Executive summary
Chief Financial Officer with 35+ years of leadership across global professional services and law firm environments. Trusted partner to CEOs, boards and senior partners in partnership-owned organizations, with deep expertise in partner economics, treasury, taxation, governance, capital strategy and enterprise risk. Builds high-performing finance organizations, leads cross-border integration, modernizes compensation and retirement structures, and stewards long-term enterprise value. Credible with managing partners, investors, bankers and advisors in complex, reputation-driven institutions.
Core capabilities: Enterprise financial strategy and stewardship · Partnership economics and governance · Treasury, capital and liquidity management · M&A, integrations and strategic transactions · Executive leadership and talent development · Global and offshore operating models · Risk management and controls · Board and senior partner advisory
Professional experience
RSM US LLP
Chief Financial Officer
Sep 2023 to Present
Professional services firm · $4B+ revenue · Member of the executive leadership team
- Leads the enterprise finance function across the U.S., Canada, El Salvador and India, with hundreds of finance professionals including offshore teams.
- Owns planning and budgeting, treasury and banking relationships, partner remuneration, entity taxes and procurement, with a focus on enterprise cost management and profit maximization.
- Designed and implemented a scaled offshore finance operating model to lower cost and strengthen controls.
- Stewards partner compensation and retirement frameworks with an emphasis on transparency, governance and long-term sustainability.
- Finance leader on the integration of RSM US with RSM UK and Ireland in a transatlantic partnership, effective January 1, 2026.
- Led enterprise-wide transformation of treasury and travel functions, including operating model redesign, competitive RFPs and appointment of new strategic providers.
- Advises the CEO and senior leadership on enterprise strategy, capital stewardship, risk management and financial policy, including private equity dynamics in professional services.
- Deployed project-level margin management and Adaptive Insights to improve forecasting, margin performance and decision quality.
Group Chief Financial Officer, Global Tax and Law Service Line
2020 to 2023
$12B business · 75,000+ professionals · Secaucus, NJ
- CFO for EY's Global Tax and Law service line, responsible for enterprise finance, governance and performance management.
- Key finance executive to the Global Tax Vice Chair and Deputy; member of the Global Tax Executive Committee and Tax's representative on the Global Finance Executive Committee.
- Partnered with senior leadership and boards on growth, transformation and margin improvement initiatives.
- Led global budgeting, forecasting and financial reporting across regions and geographies.
- Sponsored ERP and analytics transformations that enabled standardized reporting and advanced insight.
- Built and led a high-performing global finance organization with a strong focus on talent development.
Director of Operations, Americas Tax
2015 to 2020
- Led strategic finance initiatives across the Americas Tax practice, including workforce planning and offshore operations.
- Played a central role in SAP deployment and executive enablement.
- Drove margin improvement through offshore and workforce optimization, and led pricing initiatives.
- Led financial diligence and post-acquisition performance tracking.
Earlier leadership roles
1993 to 2015
- Director of Finance, Global Finance (2013 to 2015), part of the Vision 2020 transformation.
- Director of Finance, Tax Practice (1999 to 2013), financial leader to the CEOs of four sub-service lines representing $1.5B+ in revenue; also CFO of Donahue & Partners, a law firm allied with EY Tax.
- Finance and accounting leadership roles in New York (1993 to 1999), supervising a team of 12.
- Built the entire accounting and finance function for Arthur Andersen in India from scratch.
- Relocated to the United States in 1991 as Accounting Manager in the New York office.
Hindustan Lever
Industrial Trainee
1984 to 1985
