Chief Financial Officer
Meridian Cloud Systems · Chicago, IL
2021 · Present
• Led FP&A, treasury, accounting, and investor relations for a $185M ARR B2B SaaS platform serving 1,200+ enterprise customers.
• Improved forecast accuracy from 78% to 94% and shortened monthly close from 12 to 7 business days through driver-based planning and NetSuite automation.
• Reallocated $28M of annual operating spend toward higher-retention products, lifting gross margin 9 points and operating margin 6 points in three years.
• Built IPO and M&A readiness program spanning SOX controls, board reporting, diligence data room, and KPI definitions; supported two strategic acquisition processes.
• Partnered with CEO and board on $65M growth financing, covenant strategy, and a 24-month liquidity plan.
VP Finance / Controller
Lakeshore Industrial Group · Chicago, IL
2016 · 2021
• Directed finance, accounting, and plant-level performance management for a $420M multi-site industrial manufacturer with 2,400 employees.
• Introduced rolling 18-month cash forecasts and working-capital reviews that released $19M in cash and reduced inventory days 17%.
• Consolidated five plant P&Ls into a standard KPI pack, enabling 11% improvement in on-time delivery and $6.4M annualized cost savings.
• Led SAP finance implementation, internal-control redesign, and SOX-lite testing across seven legal entities with zero material audit findings.
• Supported acquisition integration and debt refinancing, delivering $32M in purchase-price synergies and a 75-basis-point reduction in borrowing cost.
Senior Manager, Transaction Services
Pinnacle Audit Partners · Chicago, IL
2011 · 2016
• Advised private-equity sponsors and corporate acquirers on buy-side and sell-side diligence for 35 transactions valued at $2.1B across SaaS, manufacturing, and business services.
• Built quality-of-earnings analyses that identified $24M in normalized EBITDA adjustments and improved negotiation outcomes for clients.
• Managed teams of up to eight analysts and coordinated tax, legal, IT, and operational workstreams under compressed diligence timelines.
• Designed working-capital, net-debt, and cash-flow models used in investment committee materials and lender presentations.
• Promoted twice for translating complex accounting findings into clear executive recommendations and repeat-client relationships.