• Founding team member of enterprise fintech startup building bank API orchestration and embedded payouts middleware; scaled the team to 20 employees globally; backed by Avenir, Point72, Nyca, Vine Ventures

• Led the successful acquisition process, including diligence, negotiation, and transaction execution

• Spearhead sales and partnerships with ERPs, TMSs, fintechs, and banks, driving GTM strategy, pricing, legal, onboarding, customer success, and ongoing relationship management; responsible for 50% of all partnerships

• Built business operations from the ground up, owning sales ops, customer success, finance, HR and legal

• Developed product strategy and roadmap by aligning customer needs, market positioning, and partner integrations

• First ops and finance hire at an enterprise fintech SaaS startup specializing in ERP-based treasury software – helped scale the team from 30 to +60 employees across North America, Europe and Asia; report directly to the CEO and COO

• Co-led and coordinated diligence for $10M convertible note financing including investor presentations, transaction model, follow-up financial, operational, and legal diligence, and transaction document negotiations

• Created and grew the global corporate sales and marketing motion, including aligning and implementing the GTM and CS tech-stack

• Implemented and tracked OKR, KPI, and budget processes and performance; craft management, board, and IR presentations

• Built and managed international, multi-entity financial infrastructure across ERP, payroll/HRIS, expense mgmt, AP, AR, and BI tools

• FX-hedging software platform that integrates directly with SMB accounting systems; backed by Valar, Moonfire, Album

• Built and managed financial model, fundraising materials, and VC diligence for Seed stage fundraise and FCA Application

• Conducted due diligence, developed investment theses, and created and presented analyses to evaluate investments (select examples below) across industries for a private equity firm with +$25bn of cumulative committed capital (currently investing out of $7bn fund)

• Henry Company – managed the $1.5bn sale process to Carlisle (Jul. 2021); worked with CEO, CFO, and COO on operational initiatives such as manufacturing footprint and capability enhancements, and the creation and tracking of channel and sales-specific KPIs

• Air Methods – worked with the CEO and CFO to assess liquidity needs and strategic growth levers to weather COVID-19 driven transport declines. Work included weekly cash flow modeling, cash burn mitigation, and investor communication on KPIs; quarterbacked the acquisition of a regional air medical service provider and concurrent growth equity investment into a transport utilization management software for hospital systems, ACO's and healthcare networks

• Advised and presented to clients across multiple product areas including M&A, activist defense, and equity and debt capital markets

• Financial advisor on Sempra Energy's $2.7bn divestment of its unregulated renewable energy portfolio – collaborated with company management and consultants to develop marketing materials and operational and financial projections for the operating and development portfolio

• Sole advisor on cross-border acquisition of public U.S. utility - built target standalone and pro forma operational and valuation model utilizing industry research and management projections, prepared transaction materials for the Board of Directors