Functional Skills
Budgeting
Benchmarking
Strategic Planning
Financial Modeling
Forecasting / Projections
Operations Management
Private Equity Investing
Sales and Operations Planning (S&OP)
Finance Transformation
Business Intelligence
Business Analysis
Financial Planning & Analysis (FP&A)
Financial Due Diligence
Financial Management
Growth Strategy
Software Skills
Microsoft PowerPoint
Microsoft Excel
Microsoft Office
Quickbooks
Netsuite
Sector Experience
Consumer Goods
Technology
Travel & Hospitality
Fortune 500
Experience
GrowthFrame
Management Consulting
Fractional CFO & Strategic Growth Advisor
6/2025 - Present
GrowthFrame™ is a modern platform for strategic finance, growth advisory, and founder tools - built for high-growth, metrics-driven companies.
We help founders scale profitably and operate with greater clarity by combining:
• Strategic CFO & FP&A support
• Productized financial advisory services
• Growth playbooks, dashboards, and tools
Currently working with companies across CPG, eCommerce, Health & Wellness, SaaS, and emerging tech.
We help founders scale profitably and operate with greater clarity by combining:
• Strategic CFO & FP&A support
• Productized financial advisory services
• Growth playbooks, dashboards, and tools
Currently working with companies across CPG, eCommerce, Health & Wellness, SaaS, and emerging tech.
Analytified
Management Consulting
Fractional CFO & Strategic Growth Advisor
5/2016 - 6/2025
• Fractional CFO & advisory services to help high-growth companies optimize financial performance and develop scalable growth strategies.
• Expertise in financial advisory, financial modeling and analysis, strategic planning, fundraising strategy, cash flow management, budgeting & forecasting, KPI dashboards, etc.
• Worked with high-growth companies across a variety of industries including CPG/food & beverage, eCommerce, SaaS, Travel & Tourism, FinTech, and others.
• Expertise in financial advisory, financial modeling and analysis, strategic planning, fundraising strategy, cash flow management, budgeting & forecasting, KPI dashboards, etc.
• Worked with high-growth companies across a variety of industries including CPG/food & beverage, eCommerce, SaaS, Travel & Tourism, FinTech, and others.
ISS Corporate Solutions
Management Consulting
EVA Advisory & Financial Solutions
10/2018 - 4/2022
• Provided financial modeling and analysis, competitive benchmarking, long-range planning and forecasting, KPI dashboards and analytics, and other services to Fortune 500 clients.
• Prepared research to support shareholder vote of Bristol Myers Squib/Celgene acquisition (3rd largest in pharmaceutical industry history)
• Sample clients: Kellogg, Honeywell, Merck, Novartis, BorgWarner, Dow Chemical, Johnson & Johnson, Express, etc.
• Prepared research to support shareholder vote of Bristol Myers Squib/Celgene acquisition (3rd largest in pharmaceutical industry history)
• Sample clients: Kellogg, Honeywell, Merck, Novartis, BorgWarner, Dow Chemical, Johnson & Johnson, Express, etc.
New Global Wellness
Operations
Chief Financial Officer & Co-Founder
11/2019 - 12/2021
• Developed and sold functional plant-based immunity wellness products specifically targeted to the needs of the senior wellness market.
• Managed the eCommerce platform, product inventory, channel strategy, supplier relationships, financials, etc.
• Managed the eCommerce platform, product inventory, channel strategy, supplier relationships, financials, etc.
EVA Dimensions
Management Consulting
Senior Financial Analyst, Corporate Consulting Services
1/2017 - 10/2017
• Performed historical and trend analysis, consensus forecast modeling, and peer benchmarking for Fortune 500 clients using EVA methodology
• Evaluated strategic plans, capital project decisions, and potential M&A targets
• Built internal dashboards to provide additional value to clients
• Evaluated strategic plans, capital project decisions, and potential M&A targets
• Built internal dashboards to provide additional value to clients
Robert Half Management Resources
Finance
Senior FP&A / Finance Consultant
8/2014 - 12/2016
1) Fashion Forms – Women's Apparel Manufacturer
• Created a long-term financial model to forecast company earnings, cash flow, and bank credit line availability
2) Kingstar Ventures – Insurance Industry Customer Acquisition & Product Sales
• Streamlined and automated monthly revenue and A/R calculations, allowing the team to close the monthly books in days instead of weeks.
• Developed forecast models used to create reserve accounts to estimate cancellations, refunds, etc.
3) WorldPay SN (formerly SecureNet) – Global Payment Processing Technology
• Prepared monthly revenue, operating statistics, & analysis for WorldPay HQ throughout the acquisition process
• Provided business insight & analysis to support the corporate forecasting process for SecureNet
4) NFP Financial Services – Industry-leading Insurance Broker
• Developed a sophisticated tracking metrics model & analytics for the company-wide implementation of Salesforce & managed implementation for the Northeast region.
• Created a long-term financial model to forecast company earnings, cash flow, and bank credit line availability
2) Kingstar Ventures – Insurance Industry Customer Acquisition & Product Sales
• Streamlined and automated monthly revenue and A/R calculations, allowing the team to close the monthly books in days instead of weeks.
• Developed forecast models used to create reserve accounts to estimate cancellations, refunds, etc.
3) WorldPay SN (formerly SecureNet) – Global Payment Processing Technology
• Prepared monthly revenue, operating statistics, & analysis for WorldPay HQ throughout the acquisition process
• Provided business insight & analysis to support the corporate forecasting process for SecureNet
4) NFP Financial Services – Industry-leading Insurance Broker
• Developed a sophisticated tracking metrics model & analytics for the company-wide implementation of Salesforce & managed implementation for the Northeast region.
Accretive Solutions
Finance
Finance Consultant
11/2011 - 4/2014
1) Chassix Automotive – $1B (post-merger) Automotive Supplier
• Analyzed balance sheet activity to prepare 200+ adjusting entries to the company's past financial statements as part of a private equity merger integration team
• Assisted with consolidation of foreign trial balances from Brazil, China, and France
• Performed other ad-hoc analyses, including cutoff testing, lease analysis, fixed asset valuation review, etc.
2) Lear Corporation - Tier-1 Automotive Supplier
• Calculated depreciation expense for 80+ US and foreign entities, including FX differences, for CorpTax and tax returns
3) Vista Maria – Non-Profit
• Implemented a new client management & billing system to streamline operations throughout the company
• Performed data verification and user acceptance testing while making improvement and control recommendations
• Analyzed balance sheet activity to prepare 200+ adjusting entries to the company's past financial statements as part of a private equity merger integration team
• Assisted with consolidation of foreign trial balances from Brazil, China, and France
• Performed other ad-hoc analyses, including cutoff testing, lease analysis, fixed asset valuation review, etc.
2) Lear Corporation - Tier-1 Automotive Supplier
• Calculated depreciation expense for 80+ US and foreign entities, including FX differences, for CorpTax and tax returns
3) Vista Maria – Non-Profit
• Implemented a new client management & billing system to streamline operations throughout the company
• Performed data verification and user acceptance testing while making improvement and control recommendations
General Motors
Finance
Internal Auditor
8/2010 - 8/2011
• Performed reviews of high-risk activities in a variety of organizational and functional activities including real estate, global security, executive expense reporting, etc.
• Assessed risks, evaluated effectiveness of internal controls, & made recommendations for improvement to management.
• Assessed risks, evaluated effectiveness of internal controls, & made recommendations for improvement to management.