Featured Talent

Profile

Dynamic CFO and transformative strategic finance leader with 15+ years of experience leading companies through early and high growth stages, driving innovation, and delivering operational performance, profitability and long-term value creation. Successful track record of scaling early-to-mid-sized companies from inception to exit, raising $40M+ in capital, executing $100B+ in M&A transactions, and leading 80X revenue growth to multiple successful exits. Brings expertise in P&L ownership, cash flow management, financial modeling, and tech innnovation, and risk control across professional services, finance, technology, consumer sectors, and media/entertainment. Agile, hands-on leader excels at building high-performing cross-functional teams, maximizing profitability, and implementing scalable financial and operational strategies to deliver long-term value creation.

Career Highlight 1: Built and scaled a specialty finance firm as CFO/board member, driving 80X revenue growth and securing an eight-figure acquisition by a public company. Secured $35M+ in institutional capital, structured a $20M ABL facility that expanded to $75M, and cut the cost of capital by 50%, significantly increasing profitability and enabling profitable scaling.

Career Highlight 2: Led private equity target identification, acquisition analysis, negotiation, and integration of a financial services company, adding $40M in revenue, generating $1M+ in cost synergies, and resolving legacy compliance issues. Managed $150M+ in investments with industry-leading margins.

Career Highlight 3: Supported M&A advisory for +$100B in Fortune 500 transactions on Wall Street as well as successfully leading transformative M&A transactions, including multiple exits for several startups.

Why Hire This Candidate (In Their Own Words): A company would hire me for my proven ability to drive growth and value through strategic finance leadership.

I combine entrepreneurial dynamism with Fortune 500 M&A experience, strategic/technical acumen, and exceptional communication/coaching skills Proactive, strategic leader dedicated to creating high-performing teams and turning finance into a growth driver. I excel in fast-paced, dynamic environments, utilizing AI and automation to improve financial decision-making and drive value creation.

Strengths: (1) Dynamic CFO / strategic finance leader spanning early, growth, and large-cap companies in a variety of industries;(2) Transformative M&A (Fortune 500 & startups), capital raising and IR;(3) hands-on, technically proficient (finance, ops, tech).

Hobbies & Personal Interests: Tennis, Crossfit, Volunteering (Buddy Baseball, Defy Ventures / Entrepreneur Coach), Podcasting, Writing, Improv

Credentials: Certified Executive Coach – ICF AccreditedFINRA Series 79 & 63 (Inactive)

Industry Experience: Banking, Business Services, Capital Markets, Consumer Packaged Goods, Emerging Growth Companies, Financial Services, Media, Private Equity, Technology

Company Fit: Versatile – fit for any size organization. Small/early-stage, mid-sized/growth, large international investment banking experience.

Management Experience: 10+ years of C-suite leadership managing finance and cross-functional teams. Managed teams of up to 50 with 5-6 direct reports.

Software Experience: Excel (Advanced), Power BI, Tableau, Adaptive, Capital IQ, Quickbooks, Xero, Freshbooks, Zoho One, Anaplan, Xero, Sage, Adaptive, Salesforce, HubSpot

Open To: Hybrid, In-office, Remote