Experience

Solid Ratio

• United States
• Accounting
• 1 - 100 Employee

• Fractional CFO

  • Mar 2022 - 1 year 10 months

  Boulder, Colorado, United States Representative engagement: Interim CFO for plant-based CPG company in hyper growth phase (+$14M in sales, +381% CAGR). In addition to managing and executing day-to-day finance and accounting functions, secured working capital debt facility to fund growth, completed initial audit, led and executed annual budget process, and sourced internal SVP of Finance and Controller.



Lucky's Market Liquidating Trust

• Liquidating Trustee

  • Jan 2020 - 4 years

  Boulder, CO



Focused Energy

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Fractional CFO / VP of Finance

  • Aug 2020 - Aug 2021

  www.focusedenergy.work Focused Energy are outsourced CFO, finance, and business advisers for small and medium-sized companies. We provide fractional support and guidance for core business functions. We help business leaders understand their finances and operations, so they can focus on their vision and build their company.



Lucky's Market

• Retail Groceries
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2014 - Jan 2020

  Boulder, CO Led finance, accounting, legal, tax, real estate, insurance and asset protection functions for a fast-growing, privately held natural grocer that operated 39 grocery stores across 10 states ($500M in revenue, 40% compound annual growth rate).



Snap Dynasty Herb Company

• United States
• Wellness and Fitness Services

• Co-Owner

  • Apr 2013 - Jun 2018

  Lafayette, CO Acquired and co-ran a direct-to-consumer and wholesale herbal supplements business



Consumer Capital Partners

• Food and Beverage Services
• 1 - 100 Employee

• EVP Analytics and Strategy

  • Feb 2014 - Oct 2014

  Denver, CO Led analytics and finance-related strategy functions for family office and its portfolio companies. Interim finance, analytics and strategy lead for Smashburger (portfolio company of Consumer Capital Partners), a fast casual burger chain with over 300 franchised and corporate locations operating in 35 states and 7 countries.



School of Rock

• United States
• Musicians
• 700 & Above Employee

• Chief Financial Officer

  • Oct 2011 - Jan 2014

  Chicago, IL Led financial planning and analysis, accounting, treasury, tax, purchasing/procurement, human resources, insurance and internal and external financial reporting functions of a private-equity owned $12M revenue company with 120 schools operating in the US and abroad, including 23 company owned schools (remainder franchised).



Quiznos

• United States
• Restaurants
• 700 & Above Employee

• SVP of Corporate Finance

  • Sep 2010 - Sep 2011

  Denver, CO Provided strategic leadership through company-wide FP&A (including long range planning, annual budgeting, business intelligence analytics, financial reporting, and cash flow forecasting), investor relations, treasury and capital markets activities.

• Vice President of Corporate Finance

  • Aug 2008 - Sep 2010

  Denver, CO

• Senior Director of Financial Planning and Analysis

  • Jun 2007 - Aug 2008

  Denver, CO

• Director of Finance

  • Jan 2007 - Jun 2007

  Denver, CO



Consumer Capital Partners

• Food and Beverage Services
• 1 - 100 Employee

• Associate

  • Mar 2005 - Jan 2007

  Denver, CO Performed analytical and leadership role in the financial, strategic and capital market activities for a closely held, private investment company and its portfolio companies (including Quiznos).



Level 3 Communications

• Telecommunications
• 700 & Above Employee

• Corporate Development Associate

  • Jan 2004 - Mar 2005

  Boulder, CO Performed analytical role in a variety of acquisitions, divestitures and contract restructurings. Detailed involvement in all stages of the transaction, including initial evaluation, due diligence, synergy analysis, valuation, and deal structuring.



Legg Mason Wood Walker, Incorporated

• United States
• Investment Banking

• Investment Banking Analyst

  • Feb 2001 - Jul 2003

  Baltimore, Maryland Executed merger and acquisition advisory, public and private offerings of equity and debt securities and financial advisory services, including fairness opinions, valuation assignments and shareholder rights issuances, for closely held businesses and public companies in a broad range of industries.