Ryan is a strategic, roll up your sleeves CFO with 20+ years of experience helping founders, private organizations, and private equity-backed businesses build scalable finance departments, strengthen cash flow, and accelerate value creation. He partners closely with owners and leadership teams to clarify goals, implement the right systems and KPIs, and translate financial insight into profitable action—with a focus on reliable cash flow, clarity, and long term enterprise value. In 2025, he was nominated for the Orange County Business Journal CFO of the Year... SEE MORE
Ryan brings deep experience leading complex, international, multi entity organizations through high growth and transformational change. He has served as CFO across manufacturing, distribution, and logistics; international sourcing and import/export; SaaS/health tech; consumer/omnichannel retail; and medical devices—supporting companies from startups to $700MM+ in annual revenue.
His background includes capital structuring, FP&A, M&A (buy and sell side), lender and investor relations, and building modern BI/analytics capabilities that align operating decisions with financial outcomes.
Notable results:
- Raising capital & capital structure: Expanded liquidity and lowered borrowing costs by structuring multiple asset based facilities ($10MM-$200MM), including syndicated ABLs; executed an interest rate hedge that delivered meaningful annual savings; completed private placements, equipment financing, and private equity raises.
- Cash management & liquidity: Built 13 week cash flow discipline and working capital playbooks (AR/AP terms, inventory, vendor negotiations), improving cash conversion and reducing reliance on external financing.
- FP&A & visibility: Built driver based forecasting and operating models tied to revenue, margin, and capacity; delivered executive dashboards (Power BI/Domo) that improved decision speed and forecast accuracy.
- Profitability & unit economics: Instituted pricing and cost disciplines and deployed SKU level analytics that eliminated negative margin sales, improved inventory turns, and expanded gross margin; drove operating expense efficiency and optimized vendor/insurance programs (including captive evaluations when warranted).
- Financial integrity of the books: Implemented ERP/accounting systems and standardized controls (multi entity consolidation, shared services), shortening close cycles and delivering audit ready financials; built and led high performing finance teams including international staff accountants.
- Value growth & transactions: Led capital strategy for acquisitions and facility expansion, raised senior debt/equity, executed a divestiture, and supported a platform sale in PE backed environments.
Clients value his steady leadership, clear communication, and bias for action—especially during inflection points.
Ryan holds an MBA in Finance from Pepperdine University (graduated top 1% of class) and dual bachelor’s degrees in Economics and Biochemistry/Chemistry from UC San Diego.
He serves clients across Southern California and nationwide, bringing the calm of a seasoned operator and the curiosity of a builder to every engagement.
