Founder and Principal, PROVERI

I help leaders navigate complexity, seize opportunity, and deliver measurable results. For over two decades, I’ve partnered with public companies, private equity-backed enterprises, and entrepreneurial ventures — guiding them through transformations, integrations, SaaS/ARR transitions, capital strategies, and financial restructuring while embedding cross-functional alignment and operational discipline.​​​

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Current & Recent Engagements

Through PROVERI, I have served as a senior finance leader and strategic advisor to multiple organizations, including:

• Publicly traded industrial technology company – Leading finance operations during a holding-company restructuring and multi-affiliate integration, building financial frameworks to support capital raising, investor engagement, and M&A positioning.

• Global manufacturing subsidiary – Directed finance transformation efforts, aligning budgeting, forecasting, and reporting with corporate growth targets.

• International shipping & logistics group – Served as finance lead for the acquisition and integration of a U.S.-based target, streamlining post-merger reporting and compliance.

• Family-owned property management enterprise – As COO, implemented operational and financial controls to improve profitability and scale management efficiency.​

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Selected Achievements

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• Guided financial integration and capital strategy for a public company restructuring into a holding-company model.

• Led finance transformation for a global manufacturing division, improving financial transparency and operational decision-making.

• Directed post-merger integration for a U.S. acquisition by an international shipping group, aligning systems, controls, and performance tracking.

• Acting CFO for a SaaS start-up with U.S., LATAM, and EU operations; improved valuation by 50% and raised $4M in equity financing.

• Delivered ~98% forecast accuracy across multiple BUs in a Fortune 500 fintech, building ASC 606 compliance frameworks.

• Increased LATAM services gross margins by 12% and scaled revenue from $150M to $400M in a Fortune 500 technology company.

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Industry Exposure
 

SaaS/Cloud, FinTech, Industrial Technology/Photonics, Manufacturing, Logistics & Supply Chain, Telecom/Wireless, Networking Infrastructure, Professional Services — with operational leadership experience across U.S., Latin America, and Europe.​

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Service & Discipline
 

U.S. Army Veteran — Nuclear Weapons Specialist (Operation Silent Echo)
Military service instilled discipline, precision, and mission focus — qualities I bring to every leadership engagement.​

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Education & Credentials

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• MBA – Babson College (Entrepreneurship & Finance)

• BS, Accounting – University of Alabama Huntsville

• Lucent Technologies Financial Leadership Development Program

• Startup Quest Entrepreneurship Program, University of Florida​

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Operating Philosophy

I am a king maker—the trusted right hand who equips leaders to win.  My role is to connect strategy with execution, build the financial architecture, and drive cross-functional accountability so CEOs, CFOs, and founders can lead with confidence.

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