Treasury capital markets lead. Responsible for $2.0B commercial paper program, $12.5B share repurchase programs, facilitate the analysis and review of potential corporate leases, quarterly and annual closing procedures, developed corporate cash model to forecast liquidity requirements, lead the corporate valuation model analysis, special projects.

CFO Consulting Interim provides independent, objective and confidential advice to clients in corporate finance matters through interim CFO, Controller, or Corporate Development service engagements.

CFO Consulting Interim Assists CEOs, entrepreneurs, owners, and private equity firms in building shareholder value through a proven approach derived from 17 years of corporate advisory services in public accounting and investment banking.

Managed all phases of due diligence with third party advisers, management, and buyers/sellers. Facilitated the execution of M&A and capital markets products and services, inclusive of initial public offerings, follow-on equity offerings, high yield debt issuances, and strategic initiatives as a senior member of the investment banking team. Developed the forecasting and analysis methodology of detailed financial models, presented clients with accounting and financial impact of transactions

Supervised upwards of ten colleagues across numerous product groups. Presented M&A and capital markets analysis to executives of public and private companies. Managed six M&A engagements and four capital raises. Managed engagements inclusive of financial planning and analysis, financial modeling, drafting presentation materials, and developing and maintaining client relationships.

• Worked directly with managing director on two private placements which raised over $30 million in aggregate, addressed investors’ questions, specifically, the company’s performance, financial impact of the equity raise, and strategic plan
• Presented third parties with technical financial analyses during four M&A transactions and multiple marketing efforts
• Managed client interaction including discussion with potential buyers, bid analysis, and due diligence

Lead the financial statement audit of private and public companies in accordance with US GAAP