Featured Talent

Profile

I am a finance and accounting executive with over 15 years of progressive experience in investment accounting, fund administration, back office accounting for operating companies, and financial operations leadership. In my current role, I lead a team of 12 across two geographical locations overseeing $2B + billion in assets (representing over $2M in annual recuring revenue) under administration and driving firmwide innovation, scalability, and process excellence. I have built a career on bridging deep technical accounting expertise with strategic operational leadership integrating ERP platforms, automating reporting workflows, and developing high-performing teams that deliver measurable efficiency gains. My background specializes predominantly in Venture Capital with exposure to all other alternative asset classes with hands on experience in complex allocations, waterfall modeling, and GAAP compliance and reporting.

Career Highlight 1: Key employee from early career in growing a start up boutique Fund Administration shop with one employee to viable scaled business with staff of 12 producing $1.8M in ARR to eventual acquisition from global firm over a 8 year period. This was done through design and engineering of HR, IT, workflow processes, infrastructure, client agreements, business processes, technology solutions across all areas of the business.

Career Highlight 2: Successfully led and transitioned all client engagement work to new ERP platform raising efficiency of current revenue by 35% using existing resources and teams. This involved data transfer with mass volume over the course of 9-12 months while keeping existing business operations and client service running as normal.

Career Highlight 3: Post acquisition, faced near business collapse when 30% of staff quit in a two week period in the middle of accounting busy season. Myself and one other director were tasked by parent company to stabilize the business line. Over the course of 12 months through process improvement, client engagement, and employee shifts we were successful and got the business back to its revenue and realization rates that existed at time of acquisition pre mass exodus.

Why Hire This Candidate (In Their Own Words): I am a trusted partner from small and emerging manager clients to large institutional clients alike. I thrive at the intersection of finance, technology and leadership and am known for my ability to design tailored financial systems and workflows. I prioritize client relationship and trust, employee engagement, and operational efficiency for long term business success. I also have a unique background and expertise from being thrown into business management early on in my career.

Strengths: (1) Deep expertise in fund structures, (2) Strategic negotiator with experience managing client engagements, (3) Strong analytical mindset for continued improvement, (4) Long term dedication to team, clients, and company, and (5) Trusted collaborator

Hobbies & Personal Interests: Golf, fitness, and spending time with wife and two young children and making memories with them.

Education: BS – Accounting, Marketing

Credentials: MBA (Accounting Focus)

Industry Experience: Business Services, Capital Markets, Emerging Growth Companies, Financial Services, Fintech, Private Equity, Public Accounting, Real Estate, Wealth Management

Company Fit: I have experience across this range in my career from small start up with a total team of three to a large multinational and publicly traded global firm.

Management Experience: I have directly or indirectly been involved in management of people, clients, processes, and business operations for 15+ years starting at an early age. I have managed anywhere from 4-15 people.

Software Experience: Quickbooks Enterprise, Quickbooks Online, Allvue, Sage, Investran, GP dynamics, Dynamo

Open To: Hybrid, In-office, Remote