Featured Talent

Profile

Finance executive and CFA charterholder relocating to St. Louis with 10 years of New York-based experience spanning investment research, hedge fund investing, and operating finance leadership at private equity-backed companies. 7 years of operating finance experience. 5 years of that experience at the CFO or right hand to the CFO level. Industry agnostic, with experience in industrial, consumer, construction product distribution, and media environments. All operating roles have involved owning FP&A, board and lender reporting, debt covenant compliance, M&A support, and incentive compensation design.

Career Highlight 1: Served as main point of finance contact for a $250M+ capital raise and operational redesign for a smart cities joint venture. Led renegotiations of operating contracts and cost-sharing arrangements between JV partners, and advised on financial impacts of all terms being discussed, including past-due liability forgiveness, acquisition accounting for a partner being absorbed, and taxable income allocation / tax distribution implications of operating and preferred equity arrangements between partners.

Career Highlight 2: Redesigned and automated collections forecasting and reporting to increase team focus on largest past due and aging receivable balances. After implementation, DSO was reduced from 120 to below 90, freeing $5M+ of cash and ensuring covenant compliance.

Career Highlight 3: Pride myself on stepping in and executing cross-functionally, even when not defined explicitly in my role. Following the departure of a JV accounting manager, stepped in and self-managed month-end close and interim audit preparation for three months until new accountant was hired. Following the departure of the sole HR employee in subsequent role, self-taught the HRIS software and managed all payroll and open enrollment to ensure seamless employee experience for three months.

Why Hire This Candidate (In Their Own Words): I combine an investor’s analytical rigor with hands-on operating experience as a senior finance leader at PE-backed, middle-market companies. I build from zero with an AI-first approach: at my current company I stood up the integrated financial model and lender/board reporting packages within months of joining. I’m fluent with sponsors, lenders, and boards, and I deliver measurable results, driving 15%+ finance team cost reductions and delivering 30+ day reductions in DSO in each of my last two roles.

Strengths: (1) budgeting and financial modeling, (2) board, sponsor, and lender reporting, (3) debt covenant management and cash forecasting, (4) incentive/sales compensation design, (5) process automation and AI implementation, (6) leading lean, high-output teams

Hobbies & Personal Interests: Enjoy following and playing soccer (Liverpool and NYCFC, though open to St. Louis City!), cycling, and reading historical fiction.

Education: BA Finance & Economics

Credentials: CFA (Chartered Financial Analyst)

Industry Experience: Construction/Engineering, Media, Wholesale & Distribution

Company Fit: Small and Medium ($100-300M revenue)

Management Experience: 5 years of management experience; managed two finance employees as head of FP&A, a full controllership, project accounting, and AR/AP team (6) as de-facto CFO, and three finance employees today.

Software Experience: NetSuite, Acumatica, and Great Plains

Open To: Hybrid, In-office, Remote