SMJ Advisory LLC

CFO-level counsel,
selectively engaged.

Finance and accounting leadership for PE-backed businesses, offered on a selective basis to sponsors and management teams.

About

Finance and accounting executive with 15+ years of senior leadership across PE-backed, public, and privately held businesses. Two consecutive CFO tenures spanning a franchise-based restoration services company and an early-stage property management platform, both centered on building financial infrastructure to support acquisition-driven growth and driving scale through technology. Deep background in M&A from diligence through integration, ERP and controls buildouts, FP&A, treasury, and lender and sponsor-facing reporting.

Through SMJ Advisory LLC, I work selectively with PE sponsors and management teams on finance and accounting challenges that benefit from CFO-level experience — infrastructure buildouts, transaction support, interim leadership, and reporting.

Focus Areas

M&A and transaction support
Financial infrastructure and ERP buildouts
FP&A and sponsor-facing reporting
Interim CFO leadership
Internal controls and audit readiness
Post-merger integration

Background

2026 – Present
Principal SMJ Advisory LLC
2024 – 2025
Chief Financial Officer Servpro Saginaw (PE-backed restoration services)
2021 – 2024
Chief Financial Officer | Corporate Controller Cambio Property Management — PE-backed
2018 – 2021
Director, Investor Relations & External Reporting Skyline Champion — NYSE: SKY
2017 – 2018
Corporate Controller Auria Solutions (automotive supplier carve-out, foreign private holding company)
2011 – 2017
Senior Director, Financial Reporting IAC Group (PE-backed automotive supplier)
Earlier
Financial reporting and technical accounting roles at Meritor, Credit Acceptance Corporation, and Sun Communities

Contact

[email protected]
LinkedIn

Engagements are taken selectively and typically sourced through existing relationships. Direct introductions welcome.