At COMPLETE SPECIALTY SOLUTIONS, I stabilized operations and rebuilt the financial engine of a VC-backed, multi-location healthcare services company. By repricing and repackaging accounts, improving collections, and automating operations, I helped drive 40% organic growth and double EBITDA in 18 months.
At MEMBERSY, I built the finance function and business intelligence infrastructure from zero for a $150M ARR SaaS company. I delivered financial reporting and strategic frameworks, and helped shape its roadmap for pricing, go-to-market strategy, and resource allocation.
At BERGEN LOGISTICS, I modernized finance for a $200M founder-led company, migrated its systems from QuickBooks to NetSuite in three months, and built its FP&A function. I also partnered with JPMorgan and Becker Tilly on the quality of earnings report and investment teaser ahead of the company’s successful sale to a strategic buyer.
At SOCIETE GENERALE SUBSIDIARY, I rebuilt financial controls and operations, grew the institution, and helped scale its operating model across seven countries. I also led two local acquisitions and delivered growth in interest margin and fee income. In my advisory work, I’ve supported finance transformation, post-acquisition integration, and nonprofit finance systems, and I continue to serve on the Board of Directors of the subsidiary.
