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Work Background
Founder & CFO
Apex Fractional CFOFounder & CFO
Mar. 2026Apex Fractional CFO brings institutional-grade financial leadership to growth-stage businesses — without the cost of a full-time CFO. I partner with founders, PE-backed operators, and business owners who need a senior finance partner to help them raise capital, execute transactions, and build the financial infrastructure to scale. Services: 🔹 Fractional CFO — Senior financial leadership embedded in your team on a part-time basis. Full ownership of the finance function, financial reporting, and strategic decision-making. 🔹 FP&A & Forecasting — Dynamic financial models, rolling forecasts, KPI dashboards, and scenario planning that drive confident business decisions. 🔹 M&A Advisory — Buy-side and sell-side support including due diligence, deal structuring, valuation analysis, and post-merger financial integration. 7 transactions closed to date ranging from $5M–$15M. 🔹 Quality of Earnings — Independent QofE reports covering EBITDA normalization, revenue quality analysis, working capital peg analysis, and accounting policy review for buyers, sellers, and lenders. 🔹 Fundraise Readiness — Investor-grade financial models, pitch deck support, data room preparation, and lender/investor Q&A coaching. 🔹 Debt & Equity Financing — Structuring and securing bank debt, SBA loans, mezzanine financing, and equity investment from lender selection through term sheet negotiation. 🔹 Capital Allocation — Frameworks to evaluate competing investments, prioritize growth initiatives, and deploy capital with precision. 🔹 Bookkeeping & Accounting — Clean, accurate, and timely books connected to your broader financial strategy. Industries: Private Equity · Consumer Goods · Energy · Construction · E-Commerce · Professional Services 🌐 apexfractionalcfo.com 📧 [email protected] 📞 (754) 333-1505
Chief Financial Officer
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Charge EPCChief Financial Officer
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Jan. 2015 - Mar. 2020San Francisco Bay Area
Analyst
NASA - National Aeronautics and Space AdministrationAnalyst
May. 2014 - Jan. 2015Mountain View, CA

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