Experience

Global Clean Energy

• United States
• Renewables & Environment
• 1 - 100 Employee

• Chief Financial Officer

  • May 2023 - Present

• Executive Vice President of Finance

  • Feb 2023 - May 2023



Radair

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

• Chief Executive Officer

  • Feb 2022 - Feb 2023



Zenlayer

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

• Chief Financial Officer

  • Dec 2019 - Nov 2021

  Scaled recurring revenue, global, venture capital and private equity backed edge cloud services business (IaaS, PaaS, SaaS) from $100MM to $200MM+ by doing the following: - Reorganized and built accounting / FP&A / treasury and legal organizational structure from zero to one, including hiring of General Counsel, Global Controller, Director of FP&A, and Director of Tax (all new positions) - Led marketing, structuring, negotiation, and execution of $70MM+ across Series C and C-2… Show more Scaled recurring revenue, global, venture capital and private equity backed edge cloud services business (IaaS, PaaS, SaaS) from $100MM to $200MM+ by doing the following: - Reorganized and built accounting / FP&A / treasury and legal organizational structure from zero to one, including hiring of General Counsel, Global Controller, Director of FP&A, and Director of Tax (all new positions) - Led marketing, structuring, negotiation, and execution of $70MM+ across Series C and C-2, nearly quadrupling valuation from Series B - Structured and closed $15MM credit facility and procured $20MM+ in capital leases to reduce cost (and diversify sources) of capital - Built from scratch, and trained team to maintain, weekly cash flow tracking model and three-statement financial model, resulting in more disciplined capex planning to ensure adequate future liquidity - Designed and implemented comprehensive monthly reporting process and package, including summary financial review, sales analysis, top customer analysis, product line analysis, inventory review, and asset utilization analysis - Established detailed A/R review, collections forecast, and accountability process to improve DSO by >10 days - Designed and implemented complex project approval processes to streamline international operations and educate product managers on returns analysis, payback periods, margin requirements, and working capital considerations - Completed Zenlayer’s first two years of AICPA US GAAP audits after selecting PwC US as CPA firm - Oversaw multiple systems implementations, including Netsuite (Accounting), Concur (T&E), and Workday Adaptive (Planning) - Led evaluation and implementation of tax restructuring plan - Evaluated and implemented Zenlayer’s first corporate insurance portfolio (D&O, E&O, cyber liability, etc.) Show less Scaled recurring revenue, global, venture capital and private equity backed edge cloud services business (IaaS, PaaS, SaaS) from $100MM to $200MM+ by doing the following: - Reorganized and built accounting / FP&A / treasury and legal organizational structure from zero to one, including hiring of General Counsel, Global Controller, Director of FP&A, and Director of Tax (all new positions) - Led marketing, structuring, negotiation, and execution of $70MM+ across Series C and C-2… Show more Scaled recurring revenue, global, venture capital and private equity backed edge cloud services business (IaaS, PaaS, SaaS) from $100MM to $200MM+ by doing the following: - Reorganized and built accounting / FP&A / treasury and legal organizational structure from zero to one, including hiring of General Counsel, Global Controller, Director of FP&A, and Director of Tax (all new positions) - Led marketing, structuring, negotiation, and execution of $70MM+ across Series C and C-2, nearly quadrupling valuation from Series B - Structured and closed $15MM credit facility and procured $20MM+ in capital leases to reduce cost (and diversify sources) of capital - Built from scratch, and trained team to maintain, weekly cash flow tracking model and three-statement financial model, resulting in more disciplined capex planning to ensure adequate future liquidity - Designed and implemented comprehensive monthly reporting process and package, including summary financial review, sales analysis, top customer analysis, product line analysis, inventory review, and asset utilization analysis - Established detailed A/R review, collections forecast, and accountability process to improve DSO by >10 days - Designed and implemented complex project approval processes to streamline international operations and educate product managers on returns analysis, payback periods, margin requirements, and working capital considerations - Completed Zenlayer’s first two years of AICPA US GAAP audits after selecting PwC US as CPA firm - Oversaw multiple systems implementations, including Netsuite (Accounting), Concur (T&E), and Workday Adaptive (Planning) - Led evaluation and implementation of tax restructuring plan - Evaluated and implemented Zenlayer’s first corporate insurance portfolio (D&O, E&O, cyber liability, etc.) Show less



Maverick Natural Resources

• United States
• Oil and Gas
• 200 - 300 Employee

• Senior Vice President, Finance and Treasurer

  • Jun 2018 - Jul 2019

  As member of Executive Leadership Team, focused on Strategy and Organizational Transformation. Led FP&A, Finance, Planning, Communications, Treasury, and Human Resources teams (15 FTEs) As member of Executive Leadership Team, focused on Strategy and Organizational Transformation. Led FP&A, Finance, Planning, Communications, Treasury, and Human Resources teams (15 FTEs)



Breitburn Energy

• United States
• Oil and Gas
• 1 - 100 Employee

• Vice President Finance

  • Apr 2016 - Jun 2018

  Evaluated strategic alternatives and drove execution of successful entry and emergence from Chapter 11

• Director Corporate Finance

  • Jun 2011 - Apr 2016

  Raised capital to execute $5BN+ in acquisitions and rebuilt analytical tools to drive strategic decision-making



THL Credit Advisors LLC

• Associate

  • Aug 2010 - Jun 2011

  Executed in-depth business, financial, and industry due diligence – and presented recommendations to Investment Committee – on mezzanine opportunities across retail, fast-food, and technology Executed in-depth business, financial, and industry due diligence – and presented recommendations to Investment Committee – on mezzanine opportunities across retail, fast-food, and technology



Imperial Capital, LLC

• Financial Services
• 100 - 200 Employee

• Associate / Analyst

  • Feb 2009 - Aug 2010

  Focused on private placements and M&A in security, aerospace and defense, media, and consumer verticals Focused on private placements and M&A in security, aerospace and defense, media, and consumer verticals



Jefferies

• United States
• Investment Banking
• 700 & Above Employee

• Analyst

  • Jul 2007 - Dec 2008

  Analyzed, pitched, built complex financial models, and created marketing materials for leveraged finance solutions across general industrials, consumer, oil services, energy, gaming, and telecom Analyzed, pitched, built complex financial models, and created marketing materials for leveraged finance solutions across general industrials, consumer, oil services, energy, gaming, and telecom