Featured Talent

Profile

Experienced finance executive with a robust background in strategic financial leadership, venture investments, investment banking, and corporate development. Cross-functional expertise in scaling growth organizations with a focus on maximizing unit-level economics, utilizing data and technology to scale efficiently while maintaining a focus on short- and long-term operating goals. Expertise in financial modeling, board/investor materials, equity/debt raises, KPI reporting, analytics and M&A activities, offering a proven ability to enhance operational efficiency and drive financial strategy in alignment with organizational goals. Significant experience building and presenting internal and external management, investor and Board presentations.

Career Highlight 1: Grew Company revenue and contribution profit 4x in 6 years, culminating in an IPO in 2021. As one of the first corporate hires, I built the finance infrastructure and led a finance team responsible for managing all functional areas of the business, utilizing data and technology to grow and optimize cash flow.

Career Highlight 2: Executed 12 venture investments across all stages, raised $100M+ in equity and debt financings as an operator, advised numerous companies on M&A or growth recapitalizations.

Career Highlight 3: Built out financing and analytics platforms at two growth-stage operating companies, responsible for all aspects of FP&A, KPI reporting, board / investor materials. Ability to scale while focus on unit level economics to ensure cash flow sustainability.

Why Hire This Candidate (In Their Own Words): Proven track record across multiple industries. Strong analytical and problem solving skills, utilizing my proficiency in financial software, accounting and data analytics to help companies grow while maximizing unit economics. Strong communication and interpersonal skills, having presented to c-suites, investors and boards my entire career. Highly adaptable and continuously learning, not getting stuck with what worked yesterday. Leverage what works, find ways to make it better.

Strengths: (1) financial acumen, (2) ability to scale an organization with a keen focus on unit level economics, (3) data-driven actionable recommendations, (4) investment analysis, (5) fundraising, (6) interpersonal / communication skills

Hobbies & Personal Interests: Golf, financial markets, reading, cooking, family.

Education: BS in Finance, Wash U

Industry Experience: Capital Markets, Education, Emerging Growth Companies, Financial Services, Healthcare, Life Sciences and Biotech, Private Equity, Retail, Software, Technology

Company Fit: Pre-revenue to $100+M revenue, IPO stage companies.

Management Experience: 12 years management experience, directly led 4-person finance team, indirectly led two growth initiative teams.

Software Experience: Netsuite, Quickbooks, Vena (FP&A Software), Tableau, Looker (Data Analytics)

Open To: Hybrid, In-office, Remote