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I transform founder-led companies into scalable, institutionally managed businesses.
United States
Built finance, banking, reporting, and operations from inception. Secured receivables financing and supported rapid growth. Company later became part of Jacobs Engineering.
Financial PlanningBankingReportingOperations
Partnered with CEO and SWaN & Legend to transform a founder-led SaaS company. Led pricing transformation, forecasting, treasury, board reporting, lender relationships, and the PlanetHS acquisition from sourcing through integration. Spearheaded a successful sale process exceeding investor expectations.
Pricing StrategyForecastingTreasury ManagementBoard ReportingLender RelationsM&AIntegrationSaaS
Earned a Bachelor of Science in Accounting from James Madison University.
Developed major enterprise relationships including a $22M engagement. Served as trusted advisor to Fortune 500 executives.
Business DevelopmentEnterprise SalesClient RelationsFortune 500
Grew company from 3 to 24 locations and approximately $3M to $30M revenue. Raised approximately $5M equity and managed approximately $15M debt financing. Partnered with founders on pricing, expansion, and operations.
Equity FinancingsPricing StrategyExpansionsOperations
Began career as Auditor with Big Four. Then became Tax Specialist, orchestrating Low Income House Tax Credit Syndications.
AuditorTaxSyndication
Profile sourced from Himalayas.