Government-regulated fintech and trust company • Served as a trusted advisor to the CEO in developing and executing a new strategic direction, driving a pivotal business shift that culminated in the acquisition of a broker-dealer and ATS to broaden market reach and capabilities. • Rebuilt the Finance and Treasury organizations by upgrading talent and restructuring the team, transforming them into higher-performing functions with improved accuracy, stronger controls, and enhanced strategic capability. • Oversaw the rightsizing of the workforce and cost structure in alignment with the company’s new strategic direction, positioning the organization for sustainable growth and improved operational efficiency. • Drove the acquisition of a FINRA-registered broker-dealer and Alternative Trading System (ATS), pending CMA approval, leading all aspects of due diligence, valuation, and regulatory coordination. • Collaborated with the Compliance team to enhance Finance and Treasury operations, leading to the successful remediation and removal of related findings from the Colorado Division of Banking’s DORA (Department of Regulatory Agencies) consent order. • Initiated and actively managed a capital raise process in partnership with investment bankers to support the company’s strategic pivot and growth initiatives, including investor outreach, materials development, and financial modeling. • Contributed to the company’s rebranding initiative, aligning messaging, positioning, and visual identity with the new strategic direction and market focus.

Global talent management firm backed by lower middle-market investors • Accomplished a corporate restructuring and capital raise at a $100MM valuation, laying the foundation for the long-term roll-up strategy. • Executed six M&A transactions in the US and UK and across music, film & TV, and sports management, effectively managing their integrations. • Established the Finance and HR departments from scratch, reducing reliance on external consultants and enhancing the reliability, accuracy, and timeliness of key deliverables and processes. • Implemented NetSuite, going live 120 days after initial design kickoff, creating a scalable platform supporting organic and M&A growth. • Oversaw cash flow, working capital, and banking for the consolidated group of companies in the US and UK.

PE-sponsored security and risk management firm • Restructured the company's $80MM term debt facility and introduced an asset-based lending facility, increasing debt availability by $30MM. • Optimized the cash management for four operating companies, forecasting the consolidated cash position, and increasing cash collections by successfully reducing Days Sales Outstanding (DSO) from 106 days to 74. • Developed comprehensiveness sales and operations dashboards, delivering weekly insights into business performance, fostering actionable strategic decisions that improved profitability. • Led the successful integration of financial, human resources, sales, technology, and legal functions for Protos Security, Security Resources International, and Mulligan Security. • Streamlined the financial close process, reducing the closing time from 21 to 10 days. • Engineered a data-driven sales forecasting model that incorporated client, seasonality, and location specific historical performance data to project future sales volume, revenue, and gross margin by business line and client. • Implemented Sage Intacct and transitioned newly acquired operating companies to the platform in 90 days.

Augmented reality fintech startup • Managed company cash flow and working capital, cultivated banking relationships, and developed/maintained a 13-week cash flow model, providing management with guidance on optimal cash resource utilization. • Led the establishment of the company's stock option plan, coordinating third-party involvement for plan drafting, and managing the 409(a)-valuation process. • Sourced and cultivated relationships with contract manufacturers to oversee the production and delivery of the company’s augmented reality smart lamp.