Chief Financial Officer at LendingOne, LLC (2023-01 – Present)
Blackstone Owned Portfolio Company – Top Builder Finance Lender. Report to CEO & PE-led Board; Hired to overhaul and stabilize Accounting, FP&A functions
- Helped grow top line origination by 70% during a 3-year tenure by influencing strategy, company acquisition efforts, and operational execution.
- Led M & A efforts of multiple institutional lenders; successfully exited at 7x multiple on capital.
- Leveraged existing industry relationships to bid on and win exclusive rights to be Bigger Pockets' lender for Rental loans to its customer base (new offering currently being rolled out).
- Overhauled all Accounting and FP&A related staffing, processes, and systems, leading to reduction of month-end closing times from 25 to 3 days.
- Implemented a Data Warehouse System & integrated company CRM, Loan Origination and Accounting applications, which led to the ability to perform business segment reporting.
Chief Financial Officer at Crixus BH3 (2021-01 – 2023-12)
Publicly traded Special Purpose Acquisition Company. Presided over all Accounting, Audit, SEC Reporting functions & Reported to Audit Committee
- Involved from inception (pre-IPO) prospectus to successful Merger with XCF Global Capital (SAFX).
- Led completion of all ongoing 10Q, 10K SEC report filing, Board Meetings, and Audits.
Chief Financial Officer at BH3 Management, LLC (2007-01 – 2021-12)
Private Equity Backed Real Estate Debt Fund and Developer. Oversaw Accounting, Finance, Investor Relations, HR, IT Functions
- Developed and implemented the majority of the company's processes, procedures, and systems throughout the company's 14-year growth from inception to $2B in AUM.
- Repeatedly demonstrated successful P/L Management in the upwards of $500M on large PE-backed projects, while delivering average annual return of 28%.
- Involved in all aspects of diligence, legal and structuring of Debt and Equity Capitalizations for over 60 project-related entities and 2 Debt Funds.
- In response to the threat of Covid in early Feb. 2020, leveraged relationships to refinance mortgages on multiple RE holdings to lower debt service in connection with anticipated reduction in tenant occupancy rates. Doing so allowed the Company to stay current on payments and control costs.
- Served in a hands-on operational capacity on early construction completion jobs negotiating settlement of prior mechanics liens, overseeing permit approvals, managing Owner's Reps (scheduling, budgeting, etc) as well as obtaining project approval for FHA and FNMA Financing.
Group Manager at Ryder Systems, inc. (2000-01 – 2007-12)
Fortune 500 Supply Chain, Logistics, and Transportation Management (Publicly Traded, $12B Annual Revenue)
- Improved the relationship with one of the company's top Supply Chain Logistics Customers (100M Ann. Revenue) by formulating a cross-functional team with the customer and Sr VP's of both organizations, implementing KPI's, conducting ongoing meetings, and working internally to identify and create opportunities for reciprocal business.
- During the process of conducting field location cost control initiatives at Ryder leasing sites nationwide, formulated a strategy for leveraging the company's supplier network and internally procured aftermarkets parts to reduce asset downtime, reduce maintenance costs, and increase leasing / maintenance customers' satisfaction. Idea presented to Ryder's Chief Procurement Officer and VP of Maintenance and was later adopted.
- Developed a customer master hierarchy structure using Dun and Bradstreet and other relational data that allowed Ryder to evaluate top customers across service lines (logistics, dedicated contract carriage, Leasing).
Senior Internal Auditor at Ryder Systems, inc. (2000-01 – 2007-12)
Fortune 500 Supply Chain, Logistics, and Transportation Management (Publicly Traded, $12B Annual Revenue)
- Following completion of an internal audit of Ryder's outsourced IT Networking, Telecom, and Application Support to IBM and Accenture, collected and correlated enterprise-wide service level performance data that enabled the company's Chief Technology Officer to challenge the obligation to continue the contractual relationship with both providers based upon substandard performance. Ryder was successful in terminating both contract relationships and later insourced the Networking and Application Development functions.
- Partnered with an embedded KMPG Audit team to conduct organizational controls and segregation of duties reviews, risk management and financial statement reviews compliant with Sarbanes Oxley regulation.
Consultant at PricewaterhouseCoopers, LLP (1998-01 – 2000-12)
Multi-National Big 4 Audit and Assurance Firm ($57B Annual Revenue)
- Conducted multiple revenue cycle workflow and tech integration engagements spanning Healthcare, Insurance, and Financial Services industries.
Board Director at Asteris Lending, LLC (2025-01 – Present)
Startup Builder's Finance Lender Formed By Top Outside Sales Team Previously With Lima One Capital
