Pecunio Partnerships
Executive Summary
Growth-focused sales and partnerships leader with 18+ years of international experience across corporate finance, consulting, and professional services. After transitioning from senior finance roles into building and scaling services firms in multiple countries, I now focus on driving revenue growth, strategic partnerships, and client expansion. I bring a unique blend of commercial strategy, financial acumen, and relationship leadership, and I am seeking opportunities to partner with other professional services firms to build new revenue channels, deliver AI-enabled client solutions, develop alliances, and expand market reach.
By combining my background in finance, sales, partnerships, technology, and operations with proven experience in consulting and international services delivery, I help firms strengthen client relationships, diversify service offerings, and accelerate growth in competitive markets.
The Professional Services Growth Challenge
Technology Adoption
Firms struggle to implement AI and automation while maintaining service quality and client relationships
Scaling Operations
Growing beyond founder-led delivery requires systems, processes, and leadership infrastructure
Market Competition
Pressure from tech-enabled competitors and changing client expectations for efficiency and insights
International Expansion
Cross-border growth requires regulatory expertise, local partnerships, and operational complexity
Acquisition Integration
M&A growth strategies often fail due to poor integration, cultural misalignment, and system consolidation
Service Innovation
Moving beyond compliance to advisory services requires new capabilities and delivery models
The Solution: Strategic partnerships and AI solutions that accelerate growth while minimizing execution risk
Professional Experience
Growth & Acquisitions
Proven M&A integration expertise and strategic planning to accelerate inorganic growth
- Led post-merger integration across USA, Europe, Middle East at Arconic
- Supported $20M+ acquisition with financial modeling and due diligence
- Built operational infrastructure for $180M joint venture from scratch
- Delivered $12.5M cost elimination through strategic restructuring
- Cultural integration and change management for 100+ employee transformations
AI & Technology Implementation
Built proprietary AI platform and automated enterprise processes with measurable ROI
- Pecunio AI platform with practice management integrations (XPM, QuickBooks)
- Automated $300M corporate allocations across 40 entities
- 80% reduction in manual reporting through AI agent deployment
- Multi-tenant architecture with real-time API integrations
- White-label AI solutions for firm differentiation and client retention
International Expansion
Cross-border operations expertise with proven ability to establish market presence
- Finance Director APAC at Equifax managing $150M portfolio
- Built and led international teams across Australia, US, Europe, Brazil
- US market entry strategies with regulatory compliance expertise
- Cross-border partnership development and deal structuring
- Offshore delivery models for cost optimization and scalability
Leadership & Culture
Transformational leadership building high-performing teams with strong retention
- Strength-based leadership with open-door policy and regular development meetings
- Led diverse teams across 4+ countries in remote and hybrid environments
- Balanced accountability with autonomy, encouraging innovation and growth
- Change management for enterprise transformations affecting hundreds of employees
- Cultural integration expertise for M&A and rapid scaling scenarios
Business Development
Secured $1.5M+ in enterprise contracts with strategic partnership expertise
- Generated $1M+ revenue increase through B2B partnership development
- C-suite relationship building across technology, healthcare, finance sectors
- Enterprise contract negotiation with public companies and PE-backed firms
- Strategic alliances with technology providers and service partners
- Go-to-market strategies for new service lines and market expansion
Operational Excellence
Delivered measurable efficiency gains and cost optimizations at enterprise scale
- 99%+ forecast accuracy through rebuilt planning and reporting processes
- $2M+ revenue recovery through process optimization and automation
- 40-80% reduction in manual reporting across multiple organizations
- Automated multi-entity reporting and consolidation systems
- Built FP&A infrastructure for organizations from startups to $3.5B enterprises
Proven Results
How I Deliver Growth
M&A Integration Excellence
- Due diligence and financial modeling for acquisition targets
- Post-merger integration leadership with cultural alignment
- Systems consolidation and process harmonization
- Synergy identification and realization tracking
- Performance optimization across combined entities
Technology & AI Integration
- AI platform deployment with practice management integration
- Workflow automation and process optimization
- Client onboarding and service delivery automation
- Data analytics and business intelligence implementation
- Technology roadmap development and execution
Service Line Expansion
- CFO advisory services to complement core offerings
- Offshore delivery capacity for scalable growth
- AI-powered client insights and strategic advisory
- Premium service tiers with higher margin opportunities
- Cross-selling and upselling framework development
International Market Entry
- US and Australian market expansion strategies
- International team building and management
- Cross-border regulatory and compliance expertise
- Global partnership development and alliance management
- Offshore delivery model implementation
Partnership Engagement Models
Direct Partner / Joint Venture
Strategic partnership or joint venture focused on driving growth through partnerships, business development, and operational excellence. Lead growth projects, build finance infrastructure, manage client relationships, and serve as GM-level partner focused on revenue generation and market expansion.
Project-Based Consulting
Targeted consulting engagements for specific initiatives including M&A integration, technology implementation, finance infrastructure development, client engagement optimization, and fractional CFO services. Flexible scope and duration based on project requirements.
AI Technology Platform
Pecunio AI platform deployment for internal firm operations (consolidation, data insights, reporting automation) and direct client services. Includes white-label customization, practice management integration, and ongoing optimization for enhanced service delivery.
Partnering for Impact
Let’s discuss how we can work together to capture market opportunities and drive sustainable growth. I bring immediate value while building long-term strategic capabilities for your firm.