Functional Skills

Financial Due Diligence
Financial Planning & Analysis (FP&A)
Investor Relations

Sector Experience

Aerospace & Defense
Energy
Financial Services
Healthcare

Languages

Russian
Big 4 Accounting
Top Consulting Firms

Experience

MGTS Consulting Management Consulting
General Partner
11/2015 - Present
Provide business consulting services that include: business start-up, cash flow management, marketing strategy development, market research, profitability maximization, business planning, financial analysis, marketing, human resources, IT solutions, as well as entrepreneur and corporate education services
C&A, Inc. Corporate Strategy & Development
Consultant - Restructuring/Turn-Around
1/2017 - Present
Work on projects for companies in the small and middle market sectors in the areas of business plan development and feasibility analysis, financial forecasting model development and critique, due diligence reviews, business improvement consulting, crisis management and turnaround consulting, bankruptcy and insolvency consulting and forensic accounting.
Cronkite & Kissell Management Consulting
Consultant - Business Valuation/ Due Diligence
3/2008 - Present
Provide business valuations, intangible asset valuations, financial opinions and litigation support services, including due diligence, financial analysis, market and industry research, model development and report production.
OptumRx (a subsidiary of UnitedHealth Group “UHG”) Corporate Strategy & Development
Sr Director of Pricing
8/2010 - 10/2015
Lead a team of financial analysts in all aspects of development and implementation of company pricing strategy, contract analysis, client profitability forecasting and development of current client profit increase strategies. Participate and present findings at executive team meetings for company-wide operations and growth strategy. Led a cross-functional “think tank” group, which developed and implemented profit maximization strategies -ideas developed added over $100 million recurring profits.
Collectors Universe Management Consulting
Director of FP&A
4/2007 - 3/2008
Managed all aspects of financial planning, reporting and analysis for a $130 Million (market cap) publicly traded company, including strategic planning and forecasting, business units’ performance and projection analysis, pricing strategy development, wrote quarterly and annual SEC filings
OptumRx (a subsidiary of UnitedHealth Group “UHG”) Accounting
Manager of Finance
5/2002 - 3/2007
Managed a team of analysts in annual planning activities, including: annual budget, quarterly forecast, monthly variance and key metrics analyses. Provided support/analysis to the Executive Management Team in strategic planning and business development issues.
Deloitte Management Consulting
Sr Consultant
9/1998 - 4/2002

Performed valuation procedures including due diligence, financial analysis, and market research; managed client relationships and dealt with day-to-day engagement issue resolutions. Assisted with building a start-up emerging assets and special projects group.