Preferred Sectors

 
Healthcare
Sports & Leisure
Consumer Tech
Manufacturing
Professional Services

Expertise

 
Accounting
Corporate Strategy
Management Consulting
Other
$20.9K

Total Earnings

1

Avg Response Time

8

Jobs Completed

156

Total Hours Logged


Experience

 
 
Accounting
Brookseed Partners, Inc. - Lead Consultant / Owner
04/2014 - Present
- Financial consulting company for small and mid size businesses specializing in strategic and tactical financial projects, financial modeling, forecasts, capital raises, due diligence, financial reporting, and processes optimization
- Fractional CFO resource for PE subsidiary company led by former McKinsey consultant and investment banker (2 years)
- Fractional CFO resource for SAAS business. Led financial efforts to raise $11M+ of debt & equity (2 years)

 
Corporate Strategy
Learners Digest International - VP Finance
09/2009 - 01/2014
- Head of Finance for $50M recurring revenue company which doubled profits
- Created and oversaw strategic planning, quarterly forecast, and annual budget processes
- Negotiated $15MM credit facility and successfully managed banking relationship
- Analyzed business segments and identified unprofitable business segment Spearheaded divestiture of segment improving EBITDA by $1.5MM annually

 
Management Consulting
Star Trac Corporation - Strategic Consultant
03/2009 - 10/2009
- Developed model to estimate Returns on Invested Capital (ROIC) for each business segment at $200M global manufacturer and recommended expansion and reduction opportunities.

 
Other
HireRight - Finance Director
03/2008 - 02/2009
- Finance leader for 4 person team (with 2 former McKinsey consultants) that developed 7 strategic growth initiatives to double company sales.
- Directed 20 person department, with responsibility for planning & analysis, treasury functions, and accounting/SEC/SOX compliance for NASDAQ traded company.
- Headed financial portion of $255M company sale to private equity buyers.

 
Corporate Strategy
Manufacturing and Service Companies - Director of Finance, Controller, Operations Planning, Analyst
07/1995 - 03/2008
- Developed complex forecast models
- Head of finance M&A activities on multiple buy & sell side transactions
- Implemented Business Performance Management (BPM) software
- Responsible for financial functions for European, Asian, and Russian subsidiaries