extensive expertise in financial analysis, financial modeling, forecasting accuracy, and innovative financial reporting
recognized for improving profitability through implementing detailed strategic plans for growth
led the entire M&A process from deal prospecting, valuation, due diligence, closing, & post-merger integration for acquisition targets across multiple industries
SKILLS
& SYSTEMS
Lead the finance, treasury, and accounting functions
Manage banking relationships for both cash management and debt compliance; currently in the process of raising $90M in capital to refinance a portion of existing debt and to provide additional funding for future growth opportunities
Lead the monthly closing process and consolidation of financial statements for 9 subsidiaries
Provide strategic thought leadership to the owners on complex business decisions
Served as FP&A Team Leader as well as the Controller for the 2nd largest division of Quantix
Possessed direct P&L accountability for approximately $300M in annual revenue
Led monthly closing activities which included producing the next month’s and quarter’s revenue and EBITDA forecasts
Worked in conjunction with Sales to create detailed pricing models; these efforts secured over $100M in incremental revenue for FY 2022
Closed over $6B in M&A transactions, influencing positive outcomes by relating complex financial information to internal and external stakeholders
Lead the implementation of new standalone Hyperion, Oracle, Business Objects, and Peoplesoft systems for an equipment rental industry
Built the corporate long-range planning model for a retail company, which is still in use over 12 years later
Generated millions in annual savings through the optimization of supply chain activities
Managed direct reports for 18 years, with teams ranging from 2 to over 40 employees