Functional Skills

Project Management
Post-Merger Integration
M&A Support
Financial Due Diligence
Valuation

Sector Experience

Telecom
Technology
Consumer Goods
Transportation & Logistics
Industrials
1
hour

Avg Response Time

3
jobs

Jobs Completed

96
hours

Total Hours Logged

16
years

Years of Experience

Experience

 
Lechner Consulting Management Consulting
Chief Financial Officer / Consultant
06/2018 - Present
Fractional CFO and CEO advisory work for early stage companies, helping them establish first time GAAP policies / procedures, create / clean up accounting records, manage investors and navigate liquidity / fundraising challenges.

Independent Consultant to Large Corporates, Private Equity Firms & Hedge Funds - primarily buyside M&A work and diligence in telecom, technology and data center sectors.
Salt Lending Start-Up
Chief Financial Officer
07/2017 - 06/2018
Oversaw scaling and infrastructure buildout for financial technology marketplace enabling asset backed lending for blockchain / distributed ledger technology assets such as cryptocurrencies. Drove business planning, investment and fundraising projects. Responsible for accounting regulation compliance, audit work, financial reports, HR/payroll/benefits, asset management, treasury, insurance, partnerships, and capital markets activities.
Lechner Consulting Corporate Strategy & Development
Chief Financial Officer / Consultant
11/2015 - 06/2017
Independent Consultant to Large Corporates, Private Equity Firms & Hedge Funds - primarily buyside M&A work and diligence in telecom, technology and data center sectors.

CFO advisory work for early stage technology companies (~20 of them)
Zayo Group Corporate Strategy & Development
Vice President - Corporate Development
08/2014 - 09/2015
Oversaw M&A and integration planning, as well as capital markets transactions. Responsible for supporting reporting and accounting/audits, investor relations, board meetings and special projects from executives. Managed up to 4 direct/indirect reports + external professionals.
Canaccord Genuity Finance
Vice President - Investment Banking
09/2012 - 06/2014
Oversaw debt financing and transaction execution. Responsible for business development across metals & mining, technology, sustainability and health care. Hired & trained junior staff and managed up to 6 direct/indirect reports
Jefferies Finance
Associate - Industrials Group
06/2010 - 08/2012
• M&A, valuation, financial modeling, credit analysis, due diligence, strategy development, project management & reporting, financing, marketing, research, relationship development.
• Completed transactions in automotive, transportation, distribution, building products and chemicals end markets.
Rothschild Finance
Associate - Restructuring & Debt Advisory
08/2008 - 05/2010
• Financial Analysis, distressed M&A, bankruptcies, restructuring, credit agreements & amendments, financial reporting, valuation, accounting, business development, research, financing.
• Completed transactions in industrial and retail end markets.