Fractional CFO/COO Services | Bookkeeping | Fundraising

Led and supported efforts across multiple strategic areas of the business including: fund raising, M&A, new business opportunities, key partnerships, investor relations/board communications. Provided strategic advice and recommendations across multiple business units.

Worked directly with the C-team to evaluate and pursue new business opportunities via M&A and internal growth, while managing and supporting other key strategic initiatives and board communications.Contributed to $10B in funded PPP loans for over 200k businesses by leading and supporting initiatives within operations, sales, partnerships, product, finance and reporting.

Created business case and negotiated agreement, locking in multi-million dollar recurring EBITDA. Analyzed shipping cost and online order conversion, recommending approach with $10M in savings.As General Manager of Premium Vision, LLC:Managed a team and P&L for a multi-million EBITDA business; developed and strengthened relationships with key partners.Led creation of a new e-commerce site that integrates lab and fulfillment services; Fortune 10 partner. Increased value delivered 3x by uniting two teams, hiring a lead developer and establishing processes. Managed the launch of an e-commerce site within a native mobile app.Premium Vision, LLC is a subsidiary of 1-800 Contacts, which is a portfolio company of AEA Investors

Managed a tele-health product and product team, developed full-funnel strategy and forecast, collaborated with key stakeholders, presented frequently to executive team.Managed the build and launch of a web-based vision exam within four weeks, which included video and voice recording capabilities. Increased value delivered from partner tele-health product by 25% within 10 weeks. Led creation and execution of a product redesign, new marketing campaign, and personalized video. Design Thinking | Customer Journey Mapping | Social Media | Partnerships | Analytics

Delivered value through M&A, partnerships, and leading internal strategic initiatives; collaborated with executive team.Worked on key M&A deals – sourced, evaluated, made recommendations, negotiated terms. Created email marketing strategy, including a plan for implementation with key milestones and KPIs. Pursued partnerships, performed customer/market analysis (LTV), prepared board communications.Backcountry is a portfolio company of TSG Consumer Partners

Led due diligence, interfaced with industry partners and CEOs, and provided peer leadership. Managed a team of six through the due diligence and investment process, resulting in an investment of 10% of allocated capital.Industry experience: Artificial Intelligence | e-commerce | HR Analytics | Tax Resolution | Social Media | Fraud Protection | Cyber SecurityBYU Cougar Capital is a venture capital and private equity fund run by 2nd-year MBA students at the Marriott School at Brigham Young University. VCIC global champions.

Managed multiple projects to create and implement strategic initiatives. Increased international sales by 4x, developed go-to-market strategy for US Hispanics, and identified potential solutions to turnaround sales in a country based on primary (customer survey) and secondary research. Collaborated with marketing, product development, and operations.

Internal consultant within a high growth business unit. Created a framework to facilitate profit and growth trade-off decisions, and fostered innovation by developing processes to improve collaboration.

Sourced, evaluated, and pursued search fund acquisition targets. Valued those targets for growth opportunities via financial models and market research, and presented recommendations to Partner via investment memos. Played an instrumental role in sourcing the deal pursued and finalized by the Partner.

Collaborated on strategic decisions, led strategic planning and new business proposal efforts, negotiated $100M+ proposal with international client, and managed financial analysis and reporting on a $1.4B commercial program. High Potential Leader program (top 1%)

Managed teams to ensure projects were planned and executed effectively, within budget. Industry experience: Private Equity Real Estate | Manufacturing | Aerospace | Retail | Chemical | Healthcare

Worked autonomously with diverse teams on clients with international operations. Recognized for effectively mentoring and supervising staff.Industry experience: Solar Energy | Technology | Non-profit

Hired and managed 24 employees, and supervised the daily instruction of 80+ students in learning the Spanish language and achieving key performance indicators.