Functional Skills
Service Delivery
Strategic Planning
Budgeting
Accounting
Investor Relations
Talent Acquisition
Risk Management
Business Intelligence
Systems Integration
Revenue Growth
Communications
Financial Planning & Analysis (FP&A)
Private Equity Investing
Software Skills
Microsoft Excel
Sector Experience
Business Services
Energy
Financial Services
Healthcare
Technology
Languages
Spanish
Experience
Keenan Reid Strategies
Finance
Fractional CFO
1/2024 - Present
A full-scale community of niche experts that brings together Fortune 500 leaders and an elite network of former McKinsey, Bain, BCG, and PwC management consultants and functional experts:
- Global plastic manufacturer of Consumer Goods, a $2B packaging group with Americas operations in Chicago and Queretaro, Mexico. Efforts include an O2C & P2P taskforce,
commercial excellence, FP&A, EBITDA improvements and Systems / Data performance.
- Non-Profit, fractional Chief Financial and Operating Office supporting organizational restructure implementation and budget revisions to support strategic plan and Board approved operating model. Provided leadership and oversight in all matters pertaining to financial sustainability and strategy of the organization and leading all aspects of financial management, operations, budgeting, compliance, and auditing.
- Global plastic manufacturer of Consumer Goods, a $2B packaging group with Americas operations in Chicago and Queretaro, Mexico. Efforts include an O2C & P2P taskforce,
commercial excellence, FP&A, EBITDA improvements and Systems / Data performance.
- Non-Profit, fractional Chief Financial and Operating Office supporting organizational restructure implementation and budget revisions to support strategic plan and Board approved operating model. Provided leadership and oversight in all matters pertaining to financial sustainability and strategy of the organization and leading all aspects of financial management, operations, budgeting, compliance, and auditing.
PULSAR ENERGY, INC.
Start-Up
Board Director/Interim CFO
1/2006 - 1/2012
Board Director and interim CFO for breakthrough solar energy start-up. Focused on corporate strategy, raising capital, SEC compliance and filings, working capital management, liquidity planning, investor relations, external partner development, M&A considerations, Department of Defense and Department of Energy contracts management.
GLOBAL HEALTHNET (Dba GHN-Online)
Finance
Manager, Finance & Operations
2/2003 - 4/2004
Industry-leading, PE-Backed, EDI SAAS clearinghouse provider in the healthcare industry.
COMERCIAL GRAFICO
Corporate Strategy & Development
FP&A & Operational Excellence Consultant
1/2002 - 1/2003
FP&A & Operational Excellence Consultant – Leading commercial labeling and CPG packaging company.
CORVIS CORPORATION
Finance
Sr. Financial Analyst
1/2000 - 12/2001
Sr. Financial Analyst, Office of the CFO. Focused on IPO/Investor Relations- $26B mkt cap optical telecom company.
Tejas Securities Group
Finance
Finance, HR, Administration, Risk & Compliance
1/1999 - 1/2000
Held Finance, HR, Administration, Risk & Compliance roles – boutique investment firm.