Chief Financial Officer (Fractional)

• Jun 2023 - Present

Eden Grow Systems is an official NASA spin-off that employs cutting-edge aeroponics and remote monitoring technology to create modular farming systems that allow businesses and individuals (regardless of experience level) to grow their own food without using herbicides, pesticides, or fertilizers. Eden Grow Systems is an official NASA spin-off that employs cutting-edge aeroponics and remote monitoring technology to create modular farming systems that allow businesses and individuals (regardless of experience level) to grow their own food without using herbicides, pesticides, or fertilizers.

Managing Director

• May 2023 - Present

Azul Advisors is dedicated to helping companies cut through the noise, accelerate strategy execution, and increase the returns. Azul Advisors is dedicated to helping companies cut through the noise, accelerate strategy execution, and increase the returns.

Chief Financial Officer (Fractional)

• May 2023 - Present

Founded in 2018, Emergency Safety Solutions is an automotive technology pioneer developing lighting and digital alert solutions to reduce the number of preventable deaths and injuries from crashes involving disabled and vulnerable vehicles. https://www.ess-help.com/

Investor and Advisor

• Mar 2020 - Apr 2023

Founded in 2018, Emergency Safety Solutions is an automotive technology pioneer developing lighting and digital alert solutions to reduce the number of preventable deaths and injuries from crashes involving disabled and vulnerable vehicles.

Vice President of Finance, Americas

• Aug 2018 - Apr 2023

Control Risks is a privately-owned British specialist global risk and strategic consulting firm specializing in political, security and integrity risk. Regional CFO for North America and Latin America • Lead a team of 50+ professionals covering all treasury, tax, FP&A, accounting, controls, and project coordination activities across 7 countries in the western hemisphere. • Close collaboration and business partnering as member of the Regional Executive Committee leadership… Show more Control Risks is a privately-owned British specialist global risk and strategic consulting firm specializing in political, security and integrity risk. Regional CFO for North America and Latin America • Lead a team of 50+ professionals covering all treasury, tax, FP&A, accounting, controls, and project coordination activities across 7 countries in the western hemisphere. • Close collaboration and business partnering as member of the Regional Executive Committee leadership team. • Set up and stabilized shared services center in Mexico City supporting North America accounting. • Created FP&A function and organized teams by vertical expertise. • Implemented FP&A tool to streamline budgeting and forecasting. • Collaborated on global executive committee that led implementation of new ERP across the western hemisphere. Show less Control Risks is a privately-owned British specialist global risk and strategic consulting firm specializing in political, security and integrity risk. Regional CFO for North America and Latin America • Lead a team of 50+ professionals covering all treasury, tax, FP&A, accounting, controls, and project coordination activities across 7 countries in the western hemisphere. • Close collaboration and business partnering as member of the Regional Executive Committee leadership… Show more Control Risks is a privately-owned British specialist global risk and strategic consulting firm specializing in political, security and integrity risk. Regional CFO for North America and Latin America • Lead a team of 50+ professionals covering all treasury, tax, FP&A, accounting, controls, and project coordination activities across 7 countries in the western hemisphere. • Close collaboration and business partnering as member of the Regional Executive Committee leadership team. • Set up and stabilized shared services center in Mexico City supporting North America accounting. • Created FP&A function and organized teams by vertical expertise. • Implemented FP&A tool to streamline budgeting and forecasting. • Collaborated on global executive committee that led implementation of new ERP across the western hemisphere. Show less

