CPA • MBA • 20+ Years Experience
Controllership, interim CFO, SEC reporting, and process improvement services for companies from start-up to preparing for exit — ready to level up their finance operations.
Trusted experience with industry leaders
Industries Served
Services
From start-up to preparing for exit — for PE-backed, private, and public companies that need to level up.
Full-scope accounting oversight, month-end close, financial reporting, and deep ASC 606 technical expertise.
Step-in CFO leadership for companies in transition — scaling, fundraising, or between hires.
End-to-end SEC reporting including 10-K, 10-Q, S-1, and proxy filings. IPO readiness to ongoing compliance.
ERP implementation, system migration, and technology optimization across NetSuite, SAP, Oracle and more.
Workflow redesign, offshore team buildouts, automated reporting, and millions in cost savings.
ASC 606, ASC 842, goodwill valuations, convertible notes, warrants, and complex transactions.
Who We Serve
I specialize in working with businesses that have outgrown their current finance operations — companies past the startup phase that need sophisticated financial leadership.
Building scalable teams, implementing systems, and driving value creation for portfolio companies.
SEC reporting, SOX implementation, and building the infrastructure to operate as a mature public company.
IPO readiness assessments, S-1 preparation, team building, and working with lawyers and underwriters.
Scalable infrastructure, teams, and processes to operate at the next level — wherever you are on the journey.
Results That Speak
"Built our SEC reporting infrastructure from scratch and established a financial close process we could trust — bringing stability and confidence to the entire organization."
"Led our IPO readiness from scratch — built the team, implemented systems, prepared the S-1, and worked hand-in-hand with our lawyers and underwriters."
"Executed three acquisitions totaling $140M+, led post-close integration, and then managed the $658M sale to private equity — all within a remarkably compressed timeline."
Whether you need interim leadership, SEC expertise, or a complete process overhaul, let's discuss how I can help your organization succeed.
Based in Tampa, FL — serving clients nationwide and internationally