Orion Worldwide

Global CFO

Progress Ventures

Executive In Residence

Stealth Mode

Private Company strategy in Professional Services company and an AI tech venture

CFO / COO 

Guided By Good 

Chief Financial Officer

Real Chemistry

Scaled financial functions (FP&A, Accounting, Client Finance) during hypergrowth
Moved accounting from private towards public standards in preparation of a possible IPO
Influenced organizational design of a multi-entity business towards integration and ease of operability
Saved over $70m in non-essential expenses
Conducted due diligence on acquisition targets
Moved organization towards resource optimization through the establishment of benchmarks and best practices
Lead preparation of all financial and KPI content for Board and ELT meetings
Created and presented fundraising presentations to raise debt in support of acquisitions
Operations Departments included: IT, Systems, Procurement, Resource Management

Global EVP of Finance & Corporate Functions

Digitas North America

Global Commercial Leader for Digitas and select Holding Company pursuits and clients.
Lead pricing, commercial pitching of new business, staff design, negotiations with clients, consultants and procurement for retainers ranging from $1m to $200m annually. 
Created best practices for onshore and offshore endeavors.
Commercialized tools into fast scaling SaaS products.
SME Commercial leader for Holding Company pursuits across the various services of the holding company.
Services and products included, Technology, Marketing and Advertising, Consulting, Media, and SaaS Products.

SVP, Global Commercial Officer

Highly engaged Finance and Operations leader with broad experience. Operated a ~$200m Professional Services fee and SaaS P&L while providing operating committee leadership in support of the P&L President.  Concurrently led Commercial Leadership for larger parent company engagements over $100m+ in fees and key new business initiatives. Expertise in Contracts, Pricing, Cost Management, Change Management, Staffing Utilization and strategically shaping Org Design.
Optimized resource management to deliver on client requirements while balancing P&L results.

Regional (CFO) Head of Finance and Operations

FirmDecisions

Leadership of the company's North America Consulting and Auditing practice, including New Business, Client Engagements, Operations, Financial Oversight, and Product Development, and Integrating with parent company Ebiquity; We serve most of the world's top advertisers.

Over the past year our efforts and the marketplace's needs for our services have enabled 20%+ growth in our N. America market.

President/Managing Director, N. America

Wavemaker

Managed a portfolio of Clients investing ~$1Billion in media annually as well as negotiation of their global contract terms and conditions, fees, and frameworks to expand their media globally. We endeavored to negotiate mutually beneficial terms to expand into new media or technologies. Grew N. America Operation Margins ~30% in an equitable and transparent manner. Had the pleasure of building a great team that is on to even larger roles now. My team also oversaw the company's N. America SaaS based P&L from startup through a maturation process. .

Director Of Finance And Operations

Lockheed Martin - PAE (Pacific Architect & Engineers)

Managed a ~$100MM Global P&L of Construction and engineering Projects and complex banking tools to build airports, consulates, and other structures clients required in challenging global locations. Assisted project and schedule managers in planning, monitoring and evaluating progress for the infrastructure projects while achieving the best EBIT returns in the line of business. 
Established operations in new countries, leading hyperscaling of all local hires, managed banking, audit, and tax relationships and client reporting.
Negotiated with foreign diplomats/officials
Delivered work on time, budget, quality, and within regulations in challenging environments.
Monthly reporting to Fortune 50 Executives on all business operations.
Prepared company for divestiture.

Global Head of Finance and Business Operations, Infrastructure LoB CFO/COO

Lockheed Martin

Negotiated contracts and change orders for the world's largest civil security project as well as other path breaking security projects (software and hardware) that needed to be delivered on time and within budget.
Pitched, negotiated, won and launched first of its kind security construction and engineering project.

Sr. Contracts Negotiator

Results oriented and driven Finance and Operations leader with broad management experience, serving as a trusted business partner to company leaders. Experienced with P&L management for both top and bottom line improvement. Charged with creating innovative commercial business models to modernize company offerings.

Industries: Healthcare, Private Equity, Technology Services, Saas and Product Commercialization, Professional Services (Consulting and Auditing), Marketing Services, Advertising Services, Media Agency Services, Software, Systems Integration, Aerospace and Defense, Construction.

Specialties: 
Finance and Accounting Leadership
PMO/Account/Product Management
Program/Project Management
Earned value management/program finance
Pricing Models (Products and Services)
Certified Lean Six Sigma Greenbelt
Contracts and Negotiations
Organizational Design


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