Finance Director & Business Unit Controller, Pipeline Integrity

• Mar 2016 - Aug 2018

Mears is an American industry-leading energy infrastructure solutions company offering engineering, construction and maintenance services to the oil and natural gas, electric transmission and distribution, telecommunications and wastewater industries. It is a subsidiary Quanta Services, a Fortune 500 company. Business Unit Controller, Pipeline Integrity; Finance Director ▪ Partnered with President and senior operations leadership to develop Monthly Business Review dashboards… Show more Mears is an American industry-leading energy infrastructure solutions company offering engineering, construction and maintenance services to the oil and natural gas, electric transmission and distribution, telecommunications and wastewater industries. It is a subsidiary Quanta Services, a Fortune 500 company. Business Unit Controller, Pipeline Integrity; Finance Director ▪ Partnered with President and senior operations leadership to develop Monthly Business Review dashboards for two companies; these dashboard metrics enabled data-driven insightful discussions and decisions leading to margin improvement. ▪ Partnered with Ops Sr VPs in identifying and measuring indirect cost pools, setting profitability targets, and executing needed restructuring. ▪ Led the accounting integration of two acquisitions representing an additional $17M+ in revenue. ▪ Owned the analysis, forecasting, and budgeting activities for a construction related entity and an engineering service-related entity. ▪ Led the accounting close and related compliance activities involving percentage of completion (POC) accounting, WIP, job costing, and reporting. Show less Mears is an American industry-leading energy infrastructure solutions company offering engineering, construction and maintenance services to the oil and natural gas, electric transmission and distribution, telecommunications and wastewater industries. It is a subsidiary Quanta Services, a Fortune 500 company. Business Unit Controller, Pipeline Integrity; Finance Director ▪ Partnered with President and senior operations leadership to develop Monthly Business Review dashboards… Show more Mears is an American industry-leading energy infrastructure solutions company offering engineering, construction and maintenance services to the oil and natural gas, electric transmission and distribution, telecommunications and wastewater industries. It is a subsidiary Quanta Services, a Fortune 500 company. Business Unit Controller, Pipeline Integrity; Finance Director ▪ Partnered with President and senior operations leadership to develop Monthly Business Review dashboards for two companies; these dashboard metrics enabled data-driven insightful discussions and decisions leading to margin improvement. ▪ Partnered with Ops Sr VPs in identifying and measuring indirect cost pools, setting profitability targets, and executing needed restructuring. ▪ Led the accounting integration of two acquisitions representing an additional $17M+ in revenue. ▪ Owned the analysis, forecasting, and budgeting activities for a construction related entity and an engineering service-related entity. ▪ Led the accounting close and related compliance activities involving percentage of completion (POC) accounting, WIP, job costing, and reporting. Show less

Senior Vice President, Finance & Administration (North America)

• May 2014 - Mar 2016

Applus Velosi provides quality assurance, quality control, inspection, and certification services to multinational oil and gas companies. It is a subsidiary of Applus Services, a Spanish public company that was formerly a Carlyle Group portfolio company. ▪ Major player in key change management and restructuring initiatives to reduce costs, streamline operations, and effectively maintain performance across all functional areas. Shortened financial close by 4 days. ▪ Partnered with… Show more Applus Velosi provides quality assurance, quality control, inspection, and certification services to multinational oil and gas companies. It is a subsidiary of Applus Services, a Spanish public company that was formerly a Carlyle Group portfolio company. ▪ Major player in key change management and restructuring initiatives to reduce costs, streamline operations, and effectively maintain performance across all functional areas. Shortened financial close by 4 days. ▪ Partnered with Region President in implementing difficult RIF while realigning roles and prioritizing mission-critical work streams. ▪ Provided cost analyses which strengthened pricing negotiation position, enabling the sales organization to achieve favorable outcomes with our customers that include the major oil companies, EPCs, and major midstream companies. ▪ Reduced past-due accounts receivable and decreased DSO. ▪ Outsourced payroll, enabling cost-effective processing, as well as a scalable payroll operation and providing the company with timely, accurate tax filing and reporting at low incremental cost. ▪ Created cost savings and created a depth of available IT expertise by outsourcing the IT function. ▪ Led relationship with tax advisors and leveraged their expertise to correct prior year tax issues, resulting in significant tax savings. Show less Applus Velosi provides quality assurance, quality control, inspection, and certification services to multinational oil and gas companies. It is a subsidiary of Applus Services, a Spanish public company that was formerly a Carlyle Group portfolio company. ▪ Major player in key change management and restructuring initiatives to reduce costs, streamline operations, and effectively maintain performance across all functional areas. Shortened financial close by 4 days. ▪ Partnered with… Show more Applus Velosi provides quality assurance, quality control, inspection, and certification services to multinational oil and gas companies. It is a subsidiary of Applus Services, a Spanish public company that was formerly a Carlyle Group portfolio company. ▪ Major player in key change management and restructuring initiatives to reduce costs, streamline operations, and effectively maintain performance across all functional areas. Shortened financial close by 4 days. ▪ Partnered with Region President in implementing difficult RIF while realigning roles and prioritizing mission-critical work streams. ▪ Provided cost analyses which strengthened pricing negotiation position, enabling the sales organization to achieve favorable outcomes with our customers that include the major oil companies, EPCs, and major midstream companies. ▪ Reduced past-due accounts receivable and decreased DSO. ▪ Outsourced payroll, enabling cost-effective processing, as well as a scalable payroll operation and providing the company with timely, accurate tax filing and reporting at low incremental cost. ▪ Created cost savings and created a depth of available IT expertise by outsourcing the IT function. ▪ Led relationship with tax advisors and leveraged their expertise to correct prior year tax issues, resulting in significant tax savings. Show less

