•Developed budgeting and led finance integration for a national OBGYN physician practice
•Implemented monthly management reporting for a $520M clinical engineering company
•Worked alongside incoming CFO of a $110M public cashless payment processor to manage due diligence for a strategic add-on acquisition, and prepared board approved business plan
•Developed key performance indicators for a $600M release of information healthcare company, and identified IT integration gaps post-acquisition

•Reviewed hundreds of investment opportunities and closed two transactions
•Managed board reporting, budgeting, valuation, and compliance for two portfolio companies
•Identified proforma EBITDA addbacks of building materials company during sale process

•Managed weekly cash flow for a distressed glass manufacturer, discontinued an unprofitable product, and worked through a CFO transition while amending lender covenants
•Managed diligence and identified cost synergies for a wine producer add-on acquisition
•Built an operating model to fundraising $8M for a payment processing start-up

•Built operating model for $145M revenue pipeline contractor and amended lender covenants
•Compiled a wind-up plan including contract termination strategy, 44% reduction in force, and communications plan for a corporate divestiture of a fuel cell manufacturer
•Built a thirteen-week cash flow for a $250M coal mine in preparation for bankruptcy

•Performed GAAP financial statement audits on billion dollar alternative investment funds