Feldco is a home improvement company that sells residential replacement windows, entry doors, garage doors, siding, and roofing systems to homeowners in the Midwest. Feldco is a direct-to-consumer company that has provided home improvement products to customers for nearly 50 years. We are headquartered in Rosemont, IL and service customers in Illinois, Wisconsin, Iowa, and Northwest Indiana, operating out of 12 different showroom locations.I lead teams responsible for the following functions at Feldco:- Financial Reporting- Treasury Management- Consumer Finance- Financial Planning and Analysis- Data Analytics- Accounting Operations- ComplianceFeldco Mission Statement: To delight our customers with the industry's best value and experience as the Midwest's leading home renewal company.

Provide business and financial consulting for fast-growing, privately-held, middle market businesses. Served as Interim CFO of two companies following periods of executive turnover. Special Project Experience:Project Penguin - Private Equity Owned SaaS Health and Wellness Company - Dec22 - Feb23- Created and executed 100-day plan following financial sponsor acquisition- Architected and executed implementation of contract database to better understand and measure customer base- Created monthly financial reporting package and weekly cash flow forecast templates- Established financial and internal controls for Accounting organization- Began migration of data from software systems to Datalake to improve data warehousing and analytics- Organized and created opening balance sheet for new entitiesProject Brightsmile - Private Equity Owned Pediatric Dentistry Practice - Nov22 - Feb23- Executed special projects for financial sponsor portfolio company- Created new provider compensation models for provider base of 150+ providers, streamlining model templates and cross-training employees to update on a bi-weekly basis- Recommended improvements to financial closing process to eliminate redundant steps, ensure material accuracy vs. trial balance, and reduce days to close

I served as the interim CFO for client over two three-month periods, with the latter following the involuntary termination of multiple members from the senior leadership team. I oversaw a small team of three individuals and completed cross-department projects with the President, COO, and Director of IT.During my tenure, I assisted in the execution and integration of five add-on acquisitions that doubled the size of the business, added product lines, and expanded geographic footprint.I spent much of my time working with the team to improve financial reporting. I identified issues with patient census measurement, collaborating with the financial sponsor and executive team to create new KPI definitions to better communicate organic growth. I also rebuilt SOPs and excel templates for 500+ customer monthly invoicing worksheets, utilizing information from 10 separate databases and reducing billing time from 21 to seven days. I also recreated all balance sheet supporting schedules and created accounting policies for various GL accounts to ensure reporting consistency, recommending one-time adjustments to financial sponsor. To conclude the engagement, I identified and quantified numerous material misstatements in historical financial reporting, drafting memorandum for financial sponsor outlining potential liability and potential next steps.I also spent time streamlining accounting operations and treasury management. I deployed a new bank account structure and daily cash schedules to streamline reconciliations while enhancing internal controls. I also engaged an outside firm to support acquisition growth in AR and AP volume.I helped lay the foundation for data analytics during my tenure. In collaboration with the Director of IT, I created systems architecture maps and primary key relationships to dynamically connect four databases to our accounting system, enabling the analysis of information in BI software.

I served the company for a four-month period following the involuntary termination of incumbent CFO and two members of the accounting department, overseeing lean team during of only three individuals.From the outset, I worked with the CEO to lead an aggressive restructuring effort that reduced monthly recurring burn rate by over $1 million. I managed detailed rolling cash flow forecast of three entities, which forecasted receipts within 1% accuracy (unfavorable variance) and disbursements within 5% accuracy (favorable variance) over a 13-week measurement period. I also negotiated new payment terms with approximately 20 vendors to delay cash disbursements during a transition to a new revenue cycle management (RCM) vendor.I spent significant time working with senior leadership to increase transparency around KPIs and create tools to hold clinicians more accountable. I created a CPT coding framework and flash reporting to enable the CEO and clinical leadership to understand which clinicians treated patients per company standards. These reports resulted in a 12% increase in revenue per visit within a month of deployment. The flash reporting also helped formulate a new variable compensation plan that increased accountability for clinicians struggling to meet weekly targets. I also created formal definitions of select KPIs impacting the call center, field support staff, clinicians, and RCM teams. I shared this standardized information through a weekly field efficiency report to the senior leadership team.During my tenure, I spent time with the new outsourced RCM vendor in analyzing reimbursement trends by payor, by provider, and by office. I identified bottlenecks in RCM processes and frequent underpayments on CPT codes from certain insurance carriers. The work completed resulted in increased receipts, faster collection times, and increased accountability for the new RCM provider.

