Financial executive with 20+ years of experience leading finance, FP&A, and accounting across startups to $300M enterprises.
Proven track record in $30M+ acquisitions, $30M+ funding, and improving reporting cycles by 60%.
Expert in SaaS, e-commerce, real estate, and distribution with strong GAAP and compliance focus.
Trilingual leader skilled in strategic planning, forecasting, and operational efficiency.
• Led financial operations for a $70M shoe distributor, improving reporting accuracy by 20% in 8 months for Amazon and Shopify platforms.
• Developed FP&A models, boosting forecast accuracy by 15% in 12 months across online and retail channels.
• Streamlined month-end close processes, reducing month-end close from 31 to 12 days in 6 months while enhancing GAAP compliance.
• Led financial strategy for a $300M medical device manufacturer, boosting forecast accuracy by 15% in 6 months.
• Mentored and restructured a 6-person accounting team for a $300M firm, cutting financial reporting from 30 to 10 days while enhancing GAAP compliance.
• Drove accounting operations for a $25M e-commerce DTC seller, reconciling AR and inventories to resolve $1M in discrepancies in three months.
• Advised healthcare insurance, SaaS technology, and DME businesses generating $8M+ in revenue.
• Led full-cycle financial and accounting reporting; developed financial plans, budgets, and KPIs for $8M+ in revenue.
• Developed strategic financial plans to support company growth, and to achieve long-term objectives.
• Drove 27% revenue growth to $27M in 12 months by optimizing pricing and forecasting with advanced FP&A models for a logistics and promotional products firm.
• Mentored a 6-person accounting team to enhance GAAP reporting, strengthen internal controls, and reduce audit errors.
• Streamlined accounting operations to reduce the month-end closing from 30 to 12 days.
• Designed a credit policy, that boosted working capital by $600K in 12 months via a 10-day cash cycle reduction, while keeping AR write-offs below 1%.
• Directed financial management for a multi-entity group spanning real estate rentals (Airbnb), automotive operations (TURO), and wholesale/retail merchandising with online sales and exports to Brazil.
• Prepared and presented quarterly financial reports, investment statements, and profit distributions to management and private equity investors, ensuring transparency and insight into budget performance and operations.
• Spearheaded the $4M business restructuring in the owner’s absence and facilitated asset divestitures, including $3M in vehicles and $600K in property leases, through coordination with internal teams, legal counsel, and accounting professionals.
• Led accounting and financial operations for real estate development ($20M projects), beverage distribution ($2M sales), and direct sales ($1M sales).
• Directed $20M in property development and multimillion-dollar rental/land sales in Florida, ensuring budget adherence, tax compliance, and monthly financial reporting.
• Led supply chain operations for a $2M beverage business in Florida and managed $1M in direct sales in Brazil as CFO, overseeing both accounting and sales teams.
• Led FP&A, budgeting, and GAAP reporting for a SaaS startup in loyalty/rewards industry (NASDAQ-listed).
• Led FP&A, multi-year planning, and GAAP financial reporting for management and private equity stakeholders.
• Managed $3M+ in equity and $2.9M in convertible loans and played a key role in due diligence and financials leading to a $30M acquisition by Viggle.
• Led financial strategy for an internet startup in smart parking and auto services, secured startup capital from venture capitalists with a potential $3.5 Billion industry.
• Established revenue models, and operating plans with financial and timeline projections.
• Led FP&A, retail finance, accounting, treasury, and tax for a $60B Fortune 100 subsidiary.
• Led Operating Plans, Budgets, month end closing and variance analysis.
• Secured $30M in funding over 5 years through operating plans and GM collaboration.