• Fractional CFO & strategic advisory services to help high-growth companies optimize financial performance and develop scalable growth strategies. • Have worked with high-growth companies across a variety of industries including CPG/food & beverage, eCommerce, Travel & Tourism, SaaS, FinTech, and others. • Fractional CFO partner for companies including PARO and Workbox.

• Developed product requirements, workflows, and roadmaps for several software product releases.• Managed developer teams to ensure product requirements were met and products were completed on time and on budget.

• Provided financial modeling and analysis, competitive benchmarking, long-range planning and forecasting, KPI dashboards and analytics, M&A evaluation, and other advisory services to Fortune 500 clients.

• Developed and sold functional plant-based immunity wellness products specifically targeted to the needs of the senior wellness market.• Managed the eCommerce platform, product inventory, channel strategy, supplier relationships, financials, etc.

WhenWhereGo! is a local distribution system for tours and activities, making it easy for hotels, hostels, and walk-in travel agencies book tours for their guests.

• Performed historical and trend analysis, consensus forecast modeling, and peer benchmarking for Fortune 500 clients using EVA methodology• Evaluated strategic plans, capital project decisions, and potential M&A targets• Built internal dashboards to provide additional value to clients

1) Fashion Forms – Women’s Apparel Manufacturer• Created a long-term financial model to forecast company earnings, cash flow, and bank credit line availability 2) Kingstar Ventures – Insurance Industry Customer Acquisition & Product Sales• Streamlined and automated monthly revenue and A/R calculations, allowing the team to close the monthly books in days instead of weeks. • Developed forecast models used to create reserve accounts to estimate cancellations, refunds, etc. 3) WorldPay SN (formerly SecureNet) – Global Payment Processing Technology• Prepared monthly revenue and operating statistics and analysis for WorldPay HQ throughout the acquisition process• Provided business insight and analysis to support the corporate forecasting process for SecureNet4) NFP Financial Services – Industry-leading Insurance Broker • Developed a sophisticated tracking metrics model & analytics for the company-wide implementation of Salesforce• Managed Salesforce implementation and training for the company’s Northeast region

1) Chassix Automotive - $1B (post-merger) Automotive Supplier • Analyzed balance sheet activity to prepare 200+ adjusting entries to the company’s past financial statements as part of a private equity merger integration team • Assisted with consolidation of foreign trial balances from Brazil, China, and France • Performed other ad-hoc analysis, including cutoff testing, lease analysis, fixed asset valuation review, etc.2) Lear Corporation - Tier-1 Automotive Supplier • Calculated depreciation expense for 80+ US and foreign entities, including FX differences, for CorpTax and tax returns3) Vista Maria – Non-Profit • Implemented a new client management & billing system to streamline operations throughout the company • Performed data verification and user acceptance testing while making improvement and control recommendations

• Performed reviews of high-risk activities in a variety of organizational and functional activities including real estate, global security, executive expense reporting, etc. • Identified and measured risk, evaluated controls, and made recommendations to management.

• Forecasted optimal timing for plant shutdowns & repairs by compiling unit constraints, fuel costs, etc.• Created Profit & Loss Statement for newly created Generation Optimization division• Ran and analyzed daily, monthly, and quarterly profitability reports