Functional Skills
Business Planning
M&A Support
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Modeling
M&A Transaction Readiness
Data Strategy
Business Analytics
Sector Experience
Healthcare
Life Sciences & Pharma
Languages
English
Experience
Pentec Health
Other
Director of FP&A
4/2010 - 7/2016
Joined Pentec under a newly created FP&A role rapidly transforming how the company utilizes data to create metrics and procedures promoting the underlying levers of growth. In addition to managing the annual budgeting process, worked to identify areas for improved efficiency, revenue generation, and cost savings.
Harris Williams & Co.
Finance
Associate, Healthcare
4/2008 - 4/2010
Closed three sell-side transactions ranging from $25 million to $300 million in enterprise value.
LLR Partners
Finance
Senior Analyst
8/2007 - 3/2008
Analyst role at a $620 million, middle-market private equity firm focused on healthcare and business services companies.
Harris Williams
Finance
Analyst
7/2004 - 7/2007
Closed seven sell-side transactions ranging from $30 million to $300 million in enterprise value. Industries represented include healthcare, retail, building products, and business services.