North America Drilling Services FP&A Lead / US Land DS Ops FP&A Lead / Global FP&A AMO Lead

• Oct 2009 - May 2014

Baker Hughes is a Fortune 500 international industrial service company and one of the world's largest oil field services companies. North America Drilling Services (DS) Product Line FP&A Lead ; US Land DS Ops FP&A Lead: ▪ Managed 25+ person FP&A and billing teams that added $16+ million in additional cash flow by reducing DSO from 62 days to 58. ▪ Increased field margin in $1.3B region by implementing and enforcing maintenance policy which significantly reduced costs… Show more Baker Hughes is a Fortune 500 international industrial service company and one of the world's largest oil field services companies. North America Drilling Services (DS) Product Line FP&A Lead ; US Land DS Ops FP&A Lead: ▪ Managed 25+ person FP&A and billing teams that added $16+ million in additional cash flow by reducing DSO from 62 days to 58. ▪ Increased field margin in $1.3B region by implementing and enforcing maintenance policy which significantly reduced costs, restored client confidence in tool reliability, and maintained favorable pricing. ▪ Managed regional budgeting process based on key business drivers. Global FP&A AMO Lead ; Western Hemisphere FP&A AMO Manager: ▪ Led 16-member global team of FP&A managers and their analyst teams in supporting global Assembly, Maintenance, & Overhaul (AMO) group managing more than $150 million in inventory. ▪ Reduced costs by advising senior supply chain managers on ways to decrease AMO headcount, CAPEX, and inventory. ▪ Worked in collaboration with AMO repair shop managers in multiple regions to align Kaizen/Lean events with corporate objectives, eliminate bottlenecks across the enterprise, and increase profitability; redrew the Lean plan and created a 24-month action plan that eliminated 40% of proposed $1.2 million spend that would only marginally improve efficiency. ▪ Slashed repair shop overtime, saving more than $600K in annualized spend Legal Compliance Manager ; Sr. Legal Compliance Accountant: ▪ Managed reorganization of FCPA risk analysis heat map model by 90 countries and over 15 risk attributes as used by the Chief Compliance Officer and the General Auditor. Recognized with BHI’s Gold Award for efforts and quality of work on this project. ▪ Partnered with legal counsel on anti-corruption reviews at commercial sales agent sites in Latin America, Africa, and the Middle East. ▪ Partnered with legal counsel and financial advisers in conducting M&A due diligence in the US and Europe. Show less Baker Hughes is a Fortune 500 international industrial service company and one of the world's largest oil field services companies. North America Drilling Services (DS) Product Line FP&A Lead ; US Land DS Ops FP&A Lead: ▪ Managed 25+ person FP&A and billing teams that added $16+ million in additional cash flow by reducing DSO from 62 days to 58. ▪ Increased field margin in $1.3B region by implementing and enforcing maintenance policy which significantly reduced costs… Show more Baker Hughes is a Fortune 500 international industrial service company and one of the world's largest oil field services companies. North America Drilling Services (DS) Product Line FP&A Lead ; US Land DS Ops FP&A Lead: ▪ Managed 25+ person FP&A and billing teams that added $16+ million in additional cash flow by reducing DSO from 62 days to 58. ▪ Increased field margin in $1.3B region by implementing and enforcing maintenance policy which significantly reduced costs, restored client confidence in tool reliability, and maintained favorable pricing. ▪ Managed regional budgeting process based on key business drivers. Global FP&A AMO Lead ; Western Hemisphere FP&A AMO Manager: ▪ Led 16-member global team of FP&A managers and their analyst teams in supporting global Assembly, Maintenance, & Overhaul (AMO) group managing more than $150 million in inventory. ▪ Reduced costs by advising senior supply chain managers on ways to decrease AMO headcount, CAPEX, and inventory. ▪ Worked in collaboration with AMO repair shop managers in multiple regions to align Kaizen/Lean events with corporate objectives, eliminate bottlenecks across the enterprise, and increase profitability; redrew the Lean plan and created a 24-month action plan that eliminated 40% of proposed $1.2 million spend that would only marginally improve efficiency. ▪ Slashed repair shop overtime, saving more than $600K in annualized spend Legal Compliance Manager ; Sr. Legal Compliance Accountant: ▪ Managed reorganization of FCPA risk analysis heat map model by 90 countries and over 15 risk attributes as used by the Chief Compliance Officer and the General Auditor. Recognized with BHI’s Gold Award for efforts and quality of work on this project. ▪ Partnered with legal counsel on anti-corruption reviews at commercial sales agent sites in Latin America, Africa, and the Middle East. ▪ Partnered with legal counsel and financial advisers in conducting M&A due diligence in the US and Europe. Show less

