Functional Skills
Change Management / Org Design
M&A Support
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Industry Expertise
M&A Transaction Readiness
Divestitures
Operational Transformation
Software Skills
Quickbooks
Sector Experience
Business Services
Consumer Goods
Financial Services
Languages
English
Case Study
Case Studies
Sell-side Readiness for Dental Group
Healthcare
Financial Due Diligence
Financial Statement Preparation
Divestitures
Big 4 Accounting
Top Consulting Firms
Experience
WellNest LLC
Operations
President
1/2016 - Present
I built our local service business to over $8M in lifetime sales with a current ARR of ~$2.5M.
Our business has become a strong cash flowing organization with a great management team and limited owner involvement due to detailed SOPs and organizational structure.
I possess a unique blend of understanding how to interpret numbers to drive decision making while maintaining the mindset of an operator.
Our business has become a strong cash flowing organization with a great management team and limited owner involvement due to detailed SOPs and organizational structure.
I possess a unique blend of understanding how to interpret numbers to drive decision making while maintaining the mindset of an operator.
Riveron Consulting
Finance
Senior Consultant -- M&A Advisory
9/2013 - 6/2016
Accounting and Finance Consultant focused on buy-side accounting due diligence, sell-side accounting readiness, profitability assessments, and working capital management on behalf of private equity and strategic buyers and sellers. I worked on over 30 lower middle market deals ranging in size from $10 million to $1 billion.
Riveron Consulting
Accounting
Senior Consultant -- Accounting Advisory
9/2013 - 6/2016
Additionally, I worked on several accounting advisory jobs for VC and PE-backed portfolio companies. These jobs included establishing accounting and finance departments, building monthly reports and dashboards (KPIs), preparing books for audit, technical accounting, and other Controller-related work.
KPMG
Accounting
Auditor
9/2010 - 9/2013
Rock-star number cruncher performing audits of clients within a myriad of industries, including hospitality, retail, professional services, aerospace and defense, and construction.