CFO & Strategic Finance Executive for Growth, PE-Backed, and Founder-Owned Companies
I help CEOs, boards, investors, and ownership teams strengthen financial visibility, improve cash flow, professionalize reporting, support M&A, and prepare companies for growth, refinancing, or exit.
Strong Value Creation
Optimizing financial performance through analytics and operational excellence
CEO Effective Partnering
Better visibility, better decisions, stronger finance partner - Data-driven decision-making
PE Firms, VC's, Investors
Value creation, board reporting, EBITDA growth focus, cash management discipline, KPI Dashboards
Cash Flow & Working Capital 13-week cash flow, liquidity planning, working capital discipline
EBITDA & Margin Visibility Customer, product, channel, and operating margin analysis
Board & Investor Reporting KPI dashboards, board packs, investor-ready reporting cadence
M&A / Exit Readiness Diligence preparation, quality-of-earnings support, sale readiness
Finance Transformation Close process, controls, systems, FP&A, scalable finance team
Strategic Planning Forecasting, scenario modeling, growth planning, capital allocation
PE Firms, VC's, Investors
PE Firms, VC's, Investors
Multi Industry Experience
Aerospace, Defense, Industrial Manufacturing, Logistics and Supply Chain, Smart Materials, Services
Performance Optimization
Enhancing financial outcomes through analytics and operational excellence tailored to your business needs.
Data-Driven Insights
Unlock potential with analytics that drive informed decisions and optimize financial performance effectively.
Customized Operational Excellence
Streamline operations to enhance efficiency and improve overall financial performance for sustainable growth.
About me
I’m an operationally driven CFO focused on helping private equity–backed businesses translate strategy into measurable value creation. My background spans manufacturing, logistics, and service environments, where I’ve built a reputation for bringing financial discipline together with operational execution — not just improving reporting, but driving EBITDA expansion, efficiency, and scalability.
I started my career grounded in cost accounting and complex operating models, which allows me to quickly diagnose where margin leakage, process friction, or organizational misalignment is limiting performance. Over time, I’ve evolved into a strategic partner to CEOs and sponsors during periods of transformation — whether that means professionalizing finance, building KPI-driven operating cadences, supporting integration or growth initiatives, or preparing a business for its next liquidity event.
What differentiates my approach is that I operate at the intersection of finance and operations. I focus on turning data into actionable insight, aligning leadership teams around clear performance metrics, and implementing practical systems that improve visibility and decision-making without slowing the business down. I’m most effective in environments where there’s a mandate to accelerate growth, enhance operational rigor, and position the company for a higher-quality exit.
Get in Touch
Contact us for tailored solutions to enhance your operations.
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704 490 0193
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Growth
Enhancing financial strategies for business success.
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