Spearhead all financial aspects of North American subsidiary startup- Own P&L, BS, Cash Flow financial statements and models- Head of FP&A for 3 entities, calculate KPIs (Target-to-Actual, LTCV, CAC, ARPU, etc.) deliver via presentations. Derive actionable insights from large data sets (2M+ values). Translate numbers into plain language within business context, report to CFO and Global Director.- Build budgets involving 10 US, CA, and EU companies, currency conversion, unique forecasting models- Lead audit, tax, regulatory, and internal accounting, including hands-on month end close process- Maintain strong financial position by leading cash, treasury, and banking areas- Secured and deployed debt and equity ($20M+)

Captained finance and accounting areas of high-growth analytics company, backed by $1B+ PE firm. - Produced key FP&A deliverables for operating and capital budget, monthly revenue, costs, forecasting, all P&L items.-Presented insightful analysis, findings, risks, opportunities, and decision points to CEO, CFO, and BOD.- Led month-end close process. Reviewed and updated financial reporting in collaboration with accounting team.

Led all finance and operating activities of prominent private Venture Capital fund. - Source, evaluate, and recommend terms on potential deals, strategic initiatives, and ad hoc engagements. - Built expert-level financial models of all transactions, equity structures, preferred and conventional debt, warrants, options, incentives, vesting, as well as organic growth strategies, and fund performance. - Excelled at investor relations (100+ LPs). Authored quarterly/annual reports, investor letters, held presentations. - Reported directly to fund CEO/Managing Directors & Investment Committee. Long-term trusted relationships- Created 3 fund multi-entity budgets (1M+ each), allocated capital to maximize value. Managed banking relationships. cash management, financial reporting, and GAAP-based audits. Led and advised M&A and recapitalization (overview of selected transactions): - Stock sale of consumer products company to strategic Asian acquirer ($35M EV, 4.1x ROI, 32% IRR)- Merger and recapitalization of food company in partnership with Canadian firm ($5.3M EV)- Stock sale of UK company to US PE firm ($16M EV, 1.7x ROI)- Interim CFO for transportation-tech portfolio company. Partnered with top UK firm, strategic asset sale ($45M+ EV).Promoted successively from Associate to Sr. Associate, to Vice President, to Partner

Provided recomendations for corporate lease clients with over $1MM in debt exposure.

Built team of 60+ staff during fast-paced, high-growth period. ~20% annual new staff. - Led 6 department sub-groups, 3 reporting layers and remote workers. Developed tight-knit, overachieving team. - Directed hiring, training, team building, staff development, termination, all HR aspects. - Integrated innovative technology for improved budget and transaction analysis. - Increased transaction review success rate from 40% to 95+%. Commended for leadership during “financial crisis” period.Successively promoted from Analyst to Supervisor, to Manager, and then DirectorEntrepreneurial success story: Company founder-owned when I was hired, then PE at my departure, now public Fortune 500.