Drawing from extensive expertise in finance, operations, business development, and capital raising across various industries and growth stages, we specialize in empowering early stage to middle-market companies and entrepreneurs to define their unique competitive edge.• Provide strategic advice and mentorship to startup founders.• Assist with fundraising, business development, and growth strategies.• Help startups navigate challenges and achieve their growth objectives.• Source and evaluate investment opportunities in startups and growth-stage companies.• Conduct due diligence, financial modeling, and market analysis.• Oversee budgeting, forecasting, and financial planning processes.• Provide strategic insights to senior management based on financial analysis.

Oversaw all aspects of finance to meet the business's strategic and operational requirements to raise capital and bolster commercial activities. I made several key contributions including:• Spearheaded a $12M Series-A capital raise, significantly bolstering UPKARA, INC's financial resources for future development.• Devised and executed strategic cap table sensitivity analyses to enhance financial structuring and investor relations.• Streamlined investor communications, establishing robust protocols for a diverse investor base spanning two continents.• Transitioned UPKARA, INC to independent status, leading strategic financial initiatives to secure company development and stability. • Directed a successful $12M Series-A funding round in a challenging investment climate, engaging with prominent investor groups to secure capital. • Optimized equity distribution and convertible note conversions by developing cap table sensitivity scenarios while managing a diverse investor base of approximately 80 stakeholders across North America and Australia. • Spearheaded the development and implementation of revenue growth strategies, focusing on a value-based pricing model to expedite the road to commercialization.• Formulated and implemented a value-based pricing strategy to drive revenue growth and accelerate market entry.• Oversaw cash management operations, achieving effective cash burn rate control and strategic R&D investment.

Oversaw corporate finance, treasury, and financial reporting functions, ensuring compliance with regulatory standards and alignment with strategic growth objectives. • Led restructuring efforts that resulted in the first year of positive EBITDA, marking a significant financial turnaround.• Formulated and executed joint venture agreements to expand market reach and secure strategic partnerships. • Supported negotiations for sales and marketing agreements with key distributors in China and North America, broadening the company's international presence.• Drove a 104% increase in revenue through strategic partnerships and market expansion initiatives.• Established key joint venture agreements, enhancing the company's operational capabilities and market penetration.• Negotiated pivotal sales and marketing agreements, fortifying the company's position in competitive international markets.• Developed a comprehensive cash flow forecasting model to integrate farming, sales, marketing, and customer payment processes.• Guided financial restructuring of farming operations across the US and Mexico, optimizing resource allocation and operational efficiency.

Directed corporate valuation efforts, employing Monte Carlo simulations to assess risk and inform strategic decision-making. • Played a pivotal role in a reverse merger that secured $25M in financing, marking a significant corporate milestone.• Spearheaded the development of a robust cash budget, closely aligning with clinical trial benchmarks to secure ongoing investor support.• Managed comprehensive financial models and analyses to guide investor and merger partner negotiations, ensuring optimal ownership structures and minimizing dilution impact.• Implemented organizational changes within the accounting and finance departments to meet stringent SEC reporting standards for public companies.• Developed a strategic multi-year cash budget to support critical clinical study milestones and investor financing requirements.• Contributed to the establishment of an Investor Relations Roadmap, optimizing market coverage and investor communications.

Managed financial operations and strategic direction as CFO, transitioning to COO to navigate a severe market downturn and geo-political crisis. • Successfully negotiated and integrated Hyundai Automobiles into the company's portfolio, doubling unit volume within the first year.• Spearheaded organizational restructuring, operational streamlining, and risk management strategies, achieving enhanced profitability and expanded market share. • Directed the acquisition of new product lines and formation of joint ventures in anticipation of Qatari energy and infrastructure sector growth. • Diversified product offerings to penetrate new market segments, augmenting revenue streams and strengthening competitive positioning.• Played a pivotal role in the formation of two joint ventures, contributing to a 40% revenue increase and a significant rise in EBITDA over eight years.• Expanded heavy equipment offerings with low-and mid-priced brands, complementing the Komatsu line and boosting revenue by 50%.• Led financial due diligence and strategic planning initiatives that underpinned the company's sustained growth and market leadership.• Implemented financial planning and analysis processes that enhanced budgeting accuracy and supported informed decision-making.

Hired by the board of directors as part of a new management team brought in to implement global best practices. Fulfilled varied, critical leadership roles, including interim CFO for the first year of tenure then promoted to direct and steer the Western Province dealership operations, including sales, service, and full P&L (circa $150M) operations responsibilities.

Leadership role to strengthen financial health and streamline fiscal operations for this global science supplier serving pharma/biotech, healthcare, academic, research, and government clients.

Provided financial leadership in management of financial operations, analysis, and planning following Visteon’s spinoff from Ford.