United States
Deliver fractional or project CFO leadership for growth-stage and distressed businesses, implement capital solutions, risk management frameworks, and financial systems aligned to scale and performance goals. Conduct full-cycle M&A engagements on both buy- and sell-side—overseeing due diligence, synergy modeling, integration readiness, and governance alignment post-close. Design forecasting models and financial infrastructure that support lender communications, improve cash visibility, and ensure accurate scenario planning.
Lead corporate finance, restructuring, and M&A advisory services for enterprise clients, guiding leadership teams through liquidity events, operational pivots, and financial transformations in high-stakes environments. Provide board-level advisory on capital planning, debt restructuring, and turnaround strategy to ensure long-term business sustainability and stakeholder value.
Built the company’s finance and accounting function from the ground up, hiring and mentoring a full team, while overseeing debt structuring, budget design, and strategic reporting frameworks. Designed and implemented internal KPIs and dashboards to monitor financial and operational performance, improving cross-departmental alignment and executive visibility. Developed a full budgeting system integrated across P&L, balance sheet, and cash flow forecasts—enabling strategic planning with a high degree of fiscal discipline. Secured over $49M in debt funding through restructuring initiatives that also reduced interest costs by 56%, strengthening liquidity and operational flexibility. Directed strategic investments into digital platforms, growing digital revenues from $100K to $2M over a 10-year span. Led audits, transitioned to new audit firms, and ensured ongoing compliance with evolving regulatory standards. Played a key role in the strategic divestment of a publication and the compliant closure of a subsidiary.
Provided CFO and COO services to over a dozen businesses in various industries including staffing, software, publishing, and manufacturing—managing companies through rapid scale, restructuring, or distressed turnarounds. Orchestrated capital raises involving preferred equity and senior debt; led acquisitions, divestitures, and a reverse merger into a public entity. Formalized board-level reporting structures, modernized accounting systems, and helped several clients avoid value-destructive M&A moves through strategic financial counsel. Improved operational efficiency and cost control across industries by implementing custom KPIs and cross-functional dashboards.
Progressed through senior executive roles at a groundbreaking tire recycling firm, starting as CFO and ultimately serving as CEO and Vice Chairman. Led a dramatic turnaround from financial distress to growth—scaling from $4M to $29M in revenue, and securing over $30M in growth capital to support expansion. Opened three new facilities and introduced waste-to-product innovations that created new revenue streams and reduced production costs by 30%. Developed targeted sales programs for tire manufacturers and local governments, resulting in a 250% increase in plant utilization and improved bottom-line results. Oversaw IPO planning and multiple rounds of private placements to fund strategic growth and capitalize on emerging market opportunities.
Certified Public Accountant
State of Hawaii
1979 - 1987