Functional Skills
Financial Modeling
Financial Planning & Analysis (FP&A)
Organizational Design
Post-Merger Integration
Business Development
Business Planning
Customer Experience
Market Access Strategy
Market Research
Product Development
Product Launch
Product Strategy
Sales and Operations Planning (S&OP)
Strategic Planning
Supply Chain Management
Software Skills
PowerBI
SAP CRM
Machine Learning
Microsoft Excel
Netsuite
Workday
SAP
Tableau
Sector Experience
Financial Services
Healthcare
Industrials
Technology
Travel & Hospitality
Experience
ClearPoint CFO
Management Consulting
Founder and Chief Executive Officer
1/2024 - Present
• Interim CFO for multiple clients; stood up financial controls, GAAP close, forecasting, and KPI dashboards; delivered 48- hour cash visibility and 80% faster forecasting.
• Led strategy and planning cycles; aligned growth initiatives and strategic initiatives to funding, capacity, and risk constraints; improved EBITDA and working capital.
• Directed post merger integration workstreams; standardized policies and procedures, organizational structure, and PMO; captured synergy targets in two to three quarters.
• Implemented technology and systems including Oracle, NetSuite, Workday, Blackline, and BI platforms; automated reporting and advanced analytics for executive leadership.
• Partnered with operations on performance improvement and procurement savings; reduced SG&A and improved gross margin with measurable outcomes.
• Led strategy and planning cycles; aligned growth initiatives and strategic initiatives to funding, capacity, and risk constraints; improved EBITDA and working capital.
• Directed post merger integration workstreams; standardized policies and procedures, organizational structure, and PMO; captured synergy targets in two to three quarters.
• Implemented technology and systems including Oracle, NetSuite, Workday, Blackline, and BI platforms; automated reporting and advanced analytics for executive leadership.
• Partnered with operations on performance improvement and procurement savings; reduced SG&A and improved gross margin with measurable outcomes.
PWC Strategy&
Management Consulting
Director
8/2022 - 6/2024
• Built FP&A frameworks, driver based models, and rolling forecasts; improved accuracy and decision cadence for executive leadership and boards.
• Designed operating models and organizational design for scaling clients; clarified roles, spans and layers, and governance for effectiveness.
• Led transformations and program management office; delivered project management discipline across cross functional initiatives.
• Supported corporate development and M&A; performed financial analysis and underwriting; prepared investment and board materials.
• Designed operating models and organizational design for scaling clients; clarified roles, spans and layers, and governance for effectiveness.
• Led transformations and program management office; delivered project management discipline across cross functional initiatives.
• Supported corporate development and M&A; performed financial analysis and underwriting; prepared investment and board materials.
Alvarez and Marsal
Management Consulting
Director
4/2020 - 8/2022
• Delivered turnaround blueprints and performance improvement; installed cash management and 13 week cash flow; stabilized liquidity and vendors.
• Implemented financial controls and accounting operations upgrades; accelerated close and audit readiness; increased reporting accuracy.
• Launched business intelligence and advanced analytics; enabled variance analysis and operational KPIs for line leaders and PMO.
• Implemented financial controls and accounting operations upgrades; accelerated close and audit readiness; increased reporting accuracy.
• Launched business intelligence and advanced analytics; enabled variance analysis and operational KPIs for line leaders and PMO.
AMERICAN CAPITAL
Corporate Strategy & Development
Senior Vice President
6/2004 - 4/2020
• Managed a six-company portfolio near $1.2B TEV; drove IRR through zero based budgeting, ERP consolidation, and operational excellence programs.
• Presented monthly analytics to investors and boards; guided capital allocation, corporate strategy, and M&A decisions.
• Presented monthly analytics to investors and boards; guided capital allocation, corporate strategy, and M&A decisions.
JEFFERIES & CO
Finance
Analyst
7/2002 - 6/2004
• Built complex financial models for acquisitions, financings, and restructuring; supported negotiations and stakeholder communications.
• Closed 12+ transactions totaling 2.8B; executed research and problem solving under tight deadlines.
● Selected Transactions and Outcomes
• Transformation program: reduced SG&A by $25M and delivered double digit margin expansion through process optimization and procurement savings.
• Integration program: captured $32M EBITDA synergies in two quarters via post merger integration and IT consolidation; standardized KPIs and governance.
• Liquidity program: established 13-week cash flow and working capital playbooks; improved liquidity headroom and vendor stability.
• Closed 12+ transactions totaling 2.8B; executed research and problem solving under tight deadlines.
● Selected Transactions and Outcomes
• Transformation program: reduced SG&A by $25M and delivered double digit margin expansion through process optimization and procurement savings.
• Integration program: captured $32M EBITDA synergies in two quarters via post merger integration and IT consolidation; standardized KPIs and governance.
• Liquidity program: established 13-week cash flow and working capital playbooks; improved liquidity headroom and vendor stability.