Featured Talent

Profile

Senior Strategic Leader and ecosystem builder with progressive experience in shaping and bringing to life enterprise-wide business transformation initiatives. Known as a visionary thought leader with a creative and learning mindset that aligns organizational capabilities with strategic business objectives. Proven track record in leading large cross-functional teams that deliver results in business model innovation, organizational development, performance management systems, and complex change management all within the finance industry.

Career Highlight 1: Developed a 10-year financial model for a medical device startup company that is being used to estimate Seed, Series A, and Series B funding needs. This has helped the company raise $5m in seed funding to date.

Career Highlight 2: Led a team to develop a new sales support role available for hundreds of branches that generated $20m in additional revenue.

Career Highlight 3: Developed the first ever performance management system for 20,000 employees that connected support staff to business outcomes delivering customer and cost savings results.

Why Hire This Candidate (In Their Own Words): I am skilled at moving from ambiguity to concrete action. Deep experience establishing new functions and aligning strategies to growth objectives. Able to take complicated financial data and simplify to focus on the most important business decisions.

Strengths: 1) Experienced in taking new ideas from ideation to execution including navigating change, 2) Ability to work across stakeholders including finance, HR, sales, legal, 3) Understanding of how to balance tight cash management with strategic investments

Hobbies & Personal Interests: Backpacking, home improvement, cooking, and generally being outdoors.

Education: BS Finance & Management, MBA

Credentials: Series 7, 66, and 24. Life and health insurance licensed. Prosci Change Management Certification.

Industry Experience: Financial Services, Life Sciences and Biotech

Company Fit: Large and startup

Management Experience: 14+ years of management experience of teams up to 40

Software Experience: Salesforce, Quickbooks, Excel

Open To: Hybrid, In-office, Remote