As CEO and CFO, tripled revenue and headcount, achieved profitability, and built scalable systems across finance, FP&A, and operations. Implemented dashboards, automated reporting, and drove process improvements that enabled growth without expanding overhead. Managed board reporting, complex audits, ASC606 compliance, and multimillion-dollar contracts. Hands-on leadership across M&A, finance, legal, and real estate.

Led Fullstack Academy through two successful exits: a 2019 acquisition by Zovio (publicly traded) and a 2022 sale to Simplilearn (a Blackstone portfolio company), overseeing all financial due diligence and negotiations. Directed fundraising efforts and executed sell-side prep with precision.

Served as a fractional CFO for multiple early-stage startups, building financial models, and establishing foundational reporting systems. Advised founders on cash flow management, investor relations, and strategic growth. Implemented scalable finance processes and positioned companies for rapid expansion and successful fundraising rounds.

Spearheaded the financial and operational turnaround of a $60M education subsidiary of Bertelsmann, serving over 3,000 students across nine global campuses. Led cross-functional transformation across finance, IT, and facilities, including a comprehensive strategic review of 100+ programs, resulting in actionable insights on cost, performance, and growth potential. Identified over $5M in cost savings through footprint optimization and operational streamlining. Built an accurate, scalable revenue model and implemented a 5-day close process. Consolidated international financials across GAAP and IFRS, and successfully transitioned accounting to an outsourced model for improved efficiency and systems integration. Regularly briefed the Board of Directors on university financial health and strategic direction.

Led financial and operational due diligence for acquisitions in higher ed and tech, building complex valuation models and coordinating cross-functional teams. Partnered with senior execs to uncover efficiencies and guide post-acquisition budgeting. Played a key role in the first-ever U.S. conversion of a nonprofit university to a benefit corporation (Alliant), leading to an executive appointment as VP of Finance & Administration by Arist and Bertelsmann.

Founding team member of Manufacture New York Inc., an incubator for emerging fashion designers providing a shared workspace, product development, manufacturing services, and business, marketing and branding consulting.

Founding member of a 10-person investment team at Stockbridge, a public equity fund under Berkshire Partners that grew from $30M to $1.4B. Played a key role in analyzing 80+ companies through deep quantitative and qualitative research. Contributed to all investment decisions and actively engaged in rigorous peer review and strategic discussions, supporting a long-term, high-conviction investment strategy.

Consistently ranked in the top 10% of a highly competitive global M&A analyst class in both 2007 and 2008, reflecting strong analytical acumen and dedication.

Developed and refined advanced financial models essential for evaluating a wide range of corporate transactions, including mergers and acquisitions, leveraged buyouts, asset valuations, and credit analysis with a focus on ratings impact.

Expertly constructed discounted cash flow models and detailed debt and equity financing structures that provided rigorous quantitative support for complex deal negotiations. Collaborated closely with senior bankers and clients to interpret financial results, assess strategic implications, and optimize transaction structures, playing a key role in successful deal execution and risk mitigation.