CFO Candidate #10

San Diego, CA

Executive Search, Finance



Versatile, affable, and strategic CFO with an MBA and a history of success across multiple industries in both startups and large public companies. Self-motivated with the ability to drive financial results within operations, sales, product management, and strategic growth areas. A highly adaptable, proactive and strategic thinker, able to execute productive analyses, plans and recommendations for improving operations and financial results through keen business insight and integrity. Seeking value-added finance business partner roles with companies serious about strategic growth.

Why Hire This Candidate (In Their Own Words): “You’re getting someone experienced from multiple industries. I can bridge the gap between individuals to build a cohesive team, and I can also build infrastructure to align with the company’s strategy and set them up for massive growth.”

Strengths: (1) detail-oriented, (2) ability to deliver data-driven objective insights, (3) ability to span across legal, HR, sales and finance, (4) financial discipline, and (5) understands how to deploy capital in the right way.

Career Highlight 1: Closed 2 rounds of financing including a a 9-figure round and a Series C round for $37m (can get on stage and pitch to investors).

Career Highlight 2: Took over an $11b/year P&L and created a plan to grow revenue, which was ultimately successful and added another $1b to the top-line.

Hobbies & Personal Interests: Surfing and fishing.

Education: BS Acct/Fin, MBA

Credentials: Team Leader / Sergeant, United States Marine Corp

Industry Experience: Fintech, Healthcare, Life Sciences and Biotech, Technology

Management Experience: 15+ years’ experience managing small teams, including a team of up to 20 global staff.

Systems Experience: SalesForce, Hyperion, Tableau, Adaptive Insights, Excel.

Open To: Hybrid, In-office, Remote

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