Served as company-side advisor through a restructuring process, leading liquidity management, cash flow forecasting, and covenant reporting. Established a centralized cash management office to strengthen enterprise-wide liquidity controls and enhance reporting. Developed alternative transaction analyses to facilitate stakeholder negotiations.

Led the development of a comprehensive turnaround plan and dynamic three-statement model, outlining cost reduction and revenue expansion scenarios for the sponsor. Designed operational improvement and store expansion strategies that provided a path forward for a turnaround.

Advised the Board in raising $25M of new capital. Developed a comprehensive weekly liquidity forecasting model to support the capital raise and institutionalized structured cash forecasting and reporting by upskilling the finance organization.

Served as Interim FP&A Lead, designing and building a five-year business plan that aligned financial forecasts with organic and acquisition growth strategies to secure Board approval of a new long-term growth plan. Established forecasting discipline and enhanced reporting infrastructure to improve management’s visibility into liquidity and key performance indicators.

Led liquidity stabilization for multiple PE-backed retailers at the onset of the pandemic, rapidly deploying dynamic 13-week cash flow models to assess covenant risk and liquidity runway. Partnered directly with executive teams to implement cost reductions, vendor renegotiations, and working capital initiatives that preserved liquidity and maintained operations amid severe revenue disruption.

Led contingency planning and operational readiness for an in-court restructuring of a global wind turbine blade manufacturer. Owned the vendor triage strategy and directed supply chain negotiations to preserve operational continuity. Developed asset sale waterfall recovery analysis to support stakeholder negotiations.

Led enterprise-wide contingency planning and operational readiness for the second-largest U.S. residential solar and energy storage company. Developed a comprehensive workforce optimization assessment that became a central focus for sponsors and lenders evaluating strategic alternatives.