Requests
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Peak Fractional Leadership & Advisory GroupStrategic Advisor
Jan. 2025
Unbridled AdvisoryManaging Principal / CEO
Jan. 2023Louisville, Kentucky, United StatesAs the Managing Principal and CEO of Unbridled Advisory, I lead a team that specializes in delivering strategic financial services to businesses across industries like film/TV/media, consumer goods, food & beverage, and manufacturing. Our services include CFO support, capital raising, FP&A strategy, and M&A advisory, all tailored to drive growth, optimize operations, and maximize value for our clients. With a strong focus on working with private equity firms, venture capital, and portfolio companies, we provide industry-specific insights and proactive financial strategies to meet your goals. By partnering with Unbridled Advisory, you gain a dedicated financial team committed to helping you unlock new opportunities and achieve sustainable success.
Embarc AdvisorsDirector, Strategic Finance and FP&A
Jan. 2022 - Jan. 2022Washington DC-Baltimore Area (Remote)• Oversaw the development and execution of the company's annual budget and long-range financial plans, ensuring alignment with strategic objectives and resource allocation priorities
• Led the financial forecasting process, providing insights into future revenues, expenses, and cash flows to inform decision-making and risk management
• Collaborated with cross-functional teams to establish key performance indicators (KPIs) and monitor progress towards financial and operational goals, identifying areas for improvement and recommending corrective actions as needed
• Provided strategic financial guidance to senior leadership, including scenario analysis, profitability assessments, and investment evaluations, supporting informed decision-making and value creation initiatives
• Developed and mentored a high-performing FP&A team, fostering a culture of continuous learning, collaboration, and professional growth
Mazars in USManager, Financial Advisory Services
Jan. 2021 - Jan. 2022Washington DC-Baltimore Area (Remote)Led high-impact financial due diligence engagements that empowered clients with actionable insights to navigate transactions confidently. I developed and executed comprehensive financial models, uncovering risks and opportunities that maximized value creation for every deal. By aligning our transaction advisory services with clients' strategic objectives, I ensured that each engagement delivered measurable results. Spearheading cross-functional teams and mentoring junior professionals, I fostered a collaborative, high-performance environment focused on delivering top-tier financial advisory services.
AprioManager, Transaction Advisory
Jan. 2021 - Oct. 2021Washington DC-Baltimore Area (Remote)By diving deep into financials, I identified key insights that helped clients make informed decisions and optimize transaction outcomes. My work involved developing robust financial models, assessing risks, and uncovering value creation opportunities tailored to each industry’s unique dynamics. With a strong focus on SaaS and healthcare-related businesses, I provided clients with a clear roadmap for successful acquisitions and growth strategies. Leading cross-functional teams, I ensured that our analysis delivered actionable recommendations, supporting clients through every phase of their transactions.
Berkeley Research Group LLCBankruptcy and Restructuring Advisor
May. 2020 - Dec. 2020Washington, District of Columbia, United StatesGuided businesses through financial distress by crafting tailored restructuring solutions that stabilized operations and maximized value. Leveraging deep financial expertise, I developed comprehensive models and cash flow projections to evaluate restructuring strategies, ensuring their feasibility and long-term impact. I collaborated with stakeholders—management, creditors, and legal counsel—to negotiate and implement effective restructuring plans, including Chapter 11 filings and asset sales. Throughout the turnaround process, I provided ongoing advisory support, adapting strategies to overcome new challenges and positioning clients for recovery and growth.
MorganFranklin ConsultingManager - A&TS and Strategy & Transformation
Jan. 2019 - May. 2020Mclean, VirginiaLed strategic growth initiatives, including acquisitions, partnerships, and investments, for international private equity firms and corporate clients. I conducted financial due diligence and post-acquisition integration work, ensuring smooth transitions and aligning with long-term strategic objectives. In addition to driving value creation, I developed financial models and business cases that evaluated the feasibility of transactions. Collaborating closely with finance, legal, and operations teams, I facilitated seamless execution of corporate development efforts. By managing relationships with external advisors, I leveraged their insights to support our PE clients' goals and optimize their investments.
MorganFranklin ConsultingSenior Consultant - A&TS
Jul. 2017 - Jan. 2019Mclean, Virginia
MorganFranklin ConsultingConsultant - Accounting & Transaction Advisory
Dec. 2016 - Jul. 2017McLean, Virginia
CohnReznick LLPConsultant
Jul. 2016 - Nov. 2016McLean, VirginiaCohnReznick’s experienced team of consultants gives CEOs, CFOs, CIOs, and other decision makers strategic guidance focused on maximizing profits, strengthening balance sheets, and driving growth. Spanning analysis to implementation, we operationalize your vision.
CohnReznick LLPTax & Audit Associate
Oct. 2015 - Jul. 2016Bethesda, MarylandPlanned and performed audits, reviews and compilations of clients in the Commercial Real Estate, Construction, Hospitality, Manufacturing and Wholesale Distribution industries. Developed specialized knowledge within the Commercial Real Estate, Construction, Hospitality, Manufacturing and Wholesale Distribution industries. Prepared Federal and State tax returns for individuals, corporations, partnerships, estates and trusts.
DMLO CPAsTax and Audit Associate
Jan. 2014 - Jan. 2015Louisville, Kentucky AreaSupported audits of Construction, Manufacturing & Distribution, Not-For-Profit and Real Estate clients and issued financial statements under U.S. GAAP. Prepared Federal and State tax returns for individuals, corporations, partnerships, estates, trusts and not-for-profits.
University of Kentucky Internal AuditIntern
Jan. 2014 - May. 2014Lexington, Kentucky AreaConducted audits to validate auditees are adhering to mandatory Federal, State and Local laws and regulations. Prepared recommendations to increase compliance with such regulations and helping reduce likelihood of fines and penalties.
Intch is a Professional Networking App for the Future of WorkSee more people like Joe on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
265970 people
16
Program Manager @ DISH Network
19
Founder @ Beagle
15
Data Analyst
18310 people
42
Senior Mining Engineer @ Riot blockchain
41
Financial consultant @ Standard capital corporation
33
Investor Relations Manager @ ExxonMobil