Summary
Seasoned chief financial officer with over 15 years of experience leading financial strategy, risk management, and organizational change. Expert in budgeting, financial planning, and regulatory compliance. Trusted advisor to executive leadership, known for delivering financial growth and aligning business objectives with operational excellence.
Experience
- Directed financial strategy for a $500M company, increasing EBITDA by 22% over five years.
- Led budgeting and forecasting processes, achieving 98% forecast accuracy and reducing costs by $8M.
- Implemented risk management framework, lowering insurance premiums by $1.5M annually.
- Advised CEO and Board on capital allocation, supporting two successful acquisitions worth $120M.
- Oversaw internal controls and audit management, resulting in zero compliance issues for four consecutive years.
- Managed financial reporting and analysis for a $200M division, improving reporting speed by 30%.
- Developed financial models for expansion projects, supporting $50M in new investments.
- Coached and developed a finance team of 12, increasing retention by 25%.
Education
Courses
- Certified Public Accountant (CPA), New York State
- Chartered Financial Analyst (CFA), CFA Institute