01
About
I'm a CPA and MBA with 16+ years of finance experience, including six years directing finance at a $450M healthcare services company where I led $120M in acquisitions and built a 14-person team. I partner with CEOs and boards to shape financial strategy, modernize systems, deliver cost savings, and am positioned to scale finance operations as a VP Finance or CFO at a mid-sized, growth-stage company.
02
Goals
I want to lead financial strategy and scale operations as VP Finance or CFO at a mid-sized, growth-stage company.
03
Stack
Financial Planning & Analysis
FP&A·
Budgeting·
Forecasting·
Forecast accuracy improvement
Financial Operations
Monthly close management·
Financial reporting
M&A & Corporate Development
Mergers & Acquisitions·
Financial due diligence·
Acquisition integration·
Corporate development
Cost Management
Vendor consolidation·
Cost savings identification
Revenue & Pricing Strategy
Pricing models
Audit & Compliance
Audit management·
External audits
Board & Governance
Board reporting
Systems & Tools
Finance systems modernization
Tools
NetSuite·
Adaptive Planning·
Advanced Excel·
Power BI·
Tableau
Leadership & Management
Team building and leadership·
Strategic planning·
Stakeholder partnership (CEO & board)·
Training and onboarding
Certifications & Education
CPA (Certified Public Accountant)·
MBA
04
Selected Work
05
Experience
Apr 2020 – Present
Director of Finance (FP&A and Corporate Development)
Carolina Health Partners
Added $85M in annual revenue by executing due diligence and integrating three acquisitions totaling $120M, accelerating company scale and revenue base. Reduced the monthly close from 12 days to five, built a 14-person finance team, led the $450M annual budget process and board presentations, and identified $9M in annual savings through vendor consolidation and improved staffing forecasts.
Jun 2014 – Mar 2020
Senior Finance Manager
Bluewater Logistics
Improved forecast accuracy to within 2% for a $300M business unit, enabling tighter planning and more reliable decision-making. Built pricing models that increased margins on the company's largest contracts by three percentage points, was promoted twice in six years, and supervised a team of five analysts.
Sep 2009 – May 2014
Senior Auditor to Audit Manager
Hartwell & Brooks LLP
Delivered audits for 10+ healthcare and manufacturing clients with engagement teams of six, ensuring compliance and timely reporting. Trained 20+ new auditors through the firm's onboarding program to improve bench strength and audit quality.
06
Education
– 2014
MBA
Duke University Fuqua School of Business
– 2009
B.S. in Accounting
University of North Carolina at Chapel Hill
–
CPA
Certified Public Accountant (CPA), North Carolina