Functional Skills

Project Management
Business Unit Strategy
Financial Modeling
Financial Planning & Analysis (FP&A)
Accounting Software Implementation

Software Skills

Quickbooks
Microsoft Office
Xero
Stripe

Certifications

CFAChartered Financial Analyst

Sector Experience

Business Services
Energy
Industrials
Technology
Transportation & Logistics

Experience

Multiple Companies Finance
CFO
10/2020 - Present
- Fractional-CFO to multiple startups
- Experience in software (SaaS), energy, internet of things (IoT), gaming, and web3 / NFTs
- +15 years as a financial leader, corporate strategy, financial modeling, and capital raise preparation
Dynacloud.IO Finance
CFO
6/2020 - 4/2021
CFO of an IoT company (hardware / software)
Wolf Resources Finance
CFO
5/2018 - 6/2020
CFO of an energy investment firm
Caerus Finance
Corporate Finance Manager
11/2015 - 5/2018
- Direct report to the CFO for a $700 million revenue company
- Managed treasury, corporate development, financial modeling / planning, and investor relations
- Raised $500 million in private equity (Oaktree Capital) to fund 10 acquisitions
Clarkson Plateau Securities Corporate Strategy & Development
Investment Banking Associate
4/2011 - 3/2015
- Advised companies on mergers, acquisitions, and equity and debt offerings