In one day per week, I accomplish the high-value tasks of a full-time CFO at a fraction of the cost. Services include strategic planning and financial modeling, capital raising, overseeing and improving the accounting department, board/executive reporting, and M&A and other growth/liquidity strategies. Fractional Roles: * ExtraLife Materials - B2B sustainable footwear insoles * Fixify - AI-enhanced IT help desk support * Plantd - carbon negative building materials * AdLib - self-serve DSP for SMBs * Fairways & Dreams - premium indoor golf franchisor * Voxel - site intelligence platform for manufacturers

Serve as 1:1 advisor to entrepreneurs in the Customer to Capital accelerator and support Rev1's Founder Network

* Ran FP&A, accounting, board reporting, capital raising, payroll, and tax for PE-backed healthcare services business (130 employees) * Assisted leadership in exceeding functional budgets by establishing benchmarks, developing internal reports (including the weekly KPI dashboard), and answering complex questions with data-driven analyses and digestible summaries * Drove operational improvement and cost containment through key initiatives: A) added $1M in EBITDA by improving utilization from 30% to 70%, B) implemented RIF to save $500K without compromising ability to grow revenue, and C) negotiated $150K IT and real estate cost-out * Built and led a high-performing finance team of seven; provided feedback & coaching to help the team advance professionally and develop their skills

* Oversaw FP&A, board reporting, M&A, and sales ops functions for Healthgrades’ Marketplace division (225 employees) * Managed all aspects of transactions from initial idea through closing and integration, including the successful sale of the division to Red Ventures, the acquisitions of Evariant and Influence Health, a $225M debt raise, and several unconsummated deals * Drove 30% revenue expansion through growth in the hospital market (led creation of new sales compensation structure) and increased traffic to the website (forged new media partnerships and analyzed cost structure relative to public comps to demonstrate engineering/content teams were underfunded) * Earned President’s “5 Star” Award for professionalizing the sales ops function (enhanced alignment with corporate strategy and reduced the annual project duration from 2 months to 2 weeks

* Ran FP&A, budgeting, and reporting for a $1B e-commerce P&L of seasonal garden merchandise including outdoor power equipment, patio furniture, and outdoor living products * Reversed three years of gross margin erosion while still beating sales plan by synthesizing information from internal systems, building rapport with merchants, and recommending corrective actions

* Researched and analyzed investment ideas for a $150M AUM long/short hedge fund with an activist mandate; served as sole advisor to the portfolio manager on forty small-cap companies * Owned the full research process to include generating ideas, building financial models, performing valuation analyses, evaluating corporate governance, interviewing management teams, conducting channel checks, and authoring in-depth investment theses

* Promoted to senior analyst after advising on sixteen M&A (eleven sell-side, five buy-side) and two financing transactions, performing extensive financial modeling and valuation analyses, conducting industry research and company due diligence, and managing all aspects of transaction processes * Employed a range of valuation and modeling techniques including comparable trading and transaction multiples, discounted cash flows, accretion / dilution, and leveraged buyout analyses