A sole-owner consulting firm providing executive financial consulting services.

Key Engagements:

• Financial services company: Supported CFO on NetSuite implementation.
• Private equity-owned car repair company: Conducted financial review of Q4 2022 and provided strategic recommendations.
• Manufacturing company: Advised CEO/PE owner on change, inventory, insurance management, and margin improvement.

$200M private equity-owned, fast-growing multi-entity global manufacturing company.

Key Achievements:

• Raised $120M in capital and strengthened bank, board, and PE relations.
• Partnered with CEO to grow sales by $90M and EBITDA by $27M.
• Implemented new product costing and ERP systems; ensured IFRS compliance.
• Built a high-performing finance team while optimizing working capital and internal controls.
• Oversaw change management, insurance, inventory, supply chain, and foreign exchange.

$170M family-owned, fast-growing, multi-site global manufacturing company.

Key Achievements:

• Grew sales by $80M and EBITDA by $24M in partnership with the CEO.
• Implemented ERP and product costing systems to drive operational efficiency.
• Directed KPI reporting, budgeting, forecasting, and FP&A processes.
• Optimized inventory, ROI, risk management, and process improvements.
• Built and led a high-performing finance team.

$250M private equity-owned multi-site global manufacturing company.

Key Achievements:

• Increased sales by $120M and EBITDA by $36M.
• Led a successful company exit while managing FP&A, IFRS compliance, and cost accounting systems.
• Directed treasury, foreign exchange, insurance, inventory, and supply chain management.
• Strengthened board, PE, and bank relations.

$300M private equity-owned multi-site global manufacturing company.

Key Achievements:

• Partnered with the CEO to grow sales by $150M and EBITDA by $45M.
• Directed M&A due diligence, integration, FP&A, and ERP implementation.
• Optimized working capital, internal controls, and board reporting.
• Oversaw international finance, foreign exchange, and risk management.

$400M private equity-owned multi-site global manufacturing company.

Key Achievements:

• Partnered with CEO to grow sales by $120M and EBITDA by $36M.
• Directed treasury, FP&A, and reporting to board/PE stakeholders.
• Oversaw 13-week cash forecasting, foreign exchange, internal controls, and successful exit.