Executive Profile

Forward-thinking CFO with 20+ years of progressive financial leadership experience driving strategic growth initiatives for Fortune 500 companies. Proven expertise in financial transformation, M&A strategy, and operational excellence. Combines analytical rigor with executive presence to optimize capital allocation, enhance shareholder value, and lead digital transformation. Track record of partnering with CEOs and Boards to navigate complex market conditions and deliver sustainable business results. Known for building high-performing teams and cultivating next-generation leadership talent.

Core Competencies

Strategic Financial Planning
Mergers & Acquisitions
Capital Markets
Investor Relations
Financial Transformation
Risk Management
Digital Finance Strategy
Board Communication
Leadership Development
Financial Modeling
CFO Chief Financial Officer Finance Executive Leadership P&L Management Cost Reduction Revenue Growth Financial Strategy Capital Allocation Cash Flow Management Financial Reporting Strategic Planning M&A Due Diligence Post-Merger Integration Investor Relations SEC Reporting GAAP IFRS Financial Controls Financial Analysis Risk Management Financial Technology Treasury Operations Debt Financing Equity Financing IPO Executive Compensation Corporate Governance Financial Leadership

Career Highlights

  • Led financial strategy for $2.8B acquisition, delivering 22% ROI and $120M in synergies within 18 months
  • Orchestrated comprehensive finance transformation initiative, resulting in 30% improved efficiency and $45M in annual cost savings
  • Secured $500M in strategic financing at favorable terms during market volatility, strengthening the balance sheet and supporting global expansion
  • Implemented advanced financial analytics platform, providing real-time insights that improved forecasting accuracy by 40%
  • Restructured underperforming business unit, turning $15M annual loss into $30M profit within 2 years

Professional Experience

Chief Financial Officer
Pinnacle Global Solutions, Inc. 2017 - Present

Lead all financial aspects for $4.2B global technology solutions provider with operations in 28 countries. Direct team of 120+ finance professionals across accounting, FP&A, tax, treasury, and investor relations. Member of Executive Leadership Team reporting to CEO and Board of Directors.

  • Architected financial strategy supporting 35% revenue growth while improving EBITDA margin from 18% to 24%
  • Led successful global ERP implementation across 28 countries, consolidating 14 legacy systems and reducing monthly close cycle from 15 to 5 days
  • Secured $1.2B in financing through combination of corporate bonds and revolving credit facilities at industry-leading terms
  • Drove working capital optimization initiative that released $75M in cash flow through improved DSO and inventory management
  • Developed and implemented comprehensive ESG financial reporting framework, improving company's sustainability rating by 2 tiers
SVP, Finance and Corporate Development
TechAdvance Corporation 2013 - 2017

Directed financial strategy, M&A activities, and investor relations for $2.5B technology firm. Managed 65-person global finance team and $350M investment portfolio.

  • Led financial due diligence and integration for 7 strategic acquisitions totaling $1.2B, achieving 100% of projected synergies
  • Restructured international operations, resulting in $35M annual cost savings and 5% improvement in international profit margins
  • Established sophisticated FP&A function with advanced analytics capabilities, enabling data-driven decision making across the enterprise
  • Redesigned executive compensation structure to align with strategic objectives, receiving 96% shareholder approval
Vice President, Financial Planning & Analysis
Nexus Financial Services 2009 - 2013

Oversaw financial planning, budgeting, forecasting, and performance analysis for global financial services organization with $30B in assets under management.

  • Developed 5-year strategic financial plan that guided company through post-financial crisis recovery, exceeding growth targets by 18%
  • Built predictive modeling capabilities that improved forecast accuracy from ±15% to ±3% variance
  • Led finance workstream for post-merger integration of $500M acquisition, delivering 120% of targeted synergies
Director of Corporate Finance
Atlantic Industries Inc. 2005 - 2009

Directed treasury operations, corporate development, and investor relations for Fortune 500 manufacturing company.

  • Managed $1.5B debt portfolio and negotiated $500M credit facility that reduced borrowing costs by 75 basis points
  • Redesigned investor relations program, increasing analyst coverage by 40% and institutional ownership by 15%
Earlier Career
Various Financial Leadership Roles 1998 - 2005

Progressive finance leadership positions at PricewaterhouseCoopers and Goldman Sachs. Developed expertise in financial analysis, corporate finance, M&A, and capital markets.

Education

Master of Business Administration, Finance
Harvard Business School 2003
Bachelor of Science, Economics
University of Pennsylvania, Wharton School 1998

Awards & Recognition

  • CFO of the Year Boston Business Journal, 2021
  • Financial Executive of the Year Financial Executives International, 2019
  • Top 100 Women in Finance Financial Executives Forum, 2018
  • Distinguished Alumni Award Harvard Business School, 2015

Board & Professional Affiliations

Board Director & Audit Committee Chair NexGen Technologies (NASDAQ: NXTG) 2020 - Present
Board Member Harvard Business School Alumni Association 2018 - Present
Member Financial Executives International 2010 - Present
Board Treasurer Boston Symphony Orchestra 2016 - Present