Top Consulting Firms

Experience

Collective, Inc. Start-Up
CFO
6/2016 - 1/2017
• Supervised 10 person accounting/treasury/FP&A team. Led monthly financial close, billing, payables, collections, tax issues and forecasting. Increased business intelligence with enhanced reporting and general ledger restructuring; managed cap table/ board liaison.
• Bottoms-Up Planning: Instituted rolling 13 week direct cash flow forecasts; managed build-up /delivery of 3 statement annual budget for SaaS, Media and India divisions; supervised weekly sale

Stifel Finance
Managing Director-Distressed/Special Situation Trading Desk Analyst
2/2015 - 5/2016
• Complex Financial Analysis and Presentation: Recommend stressed credit investments to clients/ sales/traders, based on thorough due diligence including industry analysis, management/competitor conversations, cash forecast/capital structure models, valuations and credit agreement analysis. Industries included lending, energy, education.

Aristeia Capital Finance
Sr. Analyst
10/2012 - 7/2014
• Complex Investment Due Diligence: As a principal investor for global distressed and special situations, conducted industry analysis, management/competitor conversations, cash forecast/capital structure models, valuations, recovery analysis and legal agreement analysis.

UBS Securities Finance
Executive Director/Sr. Analyst-Distressed Desk
9/2009 - 5/2012
• Created valuation, cash flow and recovery presentations and recommended investments to traders for proprietary positions/profits and to funds to increased trading desk sales.
• Bottoms-up cash flow modeling/valuation for recovery scenarios, assessment of restructuring alternatives, indenture/credit agreement analysis, comparable valuations.

Resolution Partners Finance
Distressed Credit Analyst
6/2007 - 3/2009
• Complex Investment Due Diligence: As a principal investor for distressed special situations, conducted industry analysis, management/competitor conversations, cash forecast/capital structure models, valuations and legal agreement analysis. Industry coverage included Media, Transportation.

Alvarez & Marsal Management Consulting
Sr. Associate/Interim VP Finance
4/2003 - 9/2006
• Provided Financial Restructuring, Turnaround Management and Corporate Finance advisory services to highly levered/distressed companies, creditors, hedge funds and private equity firms.
• Turnaround Financial Manager: Served as VP Finance in 2 longer term turnaround assignments. Conducted business unit financial review/due diligence; led budgeting and cash forecasting process; implemented 13 week and daily cash flow; oversight/improvement of receivables/payables/inventories; liaison with cre

24/7 Media Corporate Strategy & Development
VP Wireless/Director Strategic Planning
8/1998 - 2/2001
• Mobile Advertising Pioneer and Deal Closer: Created wireless advertising sales group, overseeing sales, business development, and operations. Developed business plan for launch of new division. Closed technology and services agreements.
• Growth accelerator: Responsible for strategic growth of interactive media company through mergers & acquisitions, venture investments, partnerships and organic business plan development.