Consultant

• Dec 2008 - Sep 2009

LECG was a leading expert services public company. They provided independent testimony, authoritative studies and advisory services to inform legislative and regulatory decision makers and help resolve commercial disputes. ▪ Recruited to leverage forensic expertise in analysis, investigation, and development of an expert testimony report for fraud case involving the former owner of a web-hosting company, resulting in a $20+ million bankruptcy. ▪ Assisted the testifying expert in… Show more LECG was a leading expert services public company. They provided independent testimony, authoritative studies and advisory services to inform legislative and regulatory decision makers and help resolve commercial disputes. ▪ Recruited to leverage forensic expertise in analysis, investigation, and development of an expert testimony report for fraud case involving the former owner of a web-hosting company, resulting in a $20+ million bankruptcy. ▪ Assisted the testifying expert in preparing an expert report regarding facts of the case and describing the offshore re-insurance captive industry to the court. Show less LECG was a leading expert services public company. They provided independent testimony, authoritative studies and advisory services to inform legislative and regulatory decision makers and help resolve commercial disputes. ▪ Recruited to leverage forensic expertise in analysis, investigation, and development of an expert testimony report for fraud case involving the former owner of a web-hosting company, resulting in a $20+ million bankruptcy. ▪ Assisted the testifying expert in… Show more LECG was a leading expert services public company. They provided independent testimony, authoritative studies and advisory services to inform legislative and regulatory decision makers and help resolve commercial disputes. ▪ Recruited to leverage forensic expertise in analysis, investigation, and development of an expert testimony report for fraud case involving the former owner of a web-hosting company, resulting in a $20+ million bankruptcy. ▪ Assisted the testifying expert in preparing an expert report regarding facts of the case and describing the offshore re-insurance captive industry to the court. Show less

