Led finance, information technology, and legal functions for corporate carve-out investment by Sun Capital Partners. Responsible for all corporate finance activities, including accounting and financial reporting, treasury, A/R, A/P, tax compliance, and budgeting and forecasting. Managed employee benefit and 401(k) plans with HR leaders. Oversaw IT separation from former corporate parent, including infrastructure and networks, ERP, and other business applications. Supervised general counsel to establish new corporate policies, manage intellectual property (patents and trademarks), and review contracts.

Oversaw finance, legal, and information technology functions at leading North American Internet-of-Things solutions provider owned by Avista Capital Partners. Directed accounting, treasury, and tax; internal management reporting and external reporting to PE sponsor and lender group; budgeting, forecasting, and financial analysis; information technology; and business support applications. Joined shortly after private equity acquisition and supported company through a period of rapid growth and diversification, culminating in successful sale to a strategic buyer (AMETEK, Inc.) in October 2018. Served as business unit controller under AMETEK between October 2018 and July 2019, providing leadership continuity and overseeing integration workstreams.

Led financial planning & analysis team and provided restructuring support at privately held Chicago news publisher. Joined shortly after the company’s emergence from Chapter 11 proceedings. Oversaw monthly financial reporting, daily and weekly flash reporting, budgeting and forecasting, sales compensation plans, business intelligence, and ad hoc financial analysis to support strategic and operational decisions. Directed team of six managers and financial analysts.

Delivered financial advisory services to companies and creditors in bankruptcy, workout, and litigation situations. Specialized in business plan analysis; preparing financial projections, including three-statement financial models and 13-week cash flow forecasts; and creditor negotiations.

Provided financial advisory services to clients in bankruptcy and workout situations.

Capital raising and investor relations for privately-held food & beverage company.

Environmental consulting services to federal and state regulatory agencies.