I lead finance at Collectly, a B2B healthtech company helping medical groups collect patient payments more effectively. Previously, I was VP Finance at Kabbage, a financial services company serving over 200,000 small businesses, where I helped scale the finance function and led the sale to American Express in 2020. Earlier in my career, I spent a decade as an investment banker at Morgan Stanley and an investor at Lazard, focused on B2B companies. Across these roles, I’ve seen what it takes to build deliberate, efficient operations that support scale, M&A, and IPO readiness. Today, I’m focused on helping B2B companies grow from $10M to $100M with stronger financial operations — implementing systems, driving visibility, building teams, and turning finance into a driver of better, faster decisions. I write about what I’ve learned, what I’m still figuring out, and how modern finance teams can do more with less. Always open to learning, collaborating, and connecting.