Accomplished strategic finance leader with over 20 years of experience driving financial performance, operational efficiency, and profitability across healthcare, consumer products, retail, manufacturing, and logistics industries. Proven expertise in corporate finance, financial planning and analysis (FP&A), budgeting, forecasting, and business strategy, with a track record of delivering measurable results in dynamic, high-growth environments.
Skilled in leading cross-functional teams, optimizing financial processes, and translating complex data into actionable insights for executive leadership and stakeholders. Adept at building robust financial models, managing multi-million-dollar P&Ls, and securing funding through compelling valuation analyses and investor presentations. Known for improving forecast accuracy, reducing costs, and accelerating revenue growth through innovative solutions and process improvements.
Key Accomplishments:
- Secured over $15M in investor funding by developing 5-year financial forecasts and valuation models for a fintech startup.
- Established the Finance function for a fintech startup, including budgeting, forecasting, strategic planning, business intelligence, and risk management. Providing strategic financial analysis and insights that helped drive revenue from $0 - $25M
- Improved forecast accuracy by 25% and reduced annual net cash burn by 15% through process optimization and strategic realignment of variable compensation plans.
- Accelerated GAAP revenue by 60% by revising revenue recognition standards and implementing best practices for financial reporting.
- Delivered $1.0M in operating expense savings by implementing financial controls and streamlining forecasting processes for a $100M P&L.
- Spearheaded cost-saving initiatives, including $200K in annual labor savings and $100K in freight cost reductions, while driving $2.5M in call center revenue growth.
**Core Competencies:**
Financial Planning & Analysis | Budgeting & Forecasting | Profitability OptimizMore...