Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Modeling
Financial Management
Financial Planning & Analysis (FP&A)
Project Management
Strategic Planning
Budgeting
Forecasting / Projections
Venture Capital Investing
Divestitures
Investor Relations
Vendor Management
Software Skills
Alteryx
PowerBI
Tableau
Microsoft Excel
Quickbooks
Salesforce
Netsuite
Workday
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Life Sciences & Pharma
Real Estate
Technology
Travel & Hospitality
Experience
Nomads Advisory
Management Consulting
Owner; Professional Consultantto Founders & CEOs
10/2018 - Present
• Directed middle market recapitalization engagements leading financial modeling, project management, lender presentations, stakeholder management, and cross-functional teams, resulting in over $600M of successful recapitalizations
• Led investment underwriting for loans, including valuation, financial modeling, deal structuring, and project budgeting, resulting in over $150M of deployed capital
• Managed asset oversight for acquired properties including coordination of property managers, annual budgeting, forecasting, cash flow management, stakeholder management, and management reporting
• Clients have included family offices, start-ups, private credit funds, and middle-market PE-backed portfolio companies
• Led investment underwriting for loans, including valuation, financial modeling, deal structuring, and project budgeting, resulting in over $150M of deployed capital
• Managed asset oversight for acquired properties including coordination of property managers, annual budgeting, forecasting, cash flow management, stakeholder management, and management reporting
• Clients have included family offices, start-ups, private credit funds, and middle-market PE-backed portfolio companies
Advanced Group
Finance
Vice President, Finance – Direct Report to Chief Financial Officer
8/2024 - Present
• Advanced Group is a family of companies of distinct business units, including a staffing company, recruitment process outsourcing (RPO) company, and contract research outsourcing (CRO) company, which combined generate $200+ million of annual revenue
• Responsible for FP&A, Treasury, A/P, M&A, capital markets, and vendor management functions within the finance organization that serves three business units
• Implemented rolling zero-based budgeting methodology and monthly rolling forecasts methodology across the business and hosted monthly executive leadership team meetings to review financial results and updated forecast
• Responsible for FP&A, Treasury, A/P, M&A, capital markets, and vendor management functions within the finance organization that serves three business units
• Implemented rolling zero-based budgeting methodology and monthly rolling forecasts methodology across the business and hosted monthly executive leadership team meetings to review financial results and updated forecast
MBO Partners, Inc.
Finance
Head of FP&A
6/2021 - 5/2023
• Collaborated with Founder, CEO, and CFO to develop a strategic plan to redeem the preferred equity units and sell a majority of the company to a new private equity firm through a sell-side recapitalization process, resulting in a 25% increase in enterprise value from previously received offers and a successful sale of the company
• Evaluated buy-side acquisition opportunities, resulting in the closing of one controlling transaction and one joint venture focused on product enhancement
• Developed board materials and investor relations communications, leading to strong relationships with the private equity sponsor and lenders
• Evaluated buy-side acquisition opportunities, resulting in the closing of one controlling transaction and one joint venture focused on product enhancement
• Developed board materials and investor relations communications, leading to strong relationships with the private equity sponsor and lenders
PricewaterhouseCoopers LLP
Accounting
Senior Associate
9/2016 - 3/2021
• Led client project execution on mergers & acquisitions, divestitures and carve-out financial statements, IPOs, and debt offerings for pharmaceutical, biotechnology, technology, and private equity clients
• Formally trained in advanced tools (PowerBI, PowerPivot, PowerQuery, Alteryx, and Tableau), leading to enhanced analysis on client engagements
• Achieved an accelerated promotion to Senior Associate and earned highest ranking in all annual performance reviews
• Formally trained in advanced tools (PowerBI, PowerPivot, PowerQuery, Alteryx, and Tableau), leading to enhanced analysis on client engagements
• Achieved an accelerated promotion to Senior Associate and earned highest ranking in all annual performance reviews