Featured Talent

Profile

Finance leader recognized for blending analytical rigor with a collaborative and approachable leadership style. Known as a player-coach who digs into details to identify process gaps while empowering teams to perform at their best. Thrives in high-growth, complex environments where clarity, speed, and discipline are essential. Communicates financial complexity in a way that drives alignment among executives, boards, and investors. Builds trust quickly, fosters cross-functional collaboration, and instills accountability without sacrificing support. Colleagues describe an ambitious, driven professional deeply committed to both business outcomes and team development. Brings curiosity and discipline to every challenge, consistently simplifying complexity, elevating performance, and creating a culture where people feel motivated and engaged.

Career Highlight 1: Redesigned the month-end close process, reducing cycle time by 8 business days. Introduced transaction-level analysis that revealed incorrect categorizations, missed accruals, and recurring system-level posting errors. Partnered with AR, AP, and IT teams to address issues at the source and strengthen controls. The result was faster closes, improved accuracy, and more reliable reporting for leadership.

Career Highlight 2: Led the execution of a $300M term loan to fund expansion. Partnered with the investment bank to narrow lender proposals and coordinated diligence across executives, board members, investors, internal teams, counsel, and multiple lenders. Delivered comprehensive materials to ensure competitive offers, then supported negotiations with the selected lender to secure extremely favorable terms, including only one quarterly covenant, strengthening financial flexibility.

Career Highlight 3: Directed financial due diligence and supported integration planning for a $30M+ utility acquisition. Worked with executives, investors, and cross-functional teams to assess financials, operational risks, and regulatory impacts, while preparing integration strategies. Following a successful rate case, the asset is now approaching ~60% EBITDA margins, significantly enhancing portfolio profitability and cash flow.

Why Hire This Candidate (In Their Own Words): I am a driven finance leader who thrives in high-growth, investor-backed environments. I helped raise nearly $1B in capital, executed hundreds of acquisitions, and built FP&A teams from the ground up. I’m a player-coach leader—equally comfortable digging into details to uncover process gaps as I am presenting strategy to boards and investors. This balance allows me to create scalable solutions, empower teams, and deliver consistent, sustainable growth.

Strengths: Capital raising and debt structuringM&A diligence and integrationBuilding and scaling FP&A teamsForecasting and financial modelingExecutive and investor reportingMentoring and building deep trust within teams

Hobbies & Personal Interests: Golf, woodworking, skydiving, hiking, dog training, volunteering with rescue organizations.

Credentials: MBA; 10+ years finance leadership; expertise in capital markets, M&A, FP&A.

Industry Experience: Banking, Business Services, Capital Markets, Emerging Growth Companies, Energy & Utilities, Financial Services, Software, Technology, Wealth Management

Company Fit: Best suited to PE-backed or high-growth companies where finance must drive both capital strategy and operational discipline. Thrive in lean environments where initiative and speed matter.

Management Experience: 7+ years leading finance teams. Built FP&A function from scratch, promoted analysts, and worked directly with executives, boards, and investors.

Software Experience: Excel, Power BI, Tableau, NetSuite, SAP, Dynamics CRM, financial modeling platforms.

Open To: Hybrid, In-office, Remote