• Lead operational finance and data analytics for a +$1B revenue division• Oversee all aspects of FP&A including risk-adjusted investment opportunity evaluation/modeling, capital allocation, forecasting/budgeting, cash management, growth strategy development, and cost containment • Co-lead procurement strategy and negotiations for contracts covering $2B+ in spend • Develop and implement growth and cost-savings initiatives in collaboration with operational field partners• Evaluate, model, structure investment proposals and co-lead due diligence of new business development opportunities, including direct capital investments

● Recruited by CEO to join company as CFO from private equity investor● Closed three add-on acquisitions - one of which doubled the size of the company; evaluated seven others– Created from scratch and managed the valuation/financing merger model used for all acquisitions– Co-Led negotiations with owners and lenders– Led business due diligence and interfaced with external providers– Developed and executed integration plans for financial and operations functions● Directed finance and operations team of 15 encompassing accounting & reporting, financial planning and analysis, cash management, forecasting, HR, legal, project management and IT● Executive responsible for creating cross-departmental integrated growth models and analyses to measure, forecast and optimize performance and investments across entire organization● Established departmental structure and processes to scale as company grew revenue from $12M to $50M● Expert in MS Excel, PowerPoint and WordSELECT PROJECTS● Analyzed historical customer buying patterns to design and build model used as the foundation for setting company’s annual sales goal as well as individual rep quotas, compensation plans and territory planning ● Uncovered key multiproduct customer buying trend that led to a shift in company-wide strategy● Created ROI model to measure performance and return of a ten member inside sales team initiative ● Built growth model that supported projections to lead to successful recapitalization of company in 2015● Led research, decision making and implementation of new enterprise wide accounting, project management and human resources systems

● Contributed to all aspects of evaluating, structuring and executing change of control LBO transactions as lone junior member of three person deal team targeting companies with $5M-$20M in EBITDA– Initially screened and recommended investment opportunities– Constructed detailed fundamental valuation models to project performance and investment returns– Performed operational and financial due diligence; interfaced with management, lender, attorney, and other external providers; authored and presented investment thesis to partner investment committee● Monitored portfolio investments through Board of Director meetings, analysis of monthly operational performance, assisting portfolio company management in evaluating strategic initiativesSELECT TRANSACTION EXPERIENCEIn each instance, contributed in all manners mentioned above● Acquisition of Corporate Visions, Inc. – B2B marketing and sales messaging, tools and training company– Invited by CEO to join company as full time CFO shortly after acquisition● Acquisition of KRD Trucking, Inc. – Leading provider of outsourced, long-haul waste transportation service– Built complex model to assist CFO in managing and projecting unique debt covenants post-acquisition● Acquisition of NaturMed, Inc. – Developer and distributor of specialized nutritional and health supplements

● Built comprehensive valuation models to evaluate various corporate transactions, prepared client advisory materials, conducted extensive financial and business due diligence● Created firm-specific analyses for both public and private companies that include detailed valuation analyses, capitalization and shareholder analyses, institutional buy-side and equity research comparisons and sector-specific equity capital market trends and various other strategic advisory assignmentsSELECT TRANSACTION EXPERIENCE● Advised LKQ Corporation on its $427.8 million follow-on equity offering used to fund strategic acquisition– Created offering materials, valuation analyses and roadshow presentation– Traveled with CEO and CFO during roadshow for presentations with institutional buy-side clients