analyzing bank to book reconciliations; managing revenue and expenses against budget and planning for downside scenarios; managing work of staff to policies and procedures; creating new efficiencies leveraging technology to replace manual paper processes;

Debt capital provider to companies with revenues $100mln to $4bln in the food and agricultural (consumer manufacturing, packaged foods, commercial growers). Focused on working capital solutions around revolvers, term loans, securitization, lease, acquisition financing. Financial modeling (balance sheet, income statement, cash flow statement) creation, downside scenarios, analysis of financial actions to enhance cash flow and analysis of risks to cash flow to evaluate debt usage.

Experienced in solving client’s problems critically by structuring analyses, applying analytical frameworks, conceptualizing strategy development and delivering actionable recommendations. Led project work streams domestically, and managed a team of 5 offshore support consultants. Recommendations of example project were delivered to the CIO’s organization, serving as the stakeholders, with ultimate delivery to the CFO’s organization to align business strategy to capital allocation plans. 


Financial solution provider across the debt and equity capital markets and traditional banking products. Experienced in business development, working directly with the Treasurer and CFO functions of clients. Underwrote debt commitments for acquisition (largest transaction was a $1.2bln commitment to a $9bln leveraged buyout in the consumer retail sector). Experience with financial analysis, capital structure, management presentations.

Underwrote debt commitments for working capital general corporate purposes as well as acquisition financing. Experience with investment grade and non-investment grade transactions. Focused on clients across the paper&packaging, transportation, media&telecom, and consumer food and retail. Experience with three statement financial modeling, industry research.