Chief Financial Officer
Summit Peak Holdings · Denver, CO
Jan, 2021 · Present
• Lead enterprise finance, treasury, FP&A, and corporate development for a $480M multi-entity investment platform.
• Partner with the CEO and board on capital allocation, risk appetite, and three-year strategy; improved adjusted EBITDA margin by 8 points.
• Directed two acquisitions totaling $165M, building diligence models and integrating reporting, controls, and teams within 100 days.
• Rebuilt rolling forecast and KPI architecture, reducing close-to-insight cycle from 20 days to 7 days.
• Raised $90M in refinancing capital and strengthened liquidity policy, maintaining 18 months of committed runway.
Vice President of Finance
Rocky Mountain Fintech · Denver, CO
Mar, 2017 · Dec, 2020
• Owned $220M operating plan, long-range model, and executive dashboards for a rapidly scaling payments platform.
• Built FP&A team and driver-based planning process that improved forecast accuracy by 25% and accelerated monthly reviews.
• Led pricing, unit economics, and market-expansion analyses that supported 3.2x revenue growth in four years.
• Implemented NetSuite ERP and automated close, shortening month-end close by 10 business days.
• Presented quarterly performance, covenant compliance, and scenario analysis to investors and the board.
Controller
Denver Regional Bank · Denver, CO
Jun, 2011 · Feb, 2017
• Managed controllership, regulatory reporting, and a 24-person accounting organization for a $6B regional bank.
• Strengthened SOX and bank-control framework, eliminating repeat audit findings across two exam cycles.
• Directed core-ledger conversion and data governance program across 42 branches with zero material reporting errors.
• Redesigned allowance, liquidity, and interest-rate reporting to improve ALCO decision speed and transparency.
• Mentored six managers and established a succession bench for critical finance leadership roles.