Senior Business Analyst / CFO & COO - Apportis - Dublin, Ohio
(2021-01 - 2025-01)
SaaS case management platform startup
- Led product strategy — evaluating the market and competitive landscape for executive decision-making.
- Developed financial projections and business cases to support next-round fundraising and product investment decisions.
- Defined and track operational KPIs, identifying process gaps and improvement opportunities across the platform.
Business Analyst / CEO - IP Technologies - Galena, Ohio
(2018-01 - 2019-01)
Startup commercializing proprietary polymer manufacturing technology
- Led Phase I technology validation, defining business requirements, acceptance criteria, and quantifying success metrics.
Business Analyst / President & CTO - Q2 Power - Lancaster, Ohio
(2015-01 - 2017-01)
Startup developing innovative engine technology for waste fuel utilization
- Developed a structured growth road map using market assessments and including operational constraints to create parametric financial models.
- Elicited and managed stakeholder requirements for engineering and field deployment of pilot units, ensuring alignment between technical teams and business objectives.
- Established operational KPIs and performance metrics to monitor program milestones and resource utilization.
Business Consultant - Solid Business Solutions LLC - Columbus, Ohio
(2014-01 - 2014-12)
Independent business consultancy
- Performed strategic analysis and built financial models for a startup with disruptive aluminum alloy technology, providing data-driven recommendations for market entry.
- Served on Technical Advisory Board for a waste-heat energy startup, evaluating technology feasibility and market needs.
Senior Business Analyst / CTO & CEO - Iosil Energy - Edmonton, Canada & Columbus, Ohio
(2009-01 - 2013-01)
Pre-revenue startup producing high-purity silicon for solar cells
- Conducted comprehensive business analysis supporting strategy, regulatory compliance, and operations for an early-stage international company.
- Built investor-ready financial models and business cases, successfully raising $18.7M from U.S. and European investors.
- Analyzed and negotiated a memorandum of understanding with a strategic partner in China, managing cross-cultural stakeholder requirements.
- Oversaw financial reporting for the board, ensuring data accuracy and transparency for governance and compliance.
Senior Business Analyst / CTO - Accent Energy - Dublin, Ohio
(2005-01 - 2008-01)
Profitable deregulated retail energy startup (since acquired by IGS Energy)
- Expanded IT function into Business Intelligence, building analytics capabilities that informed strategy and operations across multiple business units.
- Designed and implemented a data-driven customer retention program, reducing churn by 20% — preserving approximately $14.5M annually in gross margin.
- Analyzed customer behavior, market trends, and competitive data to identify product differentiation opportunities
- Supported business strategy that grew the customer base 450%, from 30,000 to 140,000 customers, through evidence-based decision-making.
VP Technology Development & Business Analysis - Battelle Memorial Institute - Columbus, Ohio
(2000-01 - 2005-01)
Global R&D and consulting organization ($5B+ annual revenue)
- Led business development analysis for large contracts; managed requirements elicitation, stakeholder communications, and contract negotiation for programs including dissimilar plastics joining technology.
- Designed an analytics-based smart energy management system using weather forecast data and Internet connectivity to optimize building temperature control — from business concept through prototype.
- Developed new product strategy for sensor technologies.
Principal Analyst / Due Diligence - EnerTech Capital - Philadelphia, Pennsylvania
(2001-01 - 2002-01)
Energy-focused venture capital firm managing ~$500M across 30+ portfolio investments
- Performed rigorous due diligence analysis on early-stage energy technology companies — assessing technology viability, market potential, competitive landscape, and financial projections.
- Co-founded Franklin Fuel Cells, leveraging proprietary technology from the University of Pennsylvania
Research Leader / Program Manager / Principal Research Scientist - Battelle Memorial Institute - Columbus, Ohio
Progressive roles of increasing responsibility across line and program management
- Managed a national trenchless technology program, coordinating requirements with government and industry.
- Led a field-testing device from business requirements through commercial production.
- Translated Battelle research findings into an ASTM industry standard, serving as technical author and committee manager
- Served on the American Gas Association Plastic Materials Committee as technical representative.
- Led requirements definition and analysis for the Frost Heave Design component of the TransAlaskan Natural Gas Pipeline.
- Authored approximately 100 technical publications and presentations; received Soc for Technical Communication award
