Case Studies

Chief Financial Officer

First financial leader with expertise in managing institutional capital.

Driving targets successfully under the Letter of Intent process.

Leading replacements with high confidentiality and strategic planning.

Guiding businesses to successful exits with expertise.

Managing financial funds and investments efficiently.

Replaced outgoing CFO for a $600M+ public e-commerce company to drive financial transformation and investor confidence.

Strategic financial leader responsible for accounting operations and financial reporting compliance.

Core financial controller overseeing accounting processes and financial control systems.

Specialized controller managing investment fund accounting and reporting operations.

Strategic finance leader specializing in financial planning, analysis, and business partnerships.

Data-driven analyst focused on financial modeling, forecasting, and performance analysis.

Confidential VP of Tax placement for a publicly traded luxury hotel chain navigating complex international structures and REIT tax strategy.