As experienced entrepreneurs, and friends and colleagues of over 10 years, the partners at MarathonCFO knows the challenges and opportunities of owning your own business and being an entrepreneur. We know why you started and how you want to finish. With a team in San Francisco, Chicago and Boston and led by two experienced former CFO's, CPA's, Consultant's, Owner's and Entrepreneurs ourselves, we leverage leading, lean technology to solve your financial and accounting problems so you can focus on your core business and drive topline and positive EBITDA. Whether you have a franchisee business throughout the US, are a venture backed start-up in New York City, growing your real estate empire in "Silicon Beach" or revolutionizing fiberless technology, we have you covered.

Coyuchi is a private equity backed, multichannel retailer driven by ecommerce, traditional brick-and-mortar, online wholesale, catalog, a retail store in Point Reyes and a showroom in New York City. Coyuchi designs and sells luxury home goods (sheeting, blankets, towels, loungewear) made of 100% organic cotton according to the GOTS (Global Organic Textile Standards) and Fair Trade USA standards. Highlights of tenure included: • Assisted in the shifting of the Company strategy to prioritize the ecommerce channel, eliminated lower margin channels and optimized our cost structure. Transition required significant hand’s-on, personal leadership with all departments and shift company culture to a high performing, high accountable organization (2013). • Stabilized the accounting environment, implemented immediate controls and hired and retained a new finance team (2014). • Transitioned HR and benefit administration to a 3rd party professional employer organization (PEO in 2014) and launched the Company 401k plan (2015). • Assisted with the move from an internally managed distribution center to an outsourced 3rd party logistics (3PL) company. Decision driven by lower fulfillment and overhead costs, tighter inventory controls, more efficient operations and lower shipping costs. Sharply reduced year-end inventory adjustments to <1.0% (2015). • Assisted in the negotiation of the lease of new headquarters and exit of former location, revised insurance policies, captured new cost structure, and ensured HR policies are compliant with all San Francisco filings and regulations (2016). • Prepared and delivered monthly board reports summarizing financial, operational and key performance indicators (KPI’s) to board, management team and equity partners. Maintained a rolling 52-week cash flow model to accurately project cash balances, forward planning and future cash needs on an ongoing basis.

Burr Pilger Mayer was California’s largest regional CPA firm with over $75M in revenue and 400 employees in six offices throughout the San Francisco Bay Area. The Private Company Services/Consulting Group focused on providing a full range of accounting and financial needs for businesses and their owners across the entire company life cycle focusing primarily on companies with revenues below $50M. Key areas of personal focus involved turnaround and restructuring advisory, cash flow forecasting, due diligence and providing CFO advisory services to both high-growth and highly-distressed companies. Highlights include: • Developed and executed long-term operational, financial and strategic plans for companies that included strengthening the balance sheet, driving the income statement and improving financial ratios towards target benchmarks over multi-year periods primarily for growth stage companies and companies in various stages of renewal. • Monitored collateral and cash flow commitments to ensure bank covenant and cash flow compliance. • Developed long range financial models forecasting complete company financial statement projections including the ability to model various scenarios and strategy considerations at any level of required detail. • Utilized a team oriented and consensus building approach with management, various third-parties and investors to ensure that the company is taking the necessary steps to maximize value for all parties and employees. • Led due diligence teams through various buy-side and investor related acquisition/funding scenarios including the assessment of the target company’s assets, liabilities, commitments, and sales forecasts. • Served in various interim CFO/controller positions until a permanent solution was found or company returned to stability. • Mentored and coached professional staff including being named one of the ‘Coaches of the Year’ in 2011.

Experience included a mixed accounting and finance role with LifeScan, Inc., a medical device company with $1B of sales specializing in blood glucose meters for people with diabetes. Supported the stand-alone hospital sales channel and owned all financial and accounting requirements. This group was undergoing an internal turnaround after sales declined from $110M to $50M. My work contributed to a stabilization of the group, the launch of several new products and a return to consistent year-over-year revenue growth above $60M and net contributions above $17M. Highlights include: • Teamed with sales, contracting and marketing business partners to develop new pricing strategies for products, sales compensation, contracting and sales programs. • Created financial forecasts for next generation products through various milestones and ongoing assessments of funding requirements, market share, average sales price, gross and net margins, NPV and IRR commitments. • Managed the business and strategic plan process, providing ongoing analysis and delivering on financial commitments. • Built and continually improved the accounting reports and customized the information systems to enable financial accuracy, operating efficiencies and scalability including during the ERP transition from a DOS based system to JD Edwards. • Developed analytical tools to identify and eliminate a $17M diversion fraud scheme within LifeScan’s pharmacy rebate and contract pricing channel. • Planned, coordinated and led a two-day undergraduate recruiting event on behalf of the Johnson & Johnson west coast operating companies. Event recognized as ‘Best in Class’ by Johnson & Johnson corporate headquarters. Received the "Global Standards of Leadership Award" in recognition of the event.

Provided business consulting services to non-profit organizations working in the township communities of Cape Town, South Africa. The internship was a joint program between the University of Notre Dame and the University of Cape Town's Graduate School of Business.

Experienced auditor and income tax preparer for both privately-held and publicly traded clients. Experienced with clients of various size and across multiple industries including retail, construction, wine, and technology.

Experienced auditor and income tax preparer for both privately-held and publicly traded clients. Experienced with clients of various size and across multiple industries including retail, construction, wine, and technology.

Experienced auditor and income tax preparer for both privately-held and publicly traded clients. Experienced with clients of various size and across multiple industries including retail, construction, wine, and technology.

Conducted data analysis and visualization for business intelligence

Assisted in data collection and reporting for marketing campaigns