Feldco is a home improvement company that sells residential replacement windows, entry doors, garage doors, siding, and roofing systems to homeowners in the Midwest. Feldco is a direct-to-consumer company that has provided home improvement products to customers for nearly 50 years. We are headquartered in Des Plaines, IL and service customers in Illinois, Wisconsin, Iowa, and Northwest Indiana, operating out of 11 different showroom locations.I reported to Feldco's Owner/CEO and its President, and was an integral part of six-person executive team responsible for dictating the strategic direction of the Company. During my tenture, the team oversaw robust organic growth driven by de novo market additions and product line expansions, resulting in 10-15% annual revenue growth since I joined Feldco. I managed a department of four reporting units and 30 employees, with the directives of protecting Feldco from risk, removing constraints on growth, and identifying cross-department opportunities for improvement. I participated in numerous cross-department projects to standardize recurring processes and create a more scalable business. I led teams responsible for the following Feldco functions:- Financial Reporting- Treasury Management- Consumer Finance- Financial Planning and Analysis- Data Analytics- Accounting Operations- Compliance- Legal RemediationFeldco Mission Statement: To delight our customers with the industry's best value and experience as the Midwest's leading home renewal company.

LaSalle Capital is a Chicago-based private equity firm focused on making leveraged buyout investments of small- to mid-sized businesses. LaSalle invests in companies operating within the food & beverage and outsourced B2B services industries. At LaSalle, we aim to make investments in companies with exceptionally strong management teams and work closely with management to develop and execute strategic plans, address specific operational issues, identify and negotiate add-on acquisitions, and finance continued growth. LaSalle is presently investing out of a $205 million fund. During my time at LaSalle, I completed one platform and 10 add-on investments, four credit facility refinancings, and one portfolio company realization.I served as a Senior Associate at LaSalle, where I assisted in all aspects of the transaction execution process, including deal sourcing, initial opportunity screening, investment thesis development, transaction structuring, market research and competitive analysis, confirmatory due diligence, and transaction documentation. I also provided operational support to the executive teams of four LaSalle portfolio companies, including i) a food platform consisting of three niche manufacturers selling branded and private label crackers, gluten free cookies, and condiments to food service and retail customers, ii) a janitorial services company providing service primarily to grocery store, retail, and rental car customers, iii) a security guard services company with operations in the Midwest, Mid-Atlantic, and Southern US, and iv) a flexible packaging distributor focused on servicing small- to mid-sized converters across the US.www.lasallecapital.comwww.westminstercrackers.comwww.goldshorseradish.comwww.drlucys.comwww.paramountbldgsol.comwww.unitedamericansecurity.comwww.impexfilms.com

Valor Equity Partners L.P. is an operationally active private equity firm focused on making expansion, growth, and buyout investments. Valor partners with talented management teams, providing the active operational support necessary to accelerate growth and improvement within their companies. The firm's invests in companies operating in the consumer, infrastructure and industrial services and manufacturing sectors.I served as an Associate at Valor. My responsibilities included investment prospect generation, transaction execution, confirmatory due diligence, market research and competitive analysis, and providing supplemental portfolio company support. I worked extensively with numerous portfolio companies, including Sizzling Platter, a Dunkin Donuts and Little Caeser's franchisee, SolarCity, a downstream manufacturer and distributor of solar energy systems, and All Smiles Dental Centers, a management services organization providing dental services to low income children in Texas. During my tenure at Valor, I assisted on the execution of two platform investments, five follow-on and add-on investments, and three recapitalizations.http://www.valorep.com/

I worked in the Business Services Group at William Blair & Company, focusing on merger and acquisition transactions and public equity offerings for middle market companies. While at Blair, I assisted in 10 different transactions across multiple industry verticals, including Payroll Processing, Document Processing and Services, Revenue Cycle Management, Equipment Leasing, Transportation and Logistics, and Consulting Services.