SELECTED CFO LEADERSHIP

Nutcracker Therapeutics | Chief Financial Officer
Venture-Backed Biotechnology 2024–2026

Joined during a critical period of capital constraint and strategic transition, partnering with the CEO, Board, investors, and operating leadership to extend runway, restructure the organization, and reposition the business for growth and strategic alternatives.

• Secured $30M in bridge financing, extending operating runway while the company pursued a commercial transformation and strategic alternatives.

• Led capital allocation and restructuring initiatives delivering approximately $60M of financial improvement through budgeting discipline, workforce reductions, and reprioritization of strategic spending.

• Partnered in transforming the business toward a CRDMO commercial model, supporting revenue growth from $2M in 2024 to $20M through November 2025.

• Directed finance through significant organizational restructuring, maintaining financial reporting, controls, forecasting, liquidity management, and operational continuity during two workforce reductions.

• Led financial strategy and transaction execution through the company’s strategic sale, positioning the business for acquisition following its financing, restructuring, and commercial transformation.

• Delivered a clean PwC audit with zero adjustments and led the finance transition following the transaction.

BALR Corporation | Operations Manager → Chief Financial Officer
Technology & E-Commerce

Joined the company during its early growth stage and helped scale the business from approximately $1M to $30M in revenue, ultimately serving as CFO through its strategic sale.

• Scaled revenue from approximately $1M to $30M while helping grow the organization from 12 to more than 100 employees.

• Built financial and operating infrastructure supporting rapid growth, including planning, reporting, controls, organizational development, and executive decision support.

• Helped establish the company as an early e-commerce participant while maintaining approximately 20% bottom-line profitability as the organization scaled.

• Led financial strategy for the approximately $40M strategic sale following bids from three public companies, achieving approximately 30× earnings.

• Structured a zero-cost collar to manage market exposure associated with the stock-for-stock transaction.

CAPITAL MARKETS & ENTERPRISE FINANCE LEADERSHIP

Wells Fargo | Vice President, Accounting Policy

• Board-approved Vice President within Wholesale Banking, advising senior leadership on complex transactions, capital markets, structured finance, lending, derivatives, and enterprise accounting matters.

• Provided finance and accounting leadership for 25+ major transactions totaling multiple billions of dollars, evaluating transaction structure, economics, risk, and financial-reporting implications.

• Led enterprise-wide implementation following the Wachovia acquisition across $1T+ of risk assets and 3,000+ investments, addressing consolidation and governance requirements.

• Developed the accounting and risk-management strategy for a $2B+ bond portfolio hedge program.

• Designed the accounting and transaction structure for $266M Nevada Solar One, the first leveraged lease of its type under U.S. GAAP.

• Partnered across business, risk, legal, treasury, regulatory and finance functions on complex capital-markets and structured-finance matters.

Silicon Valley Bank | Senior Technical Accounting Manager

• Structured the accounting and financial framework for SVB’s joint-venture bank with Shanghai Pudong Development Bank, the first new joint-venture bank approved in China in 16 years; subsequently the transaction was featured in a Stanford Graduate School of Business case study.

• Developed innovative lending and life-sciences financing structures that achieved commercial objectives while addressing complex consolidation, accounting, and regulatory requirements.

• Partnered directly with client-facing teams in foreign-currency hedging sales discussions, translating financial risk and accounting considerations into commercial solutions for customers.

• Advised business and finance leadership on capital markets, venture financing, international treasury, and complex strategic transactions.

• Led ASC 606 implementation three months ahead of schedule, coordinating enterprise stakeholders and implementation requirements.

SELECTED STRATEGIC FINANCE & TRANSFORMATION RESULTS

Bloom Energy — Developed the accounting approach adopted for SK Group’s $500M strategic investment, addressing complex SEC reporting, international finance, and equity considerations.

Centric Software / Dassault Systèmes — Reduced month-end close from 28 days to 3 days; led a 20-person global finance team; transformed revenue-recognition processes.

Vista Equity Portfolio Companies — Led finance transformation, operating-performance improvement, and financial-systems modernization across multiple private-equity portfolio companies.

Barrick Gold — Selected following an international search and relocated to Barbados, leading U.S. GAAP and regulatory remediation across a highly complex global structure and supporting global gold-hedging strategy.

Allstate — Led key aspects of FAS 133 derivatives implementation, authoring 26 derivative-policy papers reviewed by the company’s Big Four auditors; specifically retained during a companywide consultant reduction and later asked to return for additional strategic finance work.

Stanford Health Care — Led enterprise ASC 842 transformation across 3,000+ leases with CoStar integration.

THOUGHT LEADERSHIP & PROFESSIONAL INFLUENCE

2025 SF Tech Week — Panelist, “Raising Between Raises: How to Execute a Bridge Round”
Selected to represent Nutcracker Therapeutics in a discussion with venture capital, legal, and finance leaders on bridge financing and capital strategy for venture-backed companies.

American Banker — “Flying Black Swans into Stress Testing”
Presented at the 2015 Stress Testing Conference on incorporating low-probability, high-impact events into stress testing, capital planning, and enterprise risk management.

Financial Executives International — FAS 157: A Troubled Solution
Presented during the financial crisis on fair-value accounting and market consequences; the program was also broadcast through the Maryland Association of CPAs.

EDUCATION & CREDENTIALS

Certified Public Accountant (CPA)

Master of Project Management (MPM) — Keller Graduate School of Management, Chicago, Illinois

Bachelor of Arts — Asbury College, Wilmore, Kentucky