Functional Skills
Acquisition Target Identification
Budgeting
Business Planning
Commercial Due Diligence
Competitive Landscaping
Cost Reduction
Customer Segmentation
Finance Transformation
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Go-to-market Strategy
Growth Strategy
M&A Transaction Readiness
Operational Due Diligence
Software Skills
Salesforce
Netsuite
Certifications
CPACertified Public Accountant
Sector Experience
Technology
Telecom
Big 4 Accounting
Top Consulting Firms
Experience
Aeris Communications
Corporate Strategy & Development
Vice President | Finance
3/2022 - 1/2024
Core team member responsible for the evaluation and execution of the Ericsson IoT transaction, a transformational acquisition for Aeris. Also tasked with implementing best practice operating principles to improve salesforce effectiveness and to enhance the back-office service delivery model.
Deloitte
Management Consulting
Engagement Manager | M&A Strategy, Diligence, & Value Creation
1/2018 - 3/2022
Managed client service delivery across full range of pre-deal M&A, from industry analysis and commercial diligence through integration and value planning. Served a mix of PE and F500 clients within Consumer and TMT.
Waud Capital
Finance
Analyst | Portfolio Support
1/2015 - 1/2018
Led several initiatives designed to achieve greater financial and operational control over the portfolio in advance of a new $1B fund launch.
KPMG
Management Consulting
Manager | Deal Advisory
9/2008 - 1/2015
Delivered 40+ diligence engagements analyzing target companies ranging in value from $10M to $5B. Evaluated business performance, quality of earnings, and working capital against baseline financial reporting standards. Served a mix of corporate and private equity buyers as an industry generalist.