SoCal Tech Startup Finance Leader #043025
San Diego, CA
Executive Search, Finance
16 years
4/30/2025
Profile
Strategic and results-driven finance leader with 15+ years of experience driving growth, operational excellence, and financial performance across SaaS, healthcare, and real estate. I’ve led FP&A, M&A, fundraising, and company-wide systems overhauls, often often serving as a bridge between the executive team and operational execution. My approach is grounded in curiosity, precision, and a healthy respect for both the numbers and the people behind them. I take pride in being the kind of teammate you’d want in the trenches—or grabbing a beer after the quarterly close.
Career Highlight 1: Divested ownership of a VC-backed startup after 500% annual growth and reaching $2M ARR with strong profitability metrics despite a challenging interest rate environment.
Career Highlight 2: Built a full-stack FP&A function at a $50M+ healthcare company, implementing Salesforce, Tableau, and ERP-based reporting systems that cut manual work by 70% and improved forecast accuracy to within 5%.
Career Highlight 3: Led cross-functional integration post-acquisition, aligning Product, Finance, and Engineering plans, and reducing roadmap misalignment by 15% through coordinated headcount and OPEX modeling.
Why Hire This Candidate (In Their Own Words): “I bring a rare blend of hands-on analytical ability and executive-level strategic thinking. I’ve built models from scratch, raised capital, and led cross-functional teams through some of the hardest seasons of growth. But I’ve also learned that what sustains companies (and careers) is humility, follow-through, and a real commitment to making others better. I show up fully and deliver.”
Strengths: (1) Financial modeling & forecasting (2) Scalable systems + process optimization (3) Strategic planning & board-level storytelling (4) Calm, focused leadership under pressure (5) Collaborative, down-to-earth communication
Hobbies & Personal Interests: Playing guitar and bass, beach days with friends, coaching youth soccer, and hosting dinner parties where spreadsheets are strictly off-limits (unless we’re splitting the bill).
Industry Experience: Emerging Growth Companies, Financial Services, Fintech, Healthcare, Life Sciences and Biotech, Pharmaceuticals, R&D, Real Estate, Software, Technology
Company Fit: Startup to Fortune 500
Management Experience: 10+ years of management experience; led teams ranging from 3 to 12 across finance, ops, and analytics.
Software Experience: Oracle Cloud, SAP S/4HANA, QAD, NetSuite, Workday, FinancialForce, QuickBooks, Coupa, Hyperion/Essbase
Open To: Hybrid, In-office, Remote
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