Experienced in both buy-side and sell-side with notable achievements including:
Successfully acquired 10,000+ clients through acquisitions of professional services firm throughout western United States on behalf of national third party administrator
Spearheaded due diligence efforts for 9 figure transaction of multinational healthcare company involving New Mountain Capital and Alpine Investors
Negotiated and administered multi-million dollar earn-out agreements and its application for acquired businesses
Assessed companies targeted for acquisition and evaluated the quality of their reporting leading to disengagement
Corporate Strategy
Leveraged past experiences in Fortune 500 and publicly traded companies to develop strategy for middle-market businesses with notable achievements including:
Developed international trade strategy for agriculture company expanding its market share in Latin America
Performed contribution margin analysis including overhead allocation to inform ownership of potential risks of eliminating product lines
Diversified product offerings for accounting firm to increase prospects by 50x in two fiscal quarters
Accounting Services
Expert in the accounting function for businesses of all sizes and performances with notable achievements including:
Led multinational company out of bulge bracket bank’s special assets group and improved profitability by 200% within 12 months
Consistently produces accurate and timely financial statements leading to improved decision making
Expert in developing rolling thirteen week cash forecast for use by commercial bank’s special assets group in monitoring performance of company and demonstrating high degree of accuracy in forecast to actual
Adopted and continue to apply “One Day Close” approach from Cisco in month-end closings
FP&A
Talented FP&A professional with notable achievements including:
Institutionalized twelve month rolling forecast with flexible design of key drivers for clients to continually utilize past initial engagement with the firm
Prepared scenario analysis of best, worst, and most likely cases for ownership to determine course of action
Measured and ranked profitability by customer and product line for a global video security company to inform executive team on what clients to target for increased business and sever ties with
Relevant certifications including Certified Treasury Professional and additional FP&A certification from the Association for Financial Professionals
System Implementation
Skilled in system implementation and process optimization with notable achievements including:
Reduced month-end close process from two weeks to three days without changing accounting software
Led implementation of various platforms including NetSuite, Sage 100, Construction Partner, and Quickbooks
Scaled systems for rapid growth and maximized ROI
Automated daily, weekly, and monthly work flows through different platforms to reassign staff to other business needs