My Journey

• 2006 – present
• 18 years in corporate finance leadership roles—primarily in financial Technology (FinTech) software-as-a-service (SaaS)
• Finance leader roles, including CFO & Treasurer, SVP, VP, and Director
  • Public company & private company (incl. private equity)
  • Built processes, systems, and teams in FP&A, treasury & procurement; designed & implemented public co. ESPP
  • Led systems and process transformations in GL accounting, tax, cash management, investor & lender relations, AP & AR
  • Led sell-side financial due diligence, legal, regulatory, and investor relations for the $1.6B take-private transaction, as well as leading several buy-side financial diligence processes
  • Drove finance, accounting, and facilities cost efficiencies >$5M plus additional working capital improvement >$8M
  • During the CFO's tenure, EV increase of $1.3B (21.6% CAGR), EBITDA growth >85% (13.1% CAGR), EBITDA margin expansion >9%

• 2003 - 2006

• Bank Examiner for Kentucky Department of Financial Institutions

• Internal Auditor for Farmers Capital Bank Corp. (NASDAQ-listed multi-bank holding company)

• Strategic planning & execution; building & transforming finance processes; Developing and coaching highly engaged and effective teams; Delivering accurate forecasting/modeling & actionable analytics/management reporting; M&A; Balanced leadership with integrity, empathy, & accountability

• Master of Science (MSF) in Finance, Indiana University Kelley School of Business

• Master of Business Administration (MBA). University of Kentucky Gatton College of Business & Economics

• Bachelor of Arts (BA) in Finance & Economics, Transylvania University

• Mergers & Acquisitions (Executive Education), University of Chicago Booth School of Business

• Certified Corporate Financial Planning & Analysis Professional (FPAC), Association for Financial Professionals