Functional Skills
Financial Planning & Analysis (FP&A)
Audit Readiness
Financial Modeling
Financial Management
Accounting Software Implementation
AI Strategy
Artificial Intelligence
Business Analysis
Financial Due Diligence
Forecasting / Projections
Growth Strategy
M&A Transaction Readiness
M&A Support
Accounting
Financial Statement Preparation
Sector Experience
Business Services
Consumer Goods
Financial Services
Life Sciences & Pharma
Technology
Countries Worked In
AS CN HR CZ FR DE HU IT MX PL RO RU SKExperience
Expert CFO Solutions
Start-Up
Fractional CFO | Founder
1/2009 - Present
Selected Achievements:
Secured $600M+ in capital from VC, PE, and institutional investors.
Executed 100+ M&A transactions across the U.S., Europe, and Asia, including roll-ups and cross-border deals.
Prepared multiple companies for IPO and exit, delivering investor returns up to 26X.
Directed SEC compliance (10-K, 10-Q, 8-K filings) and led PCAOB audits.
Implemented AI-enabled forecasting and KPI dashboards that reduced reporting cycles and improved decision accuracy.
Delivered board-ready investor reporting that supported fundraising, acquisitions, and market expansion.
Drove $10M+ in annual savings through operational restructuring and cost optimization.
Secured $600M+ in capital from VC, PE, and institutional investors.
Executed 100+ M&A transactions across the U.S., Europe, and Asia, including roll-ups and cross-border deals.
Prepared multiple companies for IPO and exit, delivering investor returns up to 26X.
Directed SEC compliance (10-K, 10-Q, 8-K filings) and led PCAOB audits.
Implemented AI-enabled forecasting and KPI dashboards that reduced reporting cycles and improved decision accuracy.
Delivered board-ready investor reporting that supported fundraising, acquisitions, and market expansion.
Drove $10M+ in annual savings through operational restructuring and cost optimization.
Prior Company
Finance
Investment Banker / Private Equity
1/1996 - 1/2008
Investment Banker, Global Hunter Securities (VP, 2006–2008): Raised $200M+ for public/private companies across U.S., Europe, and Asia.
Private Equity, LifeBase Holdings (Director, 2002–2006): Led acquisitions of insurance companies with billion dollar portfolios.
Investment Banker, OffRoad Capital (1999–2001): Raised $200M+ in Series A–D venture rounds for early-stage technology companies.
Private Equity, Lazard Frères led PE Fund (Director, 1996–1999): Executed 50+ cross-border deals in Europe; managed investor relations across U.S., Asia, and Europe.
Private Equity, LifeBase Holdings (Director, 2002–2006): Led acquisitions of insurance companies with billion dollar portfolios.
Investment Banker, OffRoad Capital (1999–2001): Raised $200M+ in Series A–D venture rounds for early-stage technology companies.
Private Equity, Lazard Frères led PE Fund (Director, 1996–1999): Executed 50+ cross-border deals in Europe; managed investor relations across U.S., Asia, and Europe.