• Built out and oversees the portfolio management function at Juniper. • Implemented systems and processes to gather, analyze and report portfolio company performance. • Developed portfolio company onboarding process, which helps our new management teams learn the requirements and expectations of being a Juniper portfolio company. • On a day-to-day basis, works with management teams on issues including accounting, budgeting, debt compliance, insurance, risk management, and ESG reporting. • Internally, works with Partners and deal teams on valuation reviews, exit preparations, and identifying and executing fund and portfolio company improvement efforts.

CFO of Bradford Minerals, a family-owned company funded by Denham Capital that acquires royalty interests and mineral rights, with a strong focus in the Delaware Basin.As a key member of the Executive Management team, provide strategic oversight in the overall startup activities and management of the company. Responsible for initial design and implementation of the financial and corporate functions of the businesses, as well as day to day management and oversight all financial-related activities of the company. Areas of focus include establishing banking relationships, implementing benefits and payroll solutions, budgeting and cash management, placing insurance program, implementing corporate governance processes, and developing and implementing private equity investor reporting.

Director of Denham’s Portfolio Services Group (“PSG”), which is responsible for interaction, analysis, reporting and monitoring of portfolio company performance. PSG serves as a central repository for best practices, process improvement, and identifying, executing or coordinating portfolio company optimization and improvement efforts.Serve in an independent oversight role for portfolio company performance through monthly and quarterly reviews, which have led to intervention and optimization projects including: • zero basing management teams,• restructuring insurance program resulting in savings >$5 million, • analyzing the cost benefit of in house versus outsourced accounting, • taking a mining exploration and geothermal project through a restructuring process • preparing companies for exit, including data room preparation and sell side due diligence.At the portfolio company level, key contributions include: • selection and implementation of both the Baxon and iLEVEL portfolio reporting systems across a portfolio of >30 companies, • developing a consistent framework of financial and non-financial data across industry groups, • created and implemented Denham’s portfolio company “on boarding” process to introduce new management teams to Denham’s expectations regarding corporate governance, cash forecasting, capital calls, periodic reporting, etc.At the fund level, focused on improving our internal planning processes, including:• transitioning our quarterly proforma exit planning process from a high level, assumption based model to a detailed project level capital inflow / outflow model. • improving the consistency and reliability of our quarterly fair value process by validating key assumptions through other available data sources.• enhancing our ability to model various scenarios at both the fund and management company level to improve decision making.

Lead financial due diligence efforts for strategic and financial buyers and sellers, with significant deal experience in the oil & gas industry (upstream, midstream, and oil field services). I worked on domestic and cross border acquisitions and divestitures ranging in size from under $10 million to over $30 billion in enterprise value.Helped clients evaluate targets, assess the quality of earnings, determine the impact of transition and carve-out issues, and identify potential valuation issues. Responsible for overseeing financial, tax, insurance, HR, and risk management teams to deliver a coordinated and issues focused diligence report to clients, and to communicate with senior client management as the primary client contact on projects.