Professional Career
Professional Career
For more than 20 years I’ve built a career at the intersection of finance, operations, and strategic leadership. My work spans public companies, private equity-backed environments, startups, and civic institutions — each shaped by disciplined execution, transparent financial stewardship, and a commitment to measurable impact.
Authored and lobbied for local legislation focused on resident health, welfare, and safety.
Expanded the company’s real estate portfolio from one to 14 markets and evaluated GP investment opportunities across multifamily, industrial, retail, and commercial sectors.
Improved operational efficiency by 35%, strengthened corporate governance, reshaped investor relations communications, and redesigned strategic sales analytics.
Led financial strategy through a SPAC process, improved profitability using FP&A modeling, restructured reporting, built KPI dashboards, and supported SEC filings (S-4 and 10-Q).
Guided the company through vertical M&A integration, built a sustainable finance team, and reduced financial close time by 60%.
Built GAAP-compliant reporting for B2B and SaaS products and presented results directly to the Board. Developed KPI-driven analytics supporting engineering and HR decisions.
Structured financial reporting and managed cash reconciliations for $10B+ in liabilities while transitioning the organization from cash-based to accrual accounting.
- Strategic Planning
- Stakeholder Management
- Mergers & Acquisitions (M&A)
- Financial Planning & Forecasting (FP&A)
- Business Development
- Executive Level Financial Guidance
- Corporate Finance
- Capital Allocation
- Team Leadership
- Risk Management
- Strategic Planning
- Stakeholder Management
- Mergers & Acquisitions (M&A)
- Financial Planning & Forecasting (FP&A)
- Executive Level Financial Guidance
- Business Development
- Capital Allocation
- Corporate Finance
- Risk Management
- Team Leadership
Clients & Partners
I’ve had the privilege to support global organizations, public institutions, and fast-growing companies across finance, operations, aviation, technology, real estate, and community development.