As a seasoned Fractional CFO/COO, I specialize in providing high-level financial strategy and expert advice to CEOs and founders. My focus is on enhancing business performance through meticulous financial planning, budgeting, forecasting, and cash flow management. I excel in driving operational excellence by leading process optimizations, streamlining systems, and implementing robust risk management frameworks. Additionally, I advance financial and operational management by developing and implementing KPI and OKRs, ensuring strategic alignment across all organizational departments.

Over the past few months, I have dedicated myself to overcoming significant health challenges and have proudly emerged as a cancer survivor and thriver! This transformative period not only bolstered my resilience but also enhanced my emotional intelligence and advocacy for workplace wellness, equipping me with valuable insights and strengths to re-enter the professional realm.Key accomplishments and learnings include:- Resilience and Adaptability: Developed a heightened ability to navigate and manage business uncertainties, fostering a robust approach to challenges.- Enhanced Emotional Intelligence: Deepened empathy and interpersonal skills, strengthening my capability in leadership and team management.- Health Advocacy: Advocated for the integration of wellness programs in professional settings, emphasizing the correlation between health and organizational success.- Continued Education: Actively engaged in learning about nutritional health and mental resilience, ensuring continuous professional development.- Networking and Community Engagement: Expanded my professional network through active participation in support groups, gaining a broader understanding of diverse life experiences and enhancing stakeholder engagement.This sabbatical has not only been a journey of personal growth but has also prepared me to bring renewed vigor and a holistic perspective to my professional endeavors.

As a strategic leader and integral member of the executive leadership team, I oversaw all facets of finance, operations, strategy, legal, and human resources, steering critical organizational design initiatives. Leveraging my financial expertise, I developed and managed the organization's annual budget, ensuring alignment with strategic objectives across all departments. I also implemented company-wide infrastructure and policies, optimized operations, and spearheaded DEIB initiatives to cultivate an inclusive, high-performance culture.

Cultivated key relationships with stakeholders, driving sales and boosting client engagement. I implemented a national growth strategy that increased revenue and expanded the client base. My role included streamlining contract execution and onboarding, focusing on strategic pricing. I also delivered financial training to diverse participants and collaborated with client managers to address specific needs. Additionally, I managed and mentored a team of three financial analysts to ensure high performance.

Delivered comprehensive financial advisory and valuation solutions, driving value in M&A, separations, divestitures, and restructuring for Fortune 100 technology, media, telecommunication, and financial service firms. I created financial models based on business issues or transactions being analyzed and drafted client reports and presentations. Additionally, I researched various technical and industry-specific issues in addition to identifying market opportunities.

Led the financial planning process for a product portfolio, including budgeting, forecasting, and variance analysis, resulting in an improvement in forecast accuracy year-over-year. I collaborated with cross-functional teams to build dynamic financial models for new drug development projects and presented quarterly financial performance reviews to senior leadership, providing actionable insights that optimized resource allocation.

Conducted business valuations for public and private companies concerning the valuation of intangible assets, business and stock valuations, litigation support and dispute resolution, lost profit/economic damages analyses, goodwill impairment testing, and estate valuations. Researched and wrote economic articles for company publication Insights Magazine to be distributed to clients.

Transferred with the LECG directors that formed the NY practice of Chicago Partners, LLC. I provided economic and financial analysis support for various high-profile corporate litigation disputes and presented findings to clients.

Provided analytical support for various litigation disputes. I created client work products such as financial models, memos, charts, graphs, reports, presentations, exhibits, etc. Additionally, I participated in extensive ongoing data research and analysis for various cases including a worldwide software company, a top ten global financial services company, and a highly publicized bankruptcy case.

As a Program Assistant, I conducted thorough research on human trafficking trends and assisted in creating impactful collateral materials for awareness events. By monitoring and reporting on the latest developments, I contributed to raising awareness and promoting advocacy efforts in the fight against human trafficking.