Selected work

Engagements

Six representative situations, anonymized to protect client confidentiality. Each ran under a written engagement letter with independence and conflicts cleared upfront.

Representative engagements

Anonymized cases. Real signatures.

Details modified where necessary to protect client confidentiality.

Distressed Finance Turnaround

Multi-entity restaurant operator · $23M · 14+ legal entities

Situation: Controller terminated; finance function broken across nine locations.
Action: Forensic audit produced 81 documented issues. Re-mapped 800+ uncontrolled accounts; remediated $5.9M user-access exposure; fixed POS-to-ERP routing at source.
Result: $9.05M exposure tracked and remediated; 40% closed within 30 days; audit-ready close and lender reporting restored within two cycles.

Co-Founder & Sole CFO · 10-year Arc

AI / SaaS technology platform · Patented agent technology

Situation: Blank-page accounting on a thesis of eventual IPO or sale.
Action: Sole CFO across the funding lifecycle. ASC 606 multi-element revenue, 409A valuations, cap-table waterfalls, full B2B payments stack, recurring external audit.
Result: Multi-round capital raised; major-platform distribution deals closed; audit-ready close discipline sustained through the entire arc.

Public-Company Carve-Out

$2B+ media & entertainment subsidiary

Situation: Theme-park division through a parent-to-parent ownership change with public-debt SEC reporting and new SOX 404 requirements.
Action: Led a 119-person finance org. Carve-out financial statements, standalone-entity reporting buildout, pre-sale and pre-IPO readiness, SOX 404 contribution.
Result: Headcount reduced 10%; annual operating cash flow improved ~$1.6M. Carve-out reporting delivered on cycle.

Cross-Border Hospitality + Real Estate

Chinese-parent holdco · Greater China launch

Situation: JV of Fotile (a Chinese enterprise valued at $2.8B USD with $2.5B USD-equivalent in annual revenue) and a government-backed investment group out of Hangzhou, Zhejiang, launching a major hotel franchise in Greater China alongside a $655M Yangtze River integrated resort. No internal finance function.
Action: Built captive Finance / Accounting / IT / Operations from the ground up. Authored the franchisor's finance and accounting SOPs.
Result: IFRS multi-entity consolidations live across CNY/USD/HKD with transfer pricing and multi-jurisdiction statutory audit support.

M&A Valuation · 5 Transactions

NASDAQ-100 semiconductor manufacturer

Situation: $3B public manufacturer executing a multi-year M&A program (deal range $50M–$1.4B).
Action: In-house valuations lead across all five transactions. DCF, accretion/dilution, ASC 805 PPA; contributor on QoE, S-4, and books/systems integration.
Result: $2.4B aggregate deal value executed. Recurring ASC 350 intangible testing on a $3–5B base defended to KPMG and EY annually.

QSR Portfolio Controller

$75M · 75-location national quick-service group

Situation: Multi-unit operator with active SunTrust lender covenants reporting directly to the CEO/Owner.
Action: Owned full close, GAAP financial reporting, FP&A, treasury, banking, debt-covenant compliance, and external audit coordination across the portfolio.
Result: Five recurring management reports stood up (unit P&L, multi-unit consolidation, cash, payroll, operating metrics) — clean lender posture maintained.

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