Senior Associate - Forensic Services / Associate – External Audit

• Jan 2006 - Dec 2008

Sr. Associate - Forensic Services ; Associate - Forensic Services: ▪ Promoted to work directly with forensic services directors and partners; prepared investigation plans, conducted interviews with client staff, and wrote/delivered highly detailed findings to attorneys and corporate leadership. Participated in business development efforts. ▪ Conducted forensic accounting investigations in areas including embezzlement, misappropriation of assets, kick-back schemes, M&A… Show more Sr. Associate - Forensic Services ; Associate - Forensic Services: ▪ Promoted to work directly with forensic services directors and partners; prepared investigation plans, conducted interviews with client staff, and wrote/delivered highly detailed findings to attorneys and corporate leadership. Participated in business development efforts. ▪ Conducted forensic accounting investigations in areas including embezzlement, misappropriation of assets, kick-back schemes, M&A transactions, DoJ violations and more in countries including Mexico, Colombia, Ecuador, and Brazil, as well as regions of the US. ▪ Key member of engagement Project Management Office (PMO); vetted 20 foreign commercial business agents in 12 countries as part of an M&A transaction. Coordinated efforts between the PwC US and 12 international PwC member firms. ▪ Country leader on FCPA investigation of a DoJ reportable violation in Ecuador; led US/Ecuadorian PwC team. ▪ Performed FCPA due diligence for M&A transaction where major US-based bank purchased 20% equity stake in large Colombian bank. ▪ Investigated financial reporting fraud allegations at US-based subsidiary of multibillion-dollar, Australian-based PwC Assurance client. External Audit Associate: ▪ Conducted financial audits and served on audit engagements, cultivating positive relationships with mid-market clients including Pemex and Grupo ALFA in Spanish, with audited financial statements produced in English. ▪ Conducted financial audits and performed internal controls assessments, cultivating positive relationships with public clients in diverse industries such as American International Group, Inc (AIG), Tesco Corporation, and Chevron Corporation. ▪ Recognized for outstanding performance and positive attitude; recruited to join the Forensic Services Practice. Show less Sr. Associate - Forensic Services ; Associate - Forensic Services: ▪ Promoted to work directly with forensic services directors and partners; prepared investigation plans, conducted interviews with client staff, and wrote/delivered highly detailed findings to attorneys and corporate leadership. Participated in business development efforts. ▪ Conducted forensic accounting investigations in areas including embezzlement, misappropriation of assets, kick-back schemes, M&A… Show more Sr. Associate - Forensic Services ; Associate - Forensic Services: ▪ Promoted to work directly with forensic services directors and partners; prepared investigation plans, conducted interviews with client staff, and wrote/delivered highly detailed findings to attorneys and corporate leadership. Participated in business development efforts. ▪ Conducted forensic accounting investigations in areas including embezzlement, misappropriation of assets, kick-back schemes, M&A transactions, DoJ violations and more in countries including Mexico, Colombia, Ecuador, and Brazil, as well as regions of the US. ▪ Key member of engagement Project Management Office (PMO); vetted 20 foreign commercial business agents in 12 countries as part of an M&A transaction. Coordinated efforts between the PwC US and 12 international PwC member firms. ▪ Country leader on FCPA investigation of a DoJ reportable violation in Ecuador; led US/Ecuadorian PwC team. ▪ Performed FCPA due diligence for M&A transaction where major US-based bank purchased 20% equity stake in large Colombian bank. ▪ Investigated financial reporting fraud allegations at US-based subsidiary of multibillion-dollar, Australian-based PwC Assurance client. External Audit Associate: ▪ Conducted financial audits and served on audit engagements, cultivating positive relationships with mid-market clients including Pemex and Grupo ALFA in Spanish, with audited financial statements produced in English. ▪ Conducted financial audits and performed internal controls assessments, cultivating positive relationships with public clients in diverse industries such as American International Group, Inc (AIG), Tesco Corporation, and Chevron Corporation. ▪ Recognized for outstanding performance and positive attitude; recruited to join the Forensic Services Practice. Show less

Corporate Accountant

• May 2003 - Dec 2005

▪ Led 15-member team in 4-month project in Antigua to reorganize/reconcile contents of a large warehouse with $8+ million in construction materials; accounted for 96% of stock and established process to enable ongoing verification/accuracy of inventory. ▪ Provided key support to Corporate Accounting Manager through preparation/Analysis of financial statements. ▪ Prepared intercompany reconciliations in more than 30 currencies and reviewed operating expense prior to disbursement. ▪ Led 15-member team in 4-month project in Antigua to reorganize/reconcile contents of a large warehouse with $8+ million in construction materials; accounted for 96% of stock and established process to enable ongoing verification/accuracy of inventory. ▪ Provided key support to Corporate Accounting Manager through preparation/Analysis of financial statements. ▪ Prepared intercompany reconciliations in more than 30 currencies and reviewed operating expense prior to disbursement.

Audit Intern

• 2001 - 2001