About Brian
Brian is a finance executive with experience guiding growing companies through periods of complexity, rapid change, and high‑stakes financial decisions.
Over his career, Brian has led FP&A, liquidity management, and board‑level reporting for private‑equity‑backed organizations. His work has often involved helping leadership teams understand their numbers clearly, navigate tight liquidity situations, evaluate strategic options, and communicate confidently with lenders, investors, and boards.
Business owners and executives often reach out when they feel their company has outgrown its financial infrastructure—when the numbers are harder to interpret, decisions carry more risk, or growth is happening fast. Brian’s role is to bring clarity, structure, and calm to those moments so leadership can make confident decisions about the future of the business.
ACADEMIC & PROFESSIONAL CREDENTIALS
MBA from Oxford University
B.Sc. in Accounting from the University of Colorado, Boulder
CPA (Certified Public Accountant)
CMA (Certified Management Accountant)