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Work Background
Empower AestheticsChief Financial Officer
Jan. 2023 - Aug. 2024Austin, TXSelected by Shore Capital to lead high-growth portfolio company with 6 medspa practices in 14 locations with thesis to grow company 20X, from $10M revenue / $2M EBITDA to $200M revenue / $40M EBITDA in 5 years. Oversaw finance, accounting, operations, human resources, marketing, integrations, IT, and data strategy. § Closed and integrated 5 add-on deals in first 14 months and grew corporate team from 2 to 14 FTEs.
§ Professionalized finance function to ready platform for high velocity of acquisitions by single-handedly implementing accounting system, HRIS, AP management, expense management, and treasury management platforms in first year.
§ Drove full M&A cycle from business development, seller relations, and diligence through post-close integrations and value creation.
§ Created data infrastructure and BI reporting to consolidate 7 EMRs, delivering live dashboards to all practice owners for real-time insight into performance, KPIs, and monthly reporting.
§ Performed monthly site-level P&L reviews with 6 practices each month and provided insights and directives to drive organic growth.
Shore Capital PartnersDirector
Jan. 2022 - Jan. 2023Chicago, ILElevated performance across 35+ portfolio companies, assembling a CFO cohort with training and advisory on best practices, value creation, sale-side readiness. Advanced investment thesis of portcos in healthcare, food and beverage, and business services at $2-10M EBITDA with objective of scaling to $50-100M. § Professionalized each portfolio company in line with Shore’s hypergrowth investment theses; projects included financial packages, budgets, and metric dashboards and executing on ~50 best practices.
§ Launched Finance Center of Excellence to sit across our 35 companies and provide a hub for CFOs to access best practices in accounting, reporting, and metric management.
§ Advised Chief Data Officer in the build of Shore’s data and analytics capabilities both internally and at the portfolio-level.
§ Presented the value of the Resource team and the Shore partnership to prospective portfolio business sellers/founders.
Shore Capital PartnersManager
Sep. 2020 - Jan. 2022Chicago, ILEnabled Shore to enter high acquisition mode by building out an integration playbook for acquired companies. Advised 30+ portfolio companies on analytics, business intelligence, data infrastructure, and the ideal investment timeline as the companies grew. § Integrated two new companies, executing 100-day integration plans, including standard operating procedures, financial package, key metric dashboard, and other value-add or business development initiatives, such as Salesforce and Sage Intacct implementation.
§ Project managed the implementation of a data warehouse and led the design of a Power BI-enabled reporting suite that integrates each function of the business.
§ Performed bottoms-up patient retention analysis for healthcare portfolio company, integrating data sets, dissecting the churned population by demographics, and building a random forest model to predict likelihood of patient churn with 95% accuracy.
§ Participated in 8+ board meetings across 4 portfolio companies in 12 months.
§ Performed interim CFO duties for a $100M multi-site retail healthcare portfolio company.
§ Liaised across Partnership, colleagues, and 30+ CFOs on finance best practices, BI value propositions and use cases, and data infrastructure.
§ Nominated to Shore’s Technology Committee to help advise on various technology-related projects.
KPMG USManager, Deal Advisory & Strategy Analytics
Oct. 2018 - Sep. 2020Chicago, ILDelivered business development for PE firm clients, with a focus on strategy analytics, revenue growth, and value generation. Led analytics for PE clients, driving innovation within the healthcare sector. Built the healthcare analytics team and developed novel solutions to boost client profitability. Acted at director-level in areas such as business development, innovation, and team development. § Ranked as High Performer every year based on innovation, thought partnership, and value-add analytics for our PE clients.
§ Teamed with Financial Due Diligence and Strategy practices to deliver meaningful insights through in-depth, data-driven financial and operational analysis on both buy- and sell-side deals as well as strategic projects.
§ Built Tableau-based scoring model to identify white space and evaluate forecasted lift from proposed acquisitions.
§ Participated on strategic internal team to re-build the Analytics group after helping team grow from 10 to 100 individuals nationally over past 5 years.
§ Performed revenue diligence as part of buy- and sell-side engagements, helping client understand historical trends in cash collections and estimate future net revenue.
§ Created new solutions to serve clients on Quality of Revenue and strategic engagements.
§ Performed rate parity analysis to find revenue adjustments and opportunities
KPMG USSenior Associate, Deal Advisory & Strategy Analytics
Sep. 2016 - Oct. 2018Chicago, ILIdentified avenues for greater profitability and devised future growth strategies by analyzing historical profitability drivers and granular transaction-level detail on market trends and competitor landscape. § Helped client realize large savings and combine delivery network across segments by performing network optimization analysis and geospatial analysis to understand current operations, capacity limitations, and optimal load balance.
§ Created P&L cost allocation on a transaction-level basis to better inform company’s true customer, branch, and product/service profitability.
KPMG USAssociate, Deal Advisory & Strategy
Aug. 2014 - Sep. 2016Chicago, ILRotated through each of the practices within Deal Advisory, including Accounting Advisory Services, Integration & Separation (Strategy), and Due Diligence. § Assembled GAAP-compliant financials for a $2.6M carve-out of a $9B publicly traded company in direct collaboration with Controller and CFO.
§ Performed post-close separation work for a $940M insurance company.
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