As a finance professional, I’m passionate about creating value for your business through enhancing company structure, financial reporting, and operational efficiency. My mission is to help you scale and succeed in reaching your next Milepost.📊 With over 20 years of progressive experience, I’ve honed my skills in corporate finance and accounting. My journey began at Deloitte in Orange County, CA, where I worked alongside innovative real estate companies and professionals.🌐 My background extends to M&A and private equity, where I’ve added value leading to successful exits. My expertise lies in change management, streamlining accounting functions, and implementing internal controls and automation.🏢 Currently, I perform fractional CFO and accounting services. I also orchestrate real estate investments emphasizing passive income.Here’s a snapshot of my accomplishments:Professional Summary• Big Four Audit Background: I’ve audited corporate giants to startups, gaining insights into financial structures and best practices.• Private Equity Experience: Working with PE portfolio companies ranging from $2 million to $2 billion in annual revenue, I’ve optimized accounting processes, driven efficiency and facilitated exits.• Real Estate Investment: I served as head of finance for private funds with over $200 million in AUM, including a private REIT debt fund and an equity fund focused on commercial real estate.• Strategic Leadership: I oversaw financial reporting, accounting, tax returns, investor relations, and more for numerous organizations.Notable Achievementso Point for $97.5 million Freddie Mac + preferred equity refinance of a notable student-housing/multi-family project in Utah.o Point for financial due diligence of $75.5 million sale of Ogio to Callaway.o Boosted YoY EBITDA by 50% despite revenue decline of 9% for a PE-portfolio company.Personal Summary• Husband and father of five enjoying all that Utah's outdoors have to offer!• From Chicagoland’s west suburbs.• College football and MLB enthusiast - #gocougs #letsplaytwo• Tennis & Pickleball lover – let's go hit!Let’s connect and reach our next Milepost together!