Financial consulting that drives results

My diverse operating and investing background enables me to meet your unique finance and strategy needs

Services

Scopes of work are fully customizable, ranging from short-term projects to Fractional CFO services

Lead processes and meetings for regular financial planning, track progress against budget and key initiatives, and guide monthly close in partnership with Accounting
Act as a thought partner to leadership and key cross-functional stakeholders, with an emphasis on driving decisions through metrics, financial data, and analysis
Leverage a deep understanding of investor perspective to create Board materials, manage fundraising processes, and provide shareholder updates
Develop, manage, and update long-term operating model and short-term detailed cash burn forecast

I worked at Bank of America Merrill Lynch for two years as an investment banking analyst, advising clients like Sears, JCPenney, Hormel, and Guitar Center on raising capital and M&A. Afterwards, I spent 2 years at CCMP Capital, analyzing and executing private equity buyouts of consumer and industrial companies. After attending business school at Wharton, I spent 4 years at Brightloom, a SaaS customer data platform, where I was most recently the VP, Finance. Now, my goal is to apply these experiences to help your business succeed.
I charge an hourly rate that is market competitive and dependent on the ultimate scope of work.
I have experience working with a range of companies, from single member LLCs, to seed stage companies, to public entities. I most recently led finance and strategy for an AI/ML-focused SaaS startup. Additionally, I spent four years advising, analyzing, operating, and acquiring consumer, industrials, media, and healthcare companies.

Get in touch with me by scheduling a call or filling out the following form.

I welcome the opportunity to address your questions, discuss working relationship dynamics, and demonstrate how I can add value to your business.