Startup/Scaleup Strategic Growth Finance & Operations Leader
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Versatile financial and operational leader with 20+ years of experience scaling fast-growth firms and optimizing back-office functions across SaaS, clinical, media, and professional services sectors. Proven successes in M&A due diligence, exit readiness, and investor relations. Expert in ERP implementations, virtual workforce management, and financial transformation.
Consistently drive EBITDA improvement, cost optimizations, and operational efficiency through system-oriented thinking and data-driven decision-making.
Interim Chief Accounting Officer at HTMLGlobal/AlignLayerNine (2024-04 – Present)
A leading education and SMB cyber-security and managed service provider. Serving as an interim to lead the organization through a period of financial transformation, operational growth, and strategic change.
Chief Financial Officer at Clincierge, Inc. (2022-06 – 2024-04)
The premier clinical trial patient support & travel logistics software firm. Led a 10-person accounting and finance team (also functioning as a revenue center) for an industry-leading clinical trial patient support firm through a successful PE exit transaction. (acquired by Greenphire LLC 2/2024)
Controller at Brainjolt Media, LLC (2021-01 – 2022-06)
An innovative social media and Amazon affiliate partner. Developed and implemented financial systems for a leading internet media company focusing on real-time reporting, KPS, and dashboards to drive scalable growth. Led R&D credit and ERC recovery, credit extensions, cash-to-accrual conversion, and engagement with new accounting and tax professionals.
Director of Finance at DNSFilter, Inc. (2020-03 – 2020-12)
A start-up disruptive enterprise-level SaaS DNS threat protection provider. Designed and implemented all internal accounting and financial processes for a rapidly growing, venture-funded SaaS internet security startup, achieving triple-digit ARR growth.
Controller at Roadster Shop, Inc. (2018-05 – 2019-08)
An internationally recognized high-end automotive restoration and chassis manufacturer. Directed all corporate functions including accounting, human resources, payroll, billing, and IT (following an 18-month vacancy in finance leadership).
Controller at Event360, Inc. (2014-01 – 2017-07)
The nation's premier not-for-profit event production and fundraising partner. Led all corporate operations departments including accounting, finance, purchasing, travel, IT, warehouse, human resources, and office administration overseeing a team of 18 employees across eight states.
B.S. in Information Systems, Entrepreneurship, Management – Indiana University
M.B.A. in Management, International Business, Project Management – University of Wisconsin
J.M. in Juris Masters Financial Regulation & Compliance – Florida State University
