Guiding the evolution of finance functions within startups and small to medium-sized businesses, I have shifted their focus from mere regulatory compliance to becoming a strategic asset providing invaluable operational insights. By developing forward-looking projections, models, and revitalizing financial reporting, I have been instrumental in directing my clients' growth trajectory and achieving profitability. Selected clients and projects:• Cameo (B2C marketplace) – assisted with Series A fundraise.• Kiddo Health (healthcare SaaS) – prepared a 5-year Financial Model for a subscription + wearable product. • Airfordable (fintech) – fractional CFO for 2 years. Improved Cash Flow predictability by building a Daily Cash Flow/Demand Forecast model for a highly seasonal Buy-Now-Pay-Later Y-combinator startup.• M&A Due Diligences – performed quality of earnings analysis for M&A transactions.

Led budgeting, forecasting, and month end review processes for Brunswick's fastest-growing division. Provided financial support for M&A activities and post-acquisition integration. Monitored financial performance of organic growth initiatives, such as eCommerce, new product development and other business adjacencies. Mentored team of 6 financial professionals.• Created value-added analysis, helping identify trends and predict future performance.• Acted as Controller for Brunswick Billiards and assisted with integration into Life Fitness, collaborating with team on mapping order-to-cash processes from legacy system to Oracle.

Managed team of 3 Senior Analysts and provided critical financial support to division leadership team operating over 80 bowling retail locations. Coordinated long-range strategic planning, annual budget and monthly forecast process for P&L, Balance Sheet, and Cash Flow. Conducted competitive benchmarking and analyzed consumer spending trends.• Developed financial valuation model for investments in re-branding existing bowling centers. Participated on the team designing the new brand by providing feedback on marketing research, customer segmentation, pricing strategies, Food and Beverage offering, and overall guest experience. • Redesigned and improved FP&A processes and team structure and implemented new reporting tools, enhancing financial and operational decision-making information.• Monitored business pulse by performing competitive benchmarking and evaluating consumer spending trends.• Analyzed and presented financial results to divisional Senior Management as integral part of month-end review process.

Directed $4B annual budget, forecast, and 5-year strategic plan, including setting assumptions, analyzing and presenting submissions to Corporate Senior Management. Prepared presentations and supporting information for communications with Board of Directors and earnings releases. Evaluated major capital appropriation requests to facilitate execution of strategy.• Functioned as Finance lead on $20M capital investment for strategic manufacturing expansion in Brazil aiming to increase boat and engine market share in South America, modeling results of market research, determining build vs buy and tax implications through in-depth analysis.

Analyzed revenue and expenses for six domestic and international Golf Entertainment centers. Prepared ROI, price sensitivity, break-even analysis and models. Assisted with implementing new Business Intelligence tool and solicited and evaluated bids for new Point of Sales SystemSuccess Projects:•Implemented financial controls, employee training, and system improvements to facilitate the creation of new reporting tools which significantly improved visibility over revenue centers profitability, labor efficiencies and asset utilization.

Responsible for the budgeting and forecasting of over $200M of shipboard revenue. Assisted Management with discovering cost savings and revenue generating opportunities. Performed ROI, lease vs. purchase, demographics and ad hoc analysis. Reviewed potential contractual obligations for financial soundness.

Audited shipboard reports and recorded hotel revenue and expenses. Prepared Bank reconciliation, AR aging schedule, Payroll and Bonus Reconciliations. Developed accounting guidelines for the hotel expenses and revenues for New-build ships during dry-dock, inaugural season and regular revenue voyages.

Responsible for the proper settlement and clearing of equity transactions. Prepared broker/dealers daily P&L statements and various SEC and securities markets compliance projects.