United Energy Workers Healthcare is a home health services provider for beneficiaries of the Energy Employee Occupational Illness Compensation Program Act (EEOICPA), which operates under the administration of the U.S. Department of Labor with 2023 sales of $110 million.Chief Financial Officer / Shared Service LeaderManage a team of thirty-seven (six Finance, seven IT Systems, ten Human Resources, fourteen Billers). Report directly to CEO. • Recruited by Korn Ferry on behalf of Leavitt Equity Partners (a private equity firm in Salt Lake City, UT).• Hired to assist with the transformation of the business from founder led to a more professional leadership team and culture to maximize organic growth and be organizationally nimble with M&A opportunities.• In addition to leading the Finance team, provide shared service leadership over IT Systems, Human Resources, and the Billing teams. Weekly billings to the U.S Department of Labor are about $2.5 million per week.

Penn Foster Group is an online provider of high school, college, and career-focused education and professional training with 2022 sales of $200 million.Chief Financial OfficerManaged a team of forty-five (forty-five Finance). Reported directly to CEO. • Asked to stay on as CFO after acquisition of Carrus by private equity sponsors (Baypine and Two Sigma Impact).• Developed and assisted with a comprehensive transformation plan to unlock synergies between the two companies.• Spearheaded the project to integrate disparate financial systems on to Microsoft’s Dynamics 365 Finance system.

Carrus is an online provider of career-focused education and professional training focused in healthcare with 2021 sales of $70 million. The company has trained over 100,000 students for new careers, has more than 150 partnerships with colleges and universities nationwide, and provides training for some of the most respected healthcare employers in the nation.Chief Financial Officer / Chief Operating OfficerManaged a team of eighteen (seven Finance, four Business Intelligence, seven operational systems). Reported directly to CEO. • Recruited by Korn Ferry on behalf of Revelstoke Capital Partners (a private equity firm in Denver, CO).• Closed a $10 million recapitalization deal in September 2018 with company’s lenders and investors based upon a three-year recovery plan focused on expanding the company’s SaaS capabilities and improving its go-to-market operations.• Created a Business Intelligence team using a cloud-based data warehouse and Tableau reporting visualization. Stood up several key executive dashboards within the first ninety days of project start date that were used to develop the three-year recovery plan.• Successfully negotiated commercial contracts with key technology venders to provide necessary services to downsize internal IT staff that was maintaining several legacy systems that were not competitive in the marketplace. Expected 2021 EBITDA of $18 million (2018 EBITDA was $7 million)• Overhauled all financial models used by the executive team to monitor cash flow and progress towards key performance indicators.• Acquired a $19 million business in March 2021, a $4 million business in July 2020 and divested a $5 million business in November 2019.• Helped drive a successful exit for investors in October 2021. Engaged with William Blair as Company’s investment banker and assisted with creating financial models and road show materials for potential Buyers.

ReachLocal provides digital marketing service and software solutions to small and medium-sized businesses in both the US and 11 other countries with 2017 sales of $363 million. ReachLocal was a publicly listed company (Nasdaq: RLOC) and was acquired by Gannett Company (NYSE: GCI) in August 2016.Senior Vice President Finance and Business IntelligenceManaged a team of eight (four Finance and four Business Intelligence analysts) and engaged frequently with international finance teams on forecasts and special projects. Reported directly to CFO. • Recruited by Spencer Stuart on behalf of the company.• Worked with Gannett’s business development team on the purchase of SweetIQ Analytics Corp located in Montreal, Canada in April 2017. Developed the synergy assumptions that went into the valuation model.• Created the financial modeling and other due diligence material in collaboration with Citibank’s Technology Investment Banking group that was used to sell the company to the Gannett Company in August 2016 for $156 million. Worked on a number of post integration projects to expand EBITDA.• Worked closely with operational leaders and Vici Capital Partners, a management consulting firm, to prioritize cost reduction projects through detailed financial analysis and modeling. Annual EBITDA impact from Q2 2015 to Q1 2016 was $25 million favorable year-over-year while revenue declined 21% over the same period.• Evaluated several Mezzanine debt proposals and made recommendation to executive team and Board. Led the due diligence effort to close a $25 million deal with Hercules Technology Growth Capital (NYSE: HTGC).• Overhauled the management reporting of the company to provide better weekly and monthly insights to operational leaders into the company’s financial performance. The reporting suite included: a LTV to CAC analysis, a cohort analysis for SaaS software products, a sales productivity scorecard, and a service efficiency scorecard.

Consulting practice focused on 1) creating strategic plans for both executive committee and Board of Directors discussions, 2) improving management financial reporting (balanced scorecards / tactical dashboards), and 3) optimizing processes between financial and operational systems.

Transitioned to operations in January 2013 to restructure the Drilling Services business in Latin America.• Ex-pat assignment. Resided in Santiago, Chile, and covered operations in Chile, Peru, Argentina, and Brazil.• Reduced headcount from over 1,600 to below 900 through process reengineering and leadership changes.• Commercial leader—provided guidance and support to business development teams in engaging proactively with key customers in a down market environment to help manage customer expectations. Awarded $40 million exploration drilling contract from BHP Billiton that covered 3 mine sites.

Divisional CFO for $600 million revenue Products and Manufacturing business. Reported directly to group’s CFO. Responsible for budgeting, financial analysis, pricing, cost accounting & analysis for six plants globally, capital expenditures, internal financial reporting, transfer pricing and customer profitability analysis.• Partnered closely with Vice Presidents of both Global Products and Global Supply Chain to drive team’s performance in meeting required financial targets. Developed mutually agreed key performance indicators.• Partnered closely with the Corporate Controller on creating accounting policy and compliance processes according to Australia based IFRS. Ensured compliance by working with operations team to mitigate and closed out all significant internal audit issues.• Refinancing activity—worked closely with outside auditors / bankers in preparing due diligence information for the company’s global products business. The consolidated company raised $700 million in 2009 through a secondary equity offering on the ASX.• Worked closely with Investors Relations to prepare earnings slides pertinent to the Products business. Created and maintained an earnings model to meet requirements of continuous disclosure on ASX.• Cash flow forecast—created a monthly cash model that was used by the Treasury team to communicate information to the company’s banking syndicate.

Director Finance – Regional Controller for EMEA region• Ex-pat assignment. Lived in Dusseldorf, Germany, but worked in the Netherlands at the regional office.• Supervised the accounting function for 25 legal entities across the EMEA region (including CIS countries).• Engaged directly with auditors on both management and statutory requirements.• Managed a team of forty accountants and analysts across the region and handled all transactional cash responsibilities across Accounts Receivable and Accounts Payable.Director Finance – Global Products• Overhauled the annual budget process that linked sales, capacity, inventory, and capital expenditure to forecasted financial statements.• Streamlined the transfer pricing process across legal entities in partnership with the company’s tax team.• Developed a consistent standard cost process for all plant locations with manufacturing teams. Formulated balanced scorecards for lean manufacturing initiatives.• Created a global pricing model for products portfolio for use across multiple currencies and customer channels—direct sales, distributors, and agents.• Hired and integrated a strong team of FP&A managers and senior analysts. Fostered a drive for results environment by encouraging cross-functional teams that used project management techniques.