Functional Skills

Financial Modeling
Acquisition Target Identification
Valuation
Scenario Planning
Private Equity Investing
M&A Support
Investor Relations
Forecasting / Projections
Financial Planning & Analysis (FP&A)
Data Analysis
Corporate Finance

Certifications

CPACertified Public Accountant
CFAChartered Financial Analyst

Sector Experience

Consumer Goods
Healthcare
Life Sciences & Pharma
Retail
Technology
Big 4 Accounting
Top Consulting Firms

Experience

Ernst & Young (EY) Corporate Strategy & Development
Senior Manager - Transaction Advisory Services
9/2008 - 5/2017
• Served as trusted advisor to start-up ventures through Fortune 100 companies on valuation and diligence topics, in addition to data visualization and analytics
• Led project management offices of global cross-functional teams
• Served as Central Region industry (life sciences) practice leader, responsible for innovation as well as managing operations and coaching / mentoring a high-performing team
Deloitte Management Consulting
Senior Manager - Financial Advisory Services
7/2006 - 7/2008
• Developed and presented financial insights and valuations for tax and financial reporting, regulatory compliance, strategic and financial alternatives, and management planning
Duff & Phelps LLP Finance
Vice President - Corporate Value Consulting