Led the Museum's budgeting, forecasting, financial reporting, accounting, business planning, financial policies, insurance, contract oversight, risk management, information systems, and venue rentals. Member of the Museum Leadership Team, Finance Committee, and Strategic Planning Committee. Manage the Finance department including five direct reports.

Outsourced finance professional responsible for leading a team of financial analysts and accountants for clients, ranging from startups to $20 million in annual revenue, industries included non-profit, B2B services, e-commerce, and financial services. My accomplishments included:- Sell-side finance lead for the acquisition of an e-commerce company by a publicly traded, Nasdaq company; sell-side lead for two quality of earnings and management meetings- Managed the annual budgeting process, operating forecasts, and finance strategy for 12 companies; lead monthly financial strategy meetings with c-suite officers and department managers-Presented the budget, YTD financial performance, and variance analysis to client’s Finance Committee and Board of Directors on a quarterly basis

Investment professional responsible for evaluating investment opportunities, leading due diligence, underwriting equity investments, monitoring the portfolio companies, and assisting in the fundraising process for a growth equity firm. Worked on 26 buy-side debt and equity financings, representing approximately $30 million in invested capital. Fund investments included growth stage, minority equity securities in technology-enabled businesses such as healthcare IT, SaaS, and B2B services. Held board observation responsibilities for Choice Legal, Inc. and board participant for Thrive Frozen Nutrition, Inc., STRAX Intelligence, LLC, and Proficient Auto Transport, Inc.

Worked on 14 deals, including buy-side debt and equity financings; built financial projection models, prepared valuation analyses, assisted with the writing of the investment thesis memorandums, and supported the due diligence process.