At SIZE
At SIZE, Roger applies decades of financial and operational insight to help portfolio companies navigate complex transitions — from high-growth scaling to restructuring — ensuring decisions are grounded in data, discipline, and strategic alignment.
Bio
Roger has more than 40 years of experience in financial operations. During those years, and prior to joining SIZE in January 2023, he worked at FTI Consulting and its predecessor companies PWC and Price Waterhouse. His core competency is an ability to understand the critical factors that drive a company’s success and differentiate it from competitors; as well as to identify its weaknesses and areas for improvement. Roger is typically called upon when companies are experiencing (or anticipating) any or many of: Fast growth, revenue decline, acquisitions, financings or during other periods of challenging transition.
He has specialty experience working for companies with recurring revenue business models, communications & digital media, various services and assembly.
With experience gained in 100’s of engagements throughout North & South America, the Caribbean and Spain, Roger has a demonstrable track record of communicating well with executives and managers to understand the facts driving performance and/or impeding it. He is skilled at working with all constituents at interest in sensitive situations to facilitate consensus. Roger has held investment banking Series 7, 63 & 79 licenses (currently inactive). He earned an MBA from the Wharton School of the University of Pennsylvania and a Bachelors (cum laude) from UCLA. He is married and has two adult children and lives in Marina del Rey, CA. He is bi-lingual in Spanish and English.