Acquisition investment
Prioritized and invested in 14 global acquisitions that added $168M in annual revenue and more than $57M in margin.
Open to CFO, Interim CFO & Select Finance Leadership Opportunities
CFO · FINANCE & STRATEGY EXECUTIVE
Building stronger businesses through better finance.
I help CEOs, owners, and investors turn financial information into better decisions, stronger execution, and sustainable growth.
01 / SELECTED IMPACT
Results that strengthened the business.
Selected outcomes across private equity, public companies, manufacturing, distribution, retail, and global fintech.
Annual interest savings
Refinanced and renegotiated debt for an $80M multi-state retail business.
EBITDA improvement
Increased freight-cost recovery from 33% to more than 90% within a manufacturing and licensing business.
Lower inventory investment
Reduced days inventory on hand by 34% while supporting 13% revenue CAGR in a distribution business.
Business-day close
Resolved legacy accounting issues, automated processes, and created auditable financials across a PE portfolio.
Cash-flow growth
Helped transform a $195M U.S. business into a $474M global fintech leader while expanding margins from 12% to more than 20%.
02 / WHAT I BRING
Finance should not operate in a silo.
Today's CFO must understand the business behind the numbers. I bring financial discipline, operational understanding, and strategic perspective to help leadership teams create lasting value.
01
Strategic Finance
Connecting financial strategy to operating performance, growth priorities, and capital allocation.
02
Operational Finance
Building the forecasting, reporting, KPI, and cash-management disciplines leaders need to act decisively.
03
Transformation
Professionalizing finance teams, processes, and systems during periods of growth, complexity, or change.
04
Value Creation
Partnering with CEOs, owners, and investors to improve profitability, cash flow, and enterprise value.
03 / WHERE I CREATE VALUE
The right finance leader for moments that matter.
EXECUTIVE PROFILE
Strategic enough for the boardroom. Hands-on enough to build.
Experience across CFO, VP Finance, and Controller leadership in manufacturing, distribution, SaaS, fintech, pharmaceuticals, and B2B services—from growth-stage businesses to global enterprises.
View executive profileI am particularly effective when a company is:
- Scaling rapidly
- Professionalizing the finance function
- Preparing for a transaction or exit
- Improving profitability and cash flow
- Building forecasting and KPI discipline
- Moving beyond founder-led finance
- Integrating acquisitions or entities
- Navigating a turnaround or restructuring
PRIVATE & PE-BACKEDOwnership environments
GROWTH & CHANGETransformation leadership
STRATEGIC & HANDS-ONFrom insight to execution
04 / LEADERSHIP PERSPECTIVES
How I think about finance, leadership, and value.
01
CAREER LEADERSHIP
Now vs. Tomorrow: What ‘Potential to Become CFO’ Really Means
A credible career path needs more than possibility. It needs clarity about scope, accountability, and what it takes to earn the title.
02
EXECUTIVE LEADERSHIP
Managers Manage Work. Executives Lead People.
Managers organize tasks, processes, and deadlines. Executives create direction, develop people, align teams, and build the capabilities the business will need next.
03
HIRING STRATEGY
Hiring for Wants vs. Needs—and Today vs. Tomorrow
The right finance hire is defined by the problems the business must solve—not a wish list. Strong hiring decisions balance immediate needs with the organization being built for tomorrow.
05 / LET'S TALK
Is finance helping your business move forward?
I'm open to CFO, interim CFO, VP Finance, and select finance leadership opportunities where I can help build a stronger, more valuable business.