Financial leadership of 35+ initiatives with dotted line reporting into Head of Marketing.
• New Product Development: Developed operating model and B2B sales criteria for 8 new retail concepts with projected annual revenue of $350M+ in 3 years. Led 10+ cross-functional areas per concept to deliver validated financial frameworks

Mergers & Acquisitions, Business Development, and Financial Planning
• Strategic Transactions: Sized, performed due diligence, and crafted negotiation strategies for 33 Strategic Partnership and Mergers & Acquisitions opportunities exceeding $14B in total value (6 executed transactions)
• Financial Planning: Develop detailed 3-year baseline and aspirational financial plan for $3.5B revenue business

• Corporate Debt: Developed dynamic $18B+ long-term debt and derivatives model to support cash flow planning
• Cash Investing: Constructed $500M+ excess cash investment portfolio with projected $3M interest income pick up

Boutique providing transaction advisory and business valuation services
• Valuation: Consulted 16 privately-held companies on strategic transaction options and business valuation by building DCF, precedent transactions and public comparable models
• Client Reports: Composed and managed the execution of client reports detailing background, market, valuation methods and conclusions

Member of CFO team for publicly traded $1.5B annual revenue company
• Mergers & Acquisitions: Performed target due diligence and created financial/valuation models
• Financial Planning: Developed ad hoc EPS and capital structure analyses. Managed consolidated operating model
• Peer Benchmarking: Established quarterly report of income statement, balance sheet, cash flow, and valuation metrics
• Presentation: Prepared presentations and analysis for board meetings and quarterly earnings call

Financial and operations management for international development projects
• Financial Planning: Created new revenue forecasting model. Managed and audited contract financials
• Relationship Management: Negotiated subcontractor financial terms and managed agreed budget