I work closely with CFOs and business owners of high-growth, privately held Financial Technology (FinTech) businesses. I have significant experience working with acquisitive private equity-backed, cross-border companies and understand the challenges that come with growing from a founder-led, closely held business to an institutional-owned growth company.
I have also served clients across a variety of industries, including real estate, manufacturing and distribution, and professional services, and I use this experience to provide my technology clients with perspectives they need to serve their customers in other industries.
One of my many specialties is helping tech businesses improve recurring revenue in preparation for transactions. I excel at complicated financial reporting and explaining complex accounting concepts to clients.
I have developed a passion for helping clients develop their Environmental, Social and Governance (ESG) initiatives. I work with companies to develop their ESG strategies and the reporting frameworks and metrics used to monitor their programs.
2020 enabled me to develop a deep understanding of the Paycheck Protection Program (PPP), and I have helped hundreds of companies across the United States in many different industries obtain PPP loans, strategize the use of their funds and obtain PPP forgiveness.
I enjoy volunteering my time with charities. My professional and civic affiliations include:
I have been described as cautiously adventurous and relaxed under pressure.