CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies. With experience serving over 300 private equity firms and 1,500 portfolio companies across North America, CBIZ Private Equity Advisory delivers deal advisory and performance management & improvement services at every stage of the investment lifecycle. CBIZ Private Equity Advisory designs and executes solutions focused on supporting investors and executives in optimizing outcomes and returns.

Financial and Supply Chain Adviser to Borsetta - the secure, trusted and eco-transparent supply blockchain for the ethical luxury goods industry. Borsetta validates the jewelry supply chain with proof of origin, cultivation, production, ownership, transaction, and certification, and value is attributed from all verified partners in the chain. The digital encrypted product is blockchain verified with transparent and authenticated data which is at the heart of Borsetta’s innovation.

Walmart Segment Finance & Strategy, 2016-2017 Merchandise Finance and Strategy, General Merchandise, 2013-2016 Corporate Finance, Global Leverage, 2012-2013 Operations Finance and Strategy, Midwest Division, Chicago, Illinois, 2006-2012CFO of multiple business units with experience supporting both sides of the matrix organization (operators and merchants). Responsibilities included: improving performance reporting processes, developing quarterly result summaries for investor relations, and developing long range growth targets based on industry expectations and market share growth. In addition, coordinated balance sheet reserves reviews and partnered with Controllers on determining impact from new FASB guidelines. Extensively used Hyperion Essbase and Smart View; experience with SAP and Teradata SQL. Key accomplishments: - Led a $120M capital equipment rollout across over 2,500 stores. Improved operating profitability by championing the exit of hundreds of under-performing stores. -Led vendor negotiations - Coordinated Walmart’s expansion into Wireless phone leases, requiring due diligence on numerous lending laws.- Provided business leadership with analysis and recommendations to address underperforming businesses/initiatives, leading to $200M improvement in margin with no sales dollar impact.

CFO to multiple business units with full P&L responsibility. Managed a team that coordinated the annual financial planning and monthly forecasting processes for the $40B Kmart and Sears Retail Businesses.• Annual Planning: Partnered with the chief merchants to develop sales and margin targets for the businesses to deliver the corporate EBITDA targets. Coordinated planning effort with logistics, product services and off-mall formats. • Strategic Analysis: Provide financial analysis support to the office of the chairman. Develop analyses with business cases to support corporate strategic initiatives.Merchandise Finance: Senior financial representative within the business with full P&L responsibility. Experience in Electronics, Home and Apparel.• Business Planning and Forecasting: Developed top-down division sales, margin and turnover targets for the annual and seasonal operating plans. Led the development of bottom-up annual operating plans that are aligned with the strategic direction of the business. Identified monthly forecast variances and developed plans to address.• Business Strategy/Capital Planning: Assisted the business VP in developing and refining the five-year business strategy. Responsible for developing business cases for capital expenditure requests. Projects included a $25M electronics reset, a $50M home-décor rollout, a $120M division launch, a $300M business exit and numerous partnership agreements.

Directed process and operational improvement projects within consumer and industrial products industry. Developed proposals, project plans, deliverables, and cost benefit analyses. Recruited and coached employees. Managed ten-person team in analyzing and designing standardized in-house trade flow for major automotive manufacturer. Identified over $500,000 in annual savings for affected areas accounting for $500M in sales. Led development of financial requirements to support supply chain reorganization at $14B food processing company, impacting over 35% of product distribution.