CFO & GROWTH LEADERStrategic and driven CFO, financial leader, and board member/advisor who has guided companies toward growth and profitability while building shareholder value. Transformative force over a 3-decade career, driving operational efficiencies, increasing productivity, effectively managing risk, and improving business performance. CPA/CFA with strong technical accounting expertise, solid knowledge of SEC compliance, and quantitative skills. Experience with publicly traded companies and small to middle-market private firms, including private equity (PE)-backed organizations.BOARD COMPETENCIESExperience working with PE-backed companies and boards on financial performance and strategic initiatives, such as profitability and restructurings, M&A, joint venture turnarounds, and upgrades to accounting and reporting functions. In advisory board roles at privately held companies, developed investment marketing collaterals and helped facilitate investments from PE sources. Worked with leadership teams to instill financial discipline, improve cost management, and implement risk management strategies.COMMUNICATIONSkilled communicator, financial thought leader, and a frequent speaker at conferences and events on topics ranging from the evolving role of the CFO to risk management, artificial intelligence, and more. Published in Financial Executives International and maintain a blog that discusses topics like CFO war stories, executive insights, and critical elements of world-class finance teams. A 2024 CFO of the Year finalist in the large private company category sponsored by the LA Times and a 2024 Orange County Business Journal nominee for CFO of the Year.TEAM BUILDER & UNIFIERTeam builder, unifier, and inspirational leader who prioritizes high ethical standards, trust, and accountability. Set a clear and compelling shared vision with team members, encourage “group think” communication, and value diverse thoughts and opinions to achieve the best possible solutions. Lead by example, demonstrating excellence and empowering people to take ownership of their work.CHANGE AGENTIn CFO roles, transformed data into actionable insights, ensured transparency, and enabled informed analysis that drove meaningful change. Upgraded teams, automated processes, and enhanced financial infrastructure. Implemented budgeting processes and increased organizational accountability. Introduced an advanced loan-level accounting system that automated reports and enabled data-driven decisions.