Functional Skills
Project Management
Restructuring / Turnarounds
Valuation
Financial Planning & Analysis (FP&A)
Accounting Software Implementation
Software Skills
Adobe Creative Cloud
Basecamp
Google Analytics
Magento
Netsuite
Microsoft Office
Quickbooks
Shopify
Sector Experience
Consumer Goods
Financial Services
Manufacturing
Media & Entertainment
Technology
Languages
English
German
Spanish
Big 3 Consulting (MBB)
Top Consulting Firms
Experience
First Bridge Finance
Management Consulting
Managing Partner
5/2017 - Present
Advise companies and high-net worth individuals on finance, operations and strategy.
• Co-inventor on patent for a digital platform to create and view interactive content - first was Steven's Soderbergh's Mosaic on HBO
• Founding board member and investor in a sunscreen dispenser platform aimed at preventing skin cancer
• Equity research focused on Canadian stocks including Village Farms, which provided over a 10x return since the initiating report
• Co-inventor on patent for a digital platform to create and view interactive content - first was Steven's Soderbergh's Mosaic on HBO
• Founding board member and investor in a sunscreen dispenser platform aimed at preventing skin cancer
• Equity research focused on Canadian stocks including Village Farms, which provided over a 10x return since the initiating report
Management Success Inc.
Accounting
Chief Financial Officer
2/2018 - 4/2019
• Oversaw the finances of an 85-person automotive management consulting firm
• Improved EBITDA margins by 4.4% during the first 12 months
• Managed accounts receivable collections, company-wide payroll and all accounts payables
• Utilized NetSuite ERP software to aid in enhanced financial reporting
• Negotiated custom payment plans for bad debt clients and lowered the monies owed by more than 80%
• Consolidated and refinanced existing loans related to the Company’s 25,000 square foot HQ
• Improved EBITDA margins by 4.4% during the first 12 months
• Managed accounts receivable collections, company-wide payroll and all accounts payables
• Utilized NetSuite ERP software to aid in enhanced financial reporting
• Negotiated custom payment plans for bad debt clients and lowered the monies owed by more than 80%
• Consolidated and refinanced existing loans related to the Company’s 25,000 square foot HQ
eURBAN Inc.
Operations
Co-Founder & Chief Financial Officer
9/2015 - 4/2017
• Ran a successful $5.1 million seed capital raise
• Responsibilities spanned across business operations and financial management (including plans for Europe)
• Key accomplishments: Arranged the secure import of finished inventory from Asia; executed volume sales orders/deliveries with Amazon and Best Buy; led the development and launch of our e-commerce website
• Saw the business through from initial design and manufacturing of our electric scooter to profitability
• Responsibilities spanned across business operations and financial management (including plans for Europe)
• Key accomplishments: Arranged the secure import of finished inventory from Asia; executed volume sales orders/deliveries with Amazon and Best Buy; led the development and launch of our e-commerce website
• Saw the business through from initial design and manufacturing of our electric scooter to profitability
NS Ventures, VideoBurst
Finance
Chief Financial Officer
3/2014 - 6/2015
• Raised seed capital for VideoBurst (video ads); established the U.S. business; successfully IPO’d in 2016
• Oversaw finance, investment, and strategy for a portfolio of companies with online video-centric B2B ad tech
• Oversaw finance, investment, and strategy for a portfolio of companies with online video-centric B2B ad tech
Thunder Studios
Operations
Chief Operating Officer and Chief Financial Officer
12/2012 - 2/2014
• Partnered with the CEO to acquire a 6-acre, 20-stage studio facility; built the business to $3 million in revenue
• Oversaw day-to-day operations, led a team of 15 full-time employees and grew EBITDA margins 13% to 21%
• Established financial reporting, budget reviews, cash flow management protocols and prepared taxes
• Oversaw day-to-day operations, led a team of 15 full-time employees and grew EBITDA margins 13% to 21%
• Established financial reporting, budget reviews, cash flow management protocols and prepared taxes
Octet Group
Corporate Strategy & Development
VP of North American Operations
3/2010 - 4/2012
• Laid the groundwork in the U.S. for the online trade finance platform business of Sydney-based Octet
• Developed relationships with lending institutions; supported new client integration such as Accord Financial
• Arranged business transaction facilities for U.S. and Canadian importers of goods from China and Australia
• Developed relationships with lending institutions; supported new client integration such as Accord Financial
• Arranged business transaction facilities for U.S. and Canadian importers of goods from China and Australia
Boston Consulting Group
Other
Private Equity Projects Leader
7/2008 - 10/2009
• Led the IESE side of joint research with BCG; co-authored Get Ready for the Private Equity Shakeout
• Analyzed 330 portfolio companies and combined the data with interviews of funds’ general and limited partners
• Analyzed 330 portfolio companies and combined the data with interviews of funds’ general and limited partners
Jefferies & Company
Finance
Investment Banking Analyst
7/2005 - 5/2008
• Executed financing and M&A deals as part of the Leveraged Finance and Financial Sponsors Groups
• Developed extensive financial modeling, valuation and client-oriented experience
• Developed extensive financial modeling, valuation and client-oriented experience