CFO & Finance
Transformation

FP&A and acquisition reporting

Built FP&A infrastructure and integrated five acquisitions into organic and pro forma reporting, working with the CFO, executives, Kelso, and ARA.

Directed an external Power BI team to automate weekly utilization reporting, helping leadership manage utilization and labor margin. Supported board reporting, lender diligence, and recurring lender reporting.

Planning and cash visibility across 80 locations

Led key components of the 2025 budget process and transitioned the 80-location budget from Excel to Adaptive Planning. Facility-expansion models and scenario analyses supported approval of five strategic relocations and expansions.

Delivered the Monthly Reporting Package in the fastest cycle in company history. The CAO described the budget process as the best in his ten years at ACES.

Finance buildout and growth funding

Built the finance function, hired a controller, and led budgeting, reporting, cost management, and margin analysis through 823% revenue growth over two years. A 13-week cash forecast anticipated receivables funding needs and seasonal liquidity troughs.

Negotiated an $8M invoice financing facility to bridge tutor payroll and school-district collections, reducing projected interest expense by approximately $2M and limiting equity dilution.

Pricing, capacity, and recurring revenue

Established KPIs, forecasting, and budgeting; guided growth initiatives around provider capacity and demand. Recommended a subscription model for the practice’s weight-loss medication program.

Board reporting and integration tracking

Led global board reporting following the Thoma Bravo acquisition, covering KPIs, consolidated performance, and integration progress. Built cross-functional synergy tracking with departmental cost and savings targets to monitor progress against pro forma EBITDA improvement goals.

A three-year model connected quota budgets, bookings forecasts, and pro forma metrics.

Acquisition sourcing and underwriting

Evaluated 135+ opportunities and sourced and led the acquisition of a precision timing products manufacturer, underwriting customer-concentration risk and helping shape its international expansion strategy.

The investment achieved 3.8× MOIC at its 2023 exit, several years after the role ended.