Featured Talent

Profile

Corporate Finance Leader with 14 years’ experience in leading FP&A functions for 4 PE-backed companies (combined ~$3.2B revenue). FP&A experience includes building FP&A teams and processes from the ground up, building brand-new Service Lines P&Ls for profitability visibility, building 3 and 5-year Long Range Strategic plans, and leading margin improvement initiatives. Extensive hands-on experience working alongside operating partners at large PE sponsors, including Advent International, Bain, and Leonard Green Partners PE-facing experience includes preparation of quarterly Board presentations, debt covenant management ($100M term loan), M&A due diligence and integration (combined ~$500M in purchase price), and sell-side process (~2.5B exit)

Career Highlight 1: • Led the financial and operational integration of 4 acquired companies ($360M purchase price) with combined revenue of ~$330 million;• Hands-on key contributor in the realization of ~$100M in synergies (driving purchase multiple from 10x down to ~2.6x) • Supported LOI and due diligence process for 2 acquisitions• Led cancellation of $13M of office leases, and ~$25M in technology contracts• Supported 2026 sell-side process, projecting ~$2.5B exit (10x)• Partnered with EY in QoE material preparation

Career Highlight 2: • Led preparation of 13 consecutive Annual Budgets (FY13-FY25), including quarterly forecasts, and monthly financial reporting• Led a $70M+ SG&A budget – bottoms-up SG&A build through detailed planning with 10+ cost centers • Single-handedly led the BU’s 5-year Strategic Long-Range Plan – included detailed revenue initiatives (i.e. Member Strategy) and ROI• Work with Sales team during the client proposal review process (ACV review)

Career Highlight 3: • Designed and proposed “subscription model” – delivered $250K in annual revenue• Built business case for $2M carts deployment – supporting $4M in annual revenue• Built business case for Price Escalator – $23M since renewed with annual increase • Built business case to improve service line profitability (i.e. reduced guaranteed hours, reduced overnight coverage) – delivered $500K in annual Adj. EBITDA• Led the modelling of the ~$60M+ 5-year card incentive deal with MasterCard

Why Hire This Candidate (In Their Own Words): “Hands on Keyboard” approach. I actively log into NetSuite myself to pull transactions, access data SharePoints, and personally build financial models, in order to understand the business well and assist leaders with growth. “Working in the Trenches” approach. I partner with Operations leaders daily to help them understand their COGS structure, historical and go-forward margin trends, review vendors and spend, and partner together to achieve an incremental 100-200 bps.

Strengths: – Highly Analytical: prepares insightful financial analysis that enables business decisions- Build Partnerships: achieve productive and respectful internal partnerships to grow the business- Proactive: take charge and ownership of workstreams

Hobbies & Personal Interests: • Supporting 2 daughters during Girls Scouts cookie season – sold 1,400 boxes door-to-door in 2026, up 900 from prior year

Credentials: Certified Public Accountant (CPA), State of MO

Industry Experience: Consumer Packaged Goods, Healthcare, Manufacturing, Oil & Gas, Private Equity

Company Fit: Current company ($650M revenue; PE)Company #2 ($100M revenue; PE)Company #3 ($1B revenue; PE)Company #4 ($1.4B revenue; PE)Company #5 ($8B revenue; public)

Management Experience: 10 years management experienceLargest teams:- Company #3 (team of 4 FP&A FTEs)- Company #3 (team of 5 FP&A FTEs)

Software Experience: NetSuiteWorkdaySAPSalesforcePowerBI

Open To: Hybrid, In-office, Remote