● Developed robust key infrastructure for reviewing, analyzing and underwriting equity investments ($1M-$50M)● Procured tool and created valuation methodology for M&A and growth equity pillars; includes dynamic risk rating system and qualitative --> quantitative risk assessment tool● Create custom models for Accelerator clients ($1M-$15M); devise growth strategy playbook and create KPI targets and recommend monthly reporting package; create forecast and cash burn tool● Maintain and cultivate relationships to source deals● Established fund tracker infrastructure for capital calls

Fractional CFO for a variety of companies ranging in size from start-ups to $25M. Conducted pre M&A due diligence, created sophisticated models for build vs. buy (from the US or Canada), prepared monthly and annual cash flow forecasts. Stepped in to help a SaaS investment provider move potential investments through the diligence phase and created new templates for investment committee.

Belcan Corporation is an engineering consulting and staffing firm headquartered in Cincinnati, Ohio that serves the Aerospace and Defense industries. PE firm sold to Cognizant in 2024 for $1.3B.● Acquisition M&A – Point person for PE team at portfolio company for deal modeling on acquisitions, carve outs and dispositions. Manage diligence, synergies, QOE, on-site interviews etc. ● Acquisition Dashboards – Devised acquisition dashboard one-page summaries to be referenced prior to entering into a deal and to check status post-close; includes payback period, IRR, NPV etc. ● Integration PMO – Led integration of four acquisitions for all non-IT workstreams; Chief Communication Officer. Cutovers occurred on-time without incident; received accolades for "advocacy through complexity."● Valuation – Manage external valuation provider for all financial reporting valuation work (annual goodwill tests). Internally perform purchase price allocation (ASC 805)work for small deals; provided retroactive valuation of four entities for tax purposes and reporting unit valuations; conducted IFRS (IAS36) valuation; all internal. Saved the company over $200,000 from having to hire an external firm.● KPI – Created standardized KPI reporting for each business unit to be referenced in the monthly President meetings. Prepare attrition, DSO, aging and credit health report monthly for distribution to FP&A team.● Operations Support – Prepare 13-week cash forecast for PE group each Monday; partner with segment Presidents to improve operational outputs. Spearheaded work stream to materially improve collections; investigated root cause issues and amended processes. Act as liaison and oversee change management amongst functional groups.● Credit Department - Created fully functional credit department that enables D&B to function within Salesforce; devised automated credit scoring system; rolled out new credit and collections process to promote accountability.

Connetic Ventures is a digital venture capital firm that leverages an AI analyst to remove bias during the capital raising process; they invest in pre-seed and seed stage startups.

● Elected to help direct Strategic Initiative within two (2) months of being hired. Participated in decision making path for the company with Executive Team; worked directly with CFO.● Teamed up with LOB lead to assist in complex LMS Reseller analysis; results of the analysis completely changed the terms of the negotiations/pricing.● Created comprehensive Economic, Competitive and Internal Historical Review Factbook for Strategy Team.● Developed a competitive intelligence database from scratch, including competitive trading metrics.● Led discussions with Investment Banking teams regarding financials and outlook.● Prepared Board of Director and Executive Committee meeting decks.● Introduced various industry standards for SaaS metrics and led initiatives for Lifetime Value (LTV & CAC) calculations.● Devised and created in depth analysis to determine the Cost of a Sales Rep and key insights regarding forecasted amounts for the sales team; utilized cohort analysis.● Provide special project analyses for CFO, including earnings trends analysis; listen to competitive earnings calls and provide key information to operating teams.● Recreated specialized investment banking metrics so direct comparisons could be drawn with Goldman Sachs Research articles.● Utilized regression modeling to forecast product launches; included Tornado sensitivity charts. ● Charted Target Addressable Market (TAM) statistics for HCM space and Payroll industry using Pareto charts.● Utilized mathematical formulas to determine best value drivers for a Human Capital Management (HCM) /SaaS company.

● Acted as liaison for business owners to Venture Capital (VC) and Private Equity (PE) Investors.● Assisted over 200 Start-Ups with financial and valuation projects; many on the West Coast and in Silicon Valley.● Conducted and led due diligence discussions for over 150 IRC409a valuation projects in two years. ● Created custom valuation models for various life science companies (rNPV, carve out).● Experienced at guiding C-suite professionals and Board of Director members through complex financial issues.● Led over 200 projects, managing one domestic analyst and an offshore team of 5-10. ● Managed a wide variety of IRC 409a valuation projects for the purposes of issuing equity compensation. The companies range from newly formed start-ups without outside financing to those having secured Series Seed/Series A/Series B etc. to even well established companies with large distribution channels into all of the big box stores.● Prepared financial analysis of various IP portfolios for sale to a trust.● Received accolades for Client Relationship Management (CRM) skills and for BOD presentation skills.● Skilled at managing high pressure deadlines while still providing high levels of customer service.● Valued common shares of privately held companies for gifting purposes.

● Provided valuation and advisory services to middle market companies.● Received high client service marks for project management skills.

● Acted as project lead for 5-15 person multi disciplinary teams (Real Property, Personal Property, Intangibles); also managed the offshore team that supported domestic projects.● Advised Executive Management teams on synergistic value drivers prior to entering into a joint venture.● Conducted due diligence and managed interviews with C-Suite Executives.● Consulted with clients on various topics prior to structuring a deal/transaction.● Led large scale one-year valuation project for global tax reorganization efforts of a worldwide spirits producer.● Managed valuation projects for both Financial Reporting (ASC 805, 350, 360) and Tax Compliance ((IRC §338, IRC §351, IRC §367(d), § IRC 409a, IRC §936(h)), Discount Studies, Gift & Estate Taxes, GRAT, IC-DISC); projects ranged in size from $15MM to $750MM.● Provided Audit Partners with valuation expertise and feedback; experienced in resolving difficult valuation issues. ● Remotely supervised and trained associates.● Sold and led various financial modeling projects for companies looking to outsource finance function.

● Assisted clients in meeting their Financial Reporting requirements related to Business Combinations (ASC 805) and Goodwill Impairment testing (ASC 350).● Led large scale valuation project for billion dollar company emerging from Chapter 11 reorganization.● Prepared appraisals of Intellectual Property and Intangible Assets for lending purposes.● Provided valuation services to PEG and Hedge Funds to assist them in meeting FAS 157 Fair Value Reporting Requirements.

● Calculated restricted stock and blockage discounts.● Prepared valuations for Gift & Estate Tax Planning and Financial Reporting purposes (SFAS 141).● Performed discount studies for family limited partnerships.

● Created valuation models for many locally owned privately-held companies.● Prepared valuations for Foreign Interest Allocations, Tax Management, Restructuring, Buy/Sell Agreements and Litigation Purposes.● Utilized Black Scholes Option Pricing Model to calculate equity option values.

● Identified short-term and long-term option investment opportunities for the Director of Trading.● Produced real-time commentary and content for the website, and for distribution to media contacts (WSJ).

● Assisted management in performing sound credit recommendations; prepared decks for Credit Committee.● Assumed role as Structured Finance Analyst.● Identified lease and loan syndications for commercial equipment ranging from $1.0MM to $25.0MM, based on fluctating bond market conditions.● Performed discounted cash flow analyses and created economic pricing models to evaluate the profitability of various lease structures.