Cfo + Treasurer | Controls, Fundraising, Finance + Operations Leadership
During my 12-year tenure with this privately-held specialty health, wellness and fitness company, I shaped a strategy yielding 468% organic growth that earned us a spot-on Inc. Magazine’s 5000 Fastest-Growing Private Companies for 10 consecutive years. In addition to “Best Ever CFO” accolades by the Founder/CEO and Board, I was humbled to earn our coveted Chairman’s Pursuit of Excellence Award, and of successfully transforming the CFO office into a strategic partner. ⏩HIGHLIGHTS:✓ Led the turnaround of declining EBITDA in just 1 year through IT automation, contract renegotiations, cost controls, improved A/R processes and a Finance revamp featuring specialized FP&A, Treasury and GL teams. ✓ Procured investor financing during the great recession by leading pitches, forecasting and analysis presented to PE investors, mezzanine debt providers and senior debt lenders. ✓ Implemented Deferred Compensation plan, the robust management of its stock option plan and oversaw all insurance coverages (including company’s first-ever cyber insurance). ✓ Served on subsidiary Boards of Directors and on company’s Underwriting Committee, Finance and HR Councils.✓ Championed creation of an IT Tech Center and Operations Center in Columbia, SC by initiating and leading the company’s first-ever collaboration with a major university (the University of South Carolina).