Advisor

• Sep 2022 - Present

I was hired to advise the founders and finance team at this VC-backed (+$100M) pre-IPO women’s integrative healthcare practice based on my recent experience scaling a similar healthcare company. I’m working with the executive team and board on their finance strategy and operations, and provide advice regarding investor pitch materials. I was hired to advise the founders and finance team at this VC-backed (+$100M) pre-IPO women’s integrative healthcare practice based on my recent experience scaling a similar healthcare company. I’m working with the executive team and board on their finance strategy and operations, and provide advice regarding investor pitch materials.

Financial Consultant / Interim CFO

• Jul 2020 - Dec 2020

I advised this growing private-equity-backed fertility practice on supporting debt negotiations, completing their first budget, developing a sustainable forecasting model, and developing/presenting the 2021 budget to the board of directors. I advised this growing private-equity-backed fertility practice on supporting debt negotiations, completing their first budget, developing a sustainable forecasting model, and developing/presenting the 2021 budget to the board of directors.

VP of Finance / Corporate Controller

• Jul 2014 - Jul 2020

I was recruited to help this multi-unit medical practice improve accounting controls and systems to support rapid growth in preparation for going public. My role expanded from managing a team of 5 to a team of 40 as total employees went from 700 to 1,600. I supported revenue growth from $70M to $380M (CAGR 33%) and expansion from 27 to 77 primary care offices in 9 markets leading up to the January 2020 IPO. I also drafted the audit committee charter and ran committee meetings pre- and… Show more I was recruited to help this multi-unit medical practice improve accounting controls and systems to support rapid growth in preparation for going public. My role expanded from managing a team of 5 to a team of 40 as total employees went from 700 to 1,600. I supported revenue growth from $70M to $380M (CAGR 33%) and expansion from 27 to 77 primary care offices in 9 markets leading up to the January 2020 IPO. I also drafted the audit committee charter and ran committee meetings pre- and post-IPO. I decided to retire and relocate following the company’s successful public launch. Show less I was recruited to help this multi-unit medical practice improve accounting controls and systems to support rapid growth in preparation for going public. My role expanded from managing a team of 5 to a team of 40 as total employees went from 700 to 1,600. I supported revenue growth from $70M to $380M (CAGR 33%) and expansion from 27 to 77 primary care offices in 9 markets leading up to the January 2020 IPO. I also drafted the audit committee charter and ran committee meetings pre- and… Show more I was recruited to help this multi-unit medical practice improve accounting controls and systems to support rapid growth in preparation for going public. My role expanded from managing a team of 5 to a team of 40 as total employees went from 700 to 1,600. I supported revenue growth from $70M to $380M (CAGR 33%) and expansion from 27 to 77 primary care offices in 9 markets leading up to the January 2020 IPO. I also drafted the audit committee charter and ran committee meetings pre- and post-IPO. I decided to retire and relocate following the company’s successful public launch. Show less

Head of Finance

• Nov 2012 - Jun 2014

I developed the finance strategy and infrastructure to support rapid growth of this equity-financed fast-casual restaurant concept backed by Sequoia Capital and supported the CEO in a second financing round. I prepared and presented finance-related materials at board meetings and managed relationships with banks, auditors, and insurers. My team managed finances for 14 stores and 8 food trucks. I developed the finance strategy and infrastructure to support rapid growth of this equity-financed fast-casual restaurant concept backed by Sequoia Capital and supported the CEO in a second financing round. I prepared and presented finance-related materials at board meetings and managed relationships with banks, auditors, and insurers. My team managed finances for 14 stores and 8 food trucks.

Controller

• Feb 2004 - Oct 2012

I managed a team of 18 for this public company, including developing accounting policies, auditing, SEC reporting, income tax, Sarbanes-Oxley, and treasury. We supported revenue growth from $120M to $370M and managed finances related to building a $30M roasting facility, opening 120 new stores, developing myriad new products, and expanding distribution channels. I also prepared and led audit committee meetings and performed due diligence prior to the company’s sale in 2012. I managed a team of 18 for this public company, including developing accounting policies, auditing, SEC reporting, income tax, Sarbanes-Oxley, and treasury. We supported revenue growth from $120M to $370M and managed finances related to building a $30M roasting facility, opening 120 new stores, developing myriad new products, and expanding distribution channels. I also prepared and led audit committee meetings and performed due diligence prior to the company’s sale in 2012.

Consultant

• Jun 2002 - Feb 2004

I managed several large SOX compliance and internal audit projects for clients of this multinational professional services firm. I managed several large SOX compliance and internal audit projects for clients of this multinational professional services firm.

VP of Finance

• 2000 - 2001

External Reporting Manager

• 1999 - 2000

Audit Manager

• 1993 - 1999