Chief Financial Officer
Northwind Commerce Group · Chicago, IL
2021 · Present
• Led finance strategy through 3.2x ARR growth while improving gross margin by 9 points through pricing, mix, and cost discipline.
• Built a board-ready operating cadence with monthly reporting, KPI dashboards, scenario plans, and quarterly investor materials.
• Directed M&A diligence, quality-of-earnings analysis, integration modeling, and capital structure recommendations for two acquisitions.
• Extended cash runway by 14 months through working-capital controls, vendor renegotiation, and disciplined hiring plans.
• Partnered with CEO and board on long-range planning, risk management, and enterprise scaling.
VP Finance / Corporate Controller
Lakeshore Retail Partners · Chicago, IL
2016 · 2021
• Owned annual budgeting, rolling forecasts, and performance reviews across a $280M retail portfolio.
• Strengthened SOX controls and close governance, reducing audit adjustments by 35% and accelerating month-end close by four days.
• Led NetSuite ERP redesign and reporting automation, giving executives weekly visibility into margin, inventory, and working capital.
• Built scenario models supporting store expansion, vendor negotiations, and liquidity planning.
Senior Manager, FP&A
Midwest Capital Advisors · Chicago, IL
2012 · 2016
• Built integrated three-statement models and long-range plans for portfolio companies and growth-stage clients.
• Delivered monthly variance analysis, KPI reporting, and executive recommendations across revenue, margin, and cash performance.
• Supported fundraising and lender presentations with diligence schedules, valuation scenarios, and investor materials.
• Automated planning templates and improved forecast cycle time by 30% while coaching two analysts.