EXECUTIVE PROFILE

Strategic financial leadership at critical inflection points.

CFO and finance executive with experience leading organizations through growth, transformation, capital constraints, complex transactions, restructuring, and strategic exits—combining financial discipline with an operator's perspective to create lasting enterprise value.

SELECTED EXECUTIVE RESULTS ‍‍ ‍

$30M — Capital Raised
~$60M — Financial Improvement
$1M → $30M — Revenue Growth
Two Strategic Exits — Transaction Execution ‍ ‍

Venture-backed biotech Restructuring & Capital allocation Scaled 12 → 100+ employees Including ~30× earnings exit‍ ‍

‍‍Results delivered across venture-backed, private-equity-backed, and public companies through capital strategy, operational leadership, business transformation, and strategic transactions.

Solving Complex Business Challenges

Enterprise value is created by solving complex business challenges through disciplined capital allocation, operational leadership, strategic execution, and informed decision-making.

These principles have driven successful business transformations, financings, revenue growth, and strategic transactions across venture-backed biotechnology, technology, banking, healthcare, and public companies.

The greatest opportunities for value creation often emerge at inflection points—growth, restructuring, financing, transformation, or strategic transactions—when the quality of financial leadership becomes a competitive advantage.

Six Disciplines of Enterprise Value Creation

Capital Strategy

Optimize capital allocation, liquidity, financing alternatives, investment priorities, and risk-adjusted decisions.

Strategic Transactions

Structure financings, acquisitions, divestitures, and strategic alternatives that maximize stakeholder value while reducing execution risk.

Business Transformation

Drive growth, restructuring, operational improvement, and strategic repositioning through disciplined financial leadership.

Operational Leadership

Build scalable finance organizations, planning disciplines, and decision-support systems that improve enterprise performance.

Board & Investor Partnership

Provide boards, investors, and executive teams with trusted strategic counsel, financial insight, and transparent communication.

Finance Transformation & AI

Modernize finance through reporting, controls, automation, analytics, and AI-enabled planning and decision support.

Complex business challenges take many forms, but the disciplines required to solve them—and create lasting enterprise value—remain remarkably consistent.

Executive Leadership Experience

Executive leadership across venture-backed biotechnology, technology, financial institutions, healthcare, and public companies—guiding organizations through growth, transformation, financing, and strategic transactions.

Chief Financial Officer

Nutcracker Therapeutics

  • $30M Bridge Financing

  • ~$60M Financial Improvement/ Capital Reallocation

  • Commercial Strategy Transformation

  • Revenue Growth ($2M → $20M)

  • Organizational Restructuring

  • Strategic Sale to Medici Therapeutics

BALR Corporation

  • Scaled Revenue ($1M → $30M)

  • Scaled Organization (12 → 100+ Employees)

  • Early E-Commerce Pioneer

  • Strategic Sale at 30× Earnings (Three Public Company Bidders)

Kylea Health

  • Business Model Transformation

  • First Simultaneous Nationwide Live Infomercial

  • Direct-to-Consumer Marketing Strategy

  • E-Commerce Platform Development

Enterprise Finance & Capital Markets

Wells Fargo - Vice President – Accounting Policy

  • Capital Markets & Structured Finance

  • Enterprise Accounting Policy & Regulatory Leadership

  • Led Enterprise-Wide FAS 167 Adoption Across $1T+ of Risk Assets / 3,000+ Investments

  • Directed 20-Person Big Four Implementation Team

  • Designed $2B+ Fair Value Hedge Program

  • $266M Nevada Solar One Financing
    (First Leveraged Lease under U.S. GAAP)

Silicon Valley Bank

  • Structured China’s First Joint-Venture Bank in 16 Years
    (Stanford Graduate School of Business Case Study)

  • Led ASC 606 Implementation 3 Months Early

  • Developed Innovative Life-Sciences Financing Structures

  • Advised on Capital Markets & Venture Transactions

  • Client-Facing International Treasury & FX Solutions

Executive Finance Advisory

Bloom Energy

  • Developed accounting approach adopted for $500M Strategic investment by SK Group (South Korea)

  • Redesigned SEC Reporting Organization

  • Equity Compensation Administration

  • International Finance Infrastructure

Centric Software (a Dassault Systèmes Subsidiary)

  • Global Revenue Recognition Transformation

  • Reduced Month-End Close (28 Days → 3 Days)

  • Led 20-Person Global Finance Team

Enterprise Program Leadership

Northrop Grumman

  • Enterprise Program Management & Complex Program Delivery

  • Cross-Functional Leadership

Derivatives and Investment Policy

Allstate

  • Derivatives Accounting & Hedging (FAS 133)

  • Authored 26 Derivative-Policy Papers Reviewed by Big Four Auditors

  • $40M 9/11 Hedge Strategy

Barrick Gold Corporation (Barbados)

  • Selected Following International Search

  • Global Gold Hedging Strategy

  • U.S. GAAP Conversion and Regulatory Accounting Approval

  • Normal Sales Accounting Policy

IPO Readiness and Capital Markets

Terran Orbital

  • SPAC Transaction Readiness

  • SEC Reporting & Public Company Readiness

  • Technical Accounting for Capital Transactions

SoundHound AI

  • Public Company Financial Reporting

  • SPAC Transaction Support

  • Technical Accounting & SEC Compliance

Private Equity Operational Transformation

Vista Equity Portfolio Companies

  • Finance Organization Transformation

  • Operational Performance Improvement

  • Financial Systems Modernization

Betterworks

  • Finance Process Transformation

  • Operational Scaling

  • Revenue Recognition Transformation

Canary Medical

  • Finance Infrastructure Development

  • Cross-Border Business Combination

ASC 842 Finance Transformation

Stanford Health Care

  • 3,000+ Lease Implementation & CoStar Integration

  • Enterprise Finance Transformation

Stanford University

  • ASC 842 Implementation

  • Enterprise Lease Accounting

University of Pittsburgh

Complex Public Sector Asset Lease Evaluations (Heinz Field, Soldiers & Sailors Hall)

Strategic CFO Leadership

Building enterprise value at critical inflection points.

I partner with CEOs, boards, investors, and operating leaders when organizations face consequential decisions around growth, capital, transformation, restructuring, and strategic transactions.

Recent CFO leadership delivered $30M of capital raised, approximately $60M of financial improvement, commercial transformation, and a strategic sale—building on a career spanning business scaling, capital markets, complex transactions, and enterprise transformation.

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