• Finance professional with expertise in investor communication, FP&A, financial modeling, underwriting, transactions, and strategic planning. Skilled in cash flow projections, cost control, and business budgeting, with a track record of driving financial efficiency and investment growth.
• Currently providing FP&A and CFO services for early-stage companies, overseeing cash flow management, financial modeling, investor presentations, and strategic financial planning to optimize operational efficiency and growth.
• Co-founder of a self-storage and moving business, achieving $1M+ run rate in four months. Led financial analysis, secured equity investments, navigated permitting processes, and developed a 45,000-square-foot storage facility, taking full ownership of business operations.
• Early experience as Senior Finance and Investment VP at a private equity firm overseeing a $450MM portfolio. Led property operations, strategic acquisitions, investment fund launches, and asset management, achieving over $300M in gross asset value growth. Directed value-add projects of $10M+, revitalizing underperforming assets for turnaround success.
• Proficient in business strategy development, financial modeling, team leadership, and marketing strategy formulation.
• MBA from F.W. Olin Graduate School of Business at Babson College; Chartered Financial Analyst (CFA) certification.

ID 85249