Be uniquely you.

Develop business and strategic partnerships worth millions of dollars across multiple specialties, industries, and geographies.

Deliver corporate restructurings and turnarounds, resulting in nearly $1B of value creation and cost synergies over the last 5 years.

Craft innovative and compelling “go-to-market” strategies that are results driven, action oriented, and realizable.

Leverage expertise to power strategic growth in multinational companies with annual revenues up to $3B.

Support corporate finance functions of large companies to maximize profitability, drive data insights, and increase throughput by +35%.

Create web-based, strategy management software to help organizations clarify their direction, lead high performing teams, measure key results, and build enduring value.

Collaborate with software development team in Paris, Australia, and United States to pinpoint customer pain points and deliver SaaS solutions via a user-friendly UX.

Provide mentorship and support to business development and sales teams to scale company rapidly and increase user engagement.

Engaged in raising $100M+ of equity capital for a financial technology business with strategic partners, family offices, and large financial institutions while growing the company’s post money valuation from $447M to $842M in 6 months.

Acquired 6 companies in 5 months to build one of the largest first-party data platforms in investing and to expand multiples from 2X to 15X by transforming financial media properties into a data insights business backed by technology and artificial intelligence.

Helped lead the reorganization of a financial media rollup, put in place a matrix structure, enabled a $2.3M revenue expansion strategy, and reduced inefficiencies in workflows to maximize throughput and realize cost synergies of $5.6M.

Built an exceptional FinOps team by connecting with individuals on a personal level, supporting their talents, leading with OKRs, and helping them to believe in their talents.

Put in place technology and tools from the ground up for financial planning and analysis, reporting, and impactful decision making.

Provided ongoing mentorship and leadership to a $1B organization across 4 companies, including an early-stage venture, and 8 departments to ensure strategic initiatives and business activities were maximizing the financial value of the company.

Oversaw the overall fiscal functions and activities of EMJ and subsidiary companies including: compliance and financial reporting, modeling/forecasting and analysis, financial performance management, advanced analytics, audits, and other finance operations.

Lead the growth and innovation of a billion-dollar portfolio of 2,000MW+ renewable and infrastructure projects throughout North America.

Delivered strategic financial input and leadership on decision-making issues affecting the organization; i.e., evaluation of existing subsidiaries, potential alliances and/or mergers and investments, including the acquisition of a $180M utility-scale solar project in Australia.

Helped turn around a struggling energy business unit and positioned it for sale to private equity, realizing $60M+ of value creation in 15 months.

Provided assurance on financial statements for public and closely held companies with revenues exceeding $10B.

Performed key roles in a $1.3B public debt offering and $130M IPO filing.

Analyzed and tested complex financial instruments including $11B of interest rate and cross currency swaps.

Worked closely with senior leadership to unlock data insights and build robust models in the technology and financial services sectors.

Founded company in 1995, prioritized a pipeline of B2B projects resulting in a 4-year revenue CAGR > 35%.

Grew average project size from $10K to $340K+ through strategic partnerships with builders, architects, and general contractors within 17 months while putting in place lean construction principles to reduce labor costs by 21% and increase throughput by 38%.

Managed cross-business unit collaboration, internal functional BUs and P/L units, for strategic projects and for financial reporting on the company’s investment portfolio.

Received 8 Excellence in Landscape Awards for outstanding design and construction.

MBA, Rigorous academic study with cultural experience in Asia, South America, India, and Europe

Graduated December 2016

Executive Education: Strategic Financial Leadership

Completed May 2015

M.S. Accountancy, Honors

Graduated August 2011

B.S. Accounting & Finance, Cum Laude

Graduated May 2010

University of Colorado - San Jose, Costa Rica

Summer 2009

Successfully passed all four exams on first attempt

AICPA - Licensed August 2011