Profile Summary
Seasoned CFO with a track record of steering mature, high-growth, and turnaround organizations through strategic capital management, cost optimization, and governance excellence. Expert in financial planning & analysis, treasury, risk management, and scalable FP&A processes that drive investor value and sustainable profitability.
Experience
Confia Global Solutions — CFO
Jan 2021 – Present · New York, NY
- Led $200M equity and debt financing rounds, improving liquidity and debt covenants.
- Implemented zero-based budgeting and rolling 12 performance metrics, increasing EBITDA by 18% within 12 months.
- Oversaw global treasury and FX risk management across 5 currencies, reducing hedging costs by 12% YoY.
- Implemented SOX 404 controls with external audit teams, achieving clean audit with no material findings.
Measured Minds Inc. — Finance Director
Mar 2016 – Dec 2020 · London, UK
- Architected financial model for 3-year growth plan fueling 4x increase in ARR from $25M to $100M.
- Reduced operating expenses by 15% through procurement optimization and automation projects.
- Led M&A integration for 2 acquisitions, delivering synergy savings of $8M annually.
Northpoint Industries — Head of FP&A
Jul 2010 – Feb 2016 · Chicago, IL
- Established scalable FP&A function, standardized monthly close, and dashboards for C-suite oversight.
- Implemented working capital optimization, improving DSO by 7 days.
Skills
Corporate Finance, Financial Planning & Analysis, Treasury & Cash Management, Mergers & Acquisitions, Financial Modeling, GAAP & SOX Compliance, Financial Systems (ERP, FP&A tools), Risk Management, Investor Relations, Tax Strategy, Cost Optimization, Data Analytics
Certifications
- Certified Public Accountant (CPA), State of New York
- Chartered Financial Analyst (CFA) Level II
- Certificate in Corporate Finance (ACCF)
Education
Master of Business Administration (MBA), Finance, University of Chicago Booth School of Business — 2009
Bachelor of Science in Accounting, University of Illinois — 2005