Finance Director Candidate #1

St. Louis, MO


10 years



Driven, professional, smart and collaborative Finance Director with extensive experience at a growing, private equity backed healthcare company reporting to the CFO. CPA, CMA, and has an MBA from a top university. Public accounting career foundation. Experience building the FP&A and internal financial reporting function for a lower-middle market company, as well as post acquisition integration of acquired companies.

Strengths: (1) ability to perform in fast-paced, high-pressure PE environment, (2) financial analysis, reporting and storytelling, (3) communication and relationships

Career Highlight 1: Chosen as interim CFO for a couple of months

Career Highlight 2: Multiple acquisitions integrations

Career Highlight 3: Built a finance team of 5 as the right-hand to CFO

Education: Bachelor’s in Accounting & MBA

Credentials: CPA, CMA

Industry Experience: Healthcare, Private Equity

Company Fit: Great for small to midsize private or private equity owned companies.

Management Experience: 5 years, up to 4 staff

Systems Experience: Excel, Financial Force (for accounting – a branch of Sales Force), QuickBooks

Open To: Hybrid, In-office

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