Managed all M&A activity from pipeline development through integration, coordinating with bankers, attorneys, and auditors to ensure deal readiness and execution. Delivered board level reporting including MD&A narratives, KPI dashboards, and strategic recommendations. Built public company financial and operational policies, enhanced internal controls, and partnered with investor relations and public relations teams to support capital markets engagement and shareholder communication. • Completed successful IPO (Nasdaq: IVP) by laying groundwork for finalizing 2022 audit and S-1 filing. Raised over $25M with IPO and follow-on offerings via S-1, PIPE and At The Market deals. • Lead M&A initiatives including due diligence for potential acquisitions and integration of 14 acquired hospitals. • Transitioned newly acquired clinics from informal, owner run operations to a structured, KPI driven performance culture. • Approve consolidated monthly financial statements and SEC reporting documents including 10-K, 10-Q, DEF 14-A and annual reports. Complete financial section and review entire documents. • Guided company through two reverse stock splits and coordinated with investor relations. • Implemented financial systems upgrade from QuickBooks to Sage Intacct

Led the CFO and a team of 50 in executing operational strategy across the firm, enhancing efficiency, scalability, and client service while serving as the primary operational liaison to the partners. • Led firmwide operations for an eight-partner regional law firm. • Reduced G&A by 10% by implementing FP&A discipline. • Oversaw successful office expansion and infrastructure modernization.

Hired to deliver rapid financial improvement—including revenue acceleration, gross margin expansion, and EBITDA growth—within a multi SKU aviation eCommerce platform. Led a six member team spanning accounting, procurement, and HR; executed weekly cash flow and forecasting disciplines; strengthened inventory and COGS accuracy; and negotiated enhanced credit facilities. Managed annual audit processes and developed owner ready financial reporting packages with clear visual insights. • Drove 26% revenue growth and 20% GM improvement through pricing, product mix, and vendor optimization. • Improved EBITDA by more than 800% through operational efficiencies. • Enhanced inventory accuracy and implemented weekly KPI reporting.

Provided strategic financial guidance to a high volume service company, driving audit completion, enhancing financial reporting, and supporting due diligence for a division sale. Leveraged subject matter expertise to resolve a delayed audit and ensured employee continuity during a challenging transition. • Completed stalled audit under accelerated timeline for acquisition. • Supported $100M division sale through detailed financial reconciliation and due diligence support.

Oversaw four direct reports and full P&L operations driving strategy, financial management, operational efficiency, and HR leadership. Delivered monthly MD&A analyses and strategic performance recommendations to the private equity ownership team. • Full P&L oversight for PE-backed retail/eCommerce business. • Increased GM from 52% to 60% and grew revenue 15%. • Implemented strategic plans across finance, operations, and HR.