed daily municipal bond trades delivering portfolio returns well above benchmarks.
• Conducted issuer and deal analysis to formulate investment strategies aligned with market trends.
Janus Capital Group
Finance
Intermediary Distribution Group – Internal Wholesaler
8/2009 - 3/2012
• Performed in-depth risk-adjusted performance analysis on investment strategies
• Acquired $200M+ in annual net new assets
• Acquired $200M+ in annual net new assets
Charles Schwab
Finance
Trader
9/2008 - 7/2009
• Handled equity, fixed income, and derivative trades up to millions in market risk without errors.
• Ranked in the top 25% of peers nationally
• Ranked in the top 25% of peers nationally