-Hands-on leader and company's first CFO with oversight of FP&A, accounting, risk management, tax, treasury and cash management, legal, data analysis, inventory planning, operations, technology and HR -Advised CEO and Board of Directors on financial strategies, resource allocation, cash management and capital funding requirements. -Led financial reporting and business planning efforts, including recurring reporting of KPIs, quarterly Board of Directors financial presentations and monthly lender reporting packages-Partnered with CEO and senior leadership team to set strategic growth objectives, build annual operating plan, and cascade goals to department and individual level-Partnered with leadership team and CEO to identify new markets and expand revenue to new, higher margin channels-Led capital raising efforts with CEO and co-founders; built the financial models, pitch decks, and communicated the financial performance and strategy; closed 5 rounds of equity and debt financing-Developed and institutionalized unit economics (LTV:CAC threshold requirements) and data analytics as drivers of decision making across all customer acquisition channels-Led implementation and rollout of NetSuite ERP system as the central accounting, inventory and operations technology platform

-Led team responsible for finance, planning, analytics, accounting, cash and risk management, tax, project management and food/wine compliance functions-Led P&L and cash flow annual planning and period forecasting processes; implemented a closed loop forecasting process incorporating recurring feedback from department leaders to improve accuracy and accountability-Led capital raising efforts, negotiated lending facilities and directed associated due diligence processes to expand and improve capital structure and liquidity position with banking partners -Developed increased transparency of financial performance and instituted and delivered recurring financial reporting to department heads including leading monthly organization-wide business reviews with CEO and leadership team-Redesigned business reporting tools to integrate forward-looking models into the company’s dashboard reports, compare actual results to forecast and prior year, and include visualizations reporting (Tableau)-Built an excel-based dynamic SKU pricing model including daily review of performance with Marketing and Product leadership to set pricing strategy and expected stock out forecast during holiday peaks-Led renegotiation of outbound shipping contracts with FedEx, UPS and USPS resulting in significant annual cost savings -Evolved accounting policies and procedures including instituting enhancements to inventory control and costing data within the company’s legacy technology systems-Led inventory purchase order improvement process, partnering with supply chain leaders to rollout an open-to-buy purchase order forecast tool that aligned POs and cross-department approvals with the financial forecast-Led annual financial statement review with CPA audit firm to ensure compliance with GAAP and lender requirements

-Recruited by J.Jill’s CFO to lead FP&A, company-wide P&L, balance sheet and cash flow forecasting, financial modeling, and the development of business case models and analyses for large strategic projects-Partnered with the CFO and CEO to develop Board of Directors and external investor presentations that effectively communicated the health and performance of the business-In support of the new store opening strategic plan, partnered with internal team and external agency to review and identify new markets including customer demographic and geographic data, building new store financial model pro forma, and analyzing synergies within store portfolio-Overhauled and rebuilt the company’s financial planning and reporting model and instituted best-in-class modeling processes and procedures; resulted in reduced complexity, decreased processing time, and increased accuracy of the company’s weekly forecasts and financial reporting packages-Led the due diligence process and served as the key liaison to investment bankers, CEO and CFO in support of the sale of the company to private equity firm TowerBrook Capital Partners-Led financial modeling and due diligence as partner to the CFO, CEO, investment bankers, attorneys and advisors in preparation for the company’s IPO and S-1 filing

-Promoted to lead FP&A for corporate entity after leading FP&A at business unit (Norm Thompson Outfitters)-Led and mentored a team overseeing corporate and business unit planning and analysis, financial modeling, long-range strategic planning, shared service finance, treasury, cash management, and vendor communications. Grew organizational oversight from 2 to 10 direct reports with an indirect team of 60; reported to CFO-Developed and implemented the company’s first enterprise-wide customer acquisition model; identified opportunities and partnered with brand marketing leaders to grow the active customer base and optimize marketing investments-Provided guidance, leadership, and direction to the business unit executive teams and analyzed and challenged business unit P&L, balance sheet and cash flow forecasts to identify areas of risk/opportunity and improve forecast accuracy-Prepared communication and presented weekly cash flow and liquidity performance results to Board of Directors-Developed and implemented cash forecasting processes and controls across the enterprise to ensure compliance with cash flow and liquidity covenants-Partnered with private equity sponsor (Golden Gate Capital) on all M&A activities including pro-forma financial statement modeling, cost synergy analyses, data room review, and strategic value presentation for acquisition targets and integration of successful acquisitions

-Managed and led the FP&A department, including hiring, mentoring, and developing 2 direct reports-Drove the development of the business case and strategic plan that led to the successful acquisition and integration of a start-up catalog business-Directed the due diligence process and partnered with the CFO and CEO to sell the company to private equity firm Golden Gate Capital and operating entity Orchard Brands