• Fractional CFO & advisory services to help high-growth companies optimize financial performance and develop scalable growth strategies.
• Expertise in financial advisory, financial modeling and analysis, strategic planning, fundraising strategy, cash flow management, budgeting & forecasting, KPI dashboards, etc.
• Worked with high-growth companies across a variety of industries including CPG/food & beverage, eCommerce, SaaS, Travel & Tourism, FinTech, and others.

• Provided financial modeling and analysis, competitive benchmarking, long-range planning and forecasting, KPI dashboards and analytics, and other services to Fortune 500 clients.
• Prepared research to support shareholder vote of Bristol Myers Squib/Celgene acquisition (3rd largest in pharmaceutical industry history)
• Sample clients: Kellogg, Honeywell, Merck, Novartis, BorgWarner, Dow Chemical, Johnson & Johnson, Express, etc.

• Developed and sold functional plant-based immunity wellness products specifically targeted to the needs of the senior wellness market.
• Managed the eCommerce platform, product inventory, channel strategy, supplier relationships, financials, etc.

• Performed historical and trend analysis, consensus forecast modeling, and peer benchmarking for Fortune 500 clients using EVA methodology
• Evaluated strategic plans, capital project decisions, and potential M&A targets
• Built internal dashboards to provide additional value to clients

1) Fashion Forms – Women's Apparel Manufacturer
• Created a long-term financial model to forecast company earnings, cash flow, and bank credit line availability 2) Kingstar Ventures – Insurance Industry Customer Acquisition & Product Sales
• Streamlined and automated monthly revenue and A/R calculations, allowing the team to close the monthly books in days instead of weeks.
• Developed forecast models used to create reserve accounts to estimate cancellations, refunds, etc. 3) WorldPay SN (formerly SecureNet) – Global Payment Processing Technology
• Prepared monthly revenue and operating statistics and analysis for WorldPay HQ throughout the acquisition process
• Provided business insight and analysis to support the corporate forecasting process for SecureNet

1) Chassix Automotive – $1B (post-merger) Automotive Supplier
• Analyzed balance sheet activity to prepare 200+ adjusting entries to the company's past financial statements as part of a private equity merger integration team
• Assisted with consolidation of foreign trial balances from Brazil, China, and France
• Performed other ad-hoc analyses, including cutoff testing, lease analysis, fixed asset valuation review, etc.

• Performed reviews of high-risk activities in a variety of organizational and functional activities including real estate, global security, executive expense reporting, etc.
• Assessed risks, evaluated effectiveness of internal controls, & made recommendations for improvement to management.