• Provide CFO services at both fund and portfolio company levels to private equity firms, real estate funds, family offices, and lower middle-market (LMM) enterprises

• Served the office of the CFO of F500 enterprises; engaged directly with finance executives to assess operating model and
identify improvement opportunities across three critical elements: people, process, and technology
• Developed business case for ERP transformation project for a global oil and gas client, collaborating with functional leads to
identify and validate project benefits exceeding $100M
• Redesigned finance operating model for a $50B chemicals company, overseeing a team of three senior consultants to conduct
primary and secondary research, gather benchmark data, and design the future state operating model

• Led 30 FTE finance organization for SandBox division; annual revenues of ~$300M and +1,000 employees
• Deployed $90M of growth capital to expand footprint across major U.S. shale basins, consistently meeting or surpassing projected return hurdles
• Implemented working capital management strategy, freeing over $20M through supplier negotiations and reducing cash conversion cycle by ~20 days
• Enhanced management reporting by segmenting product and service lines into new categories, revealing underperforming regions and opportunities for margin improvement
• Key member of corporate M&A team, advising on various due diligence, including a $50M asset purchase

• Conducted comprehensive competitive analysis, including pricing strategies and service line positioning to inform strategic decision-making and drive profitable growth
• Partnered with IT leadership to implement CRM and dynamic quote module; utilized CRM reporting tools to inform business leaders of margin expansion opportunities, including cross-selling services and improving contract compliance Division Controller
• Led FP&A for U.S Western Division - responsible for financial reporting, budgeting, and ad-hoc business case development Operations Manager
• Managed various operational districts with approximately 20-30 FTEs across major U.S shale basins Accountant II

Worked as an audit intern and also full time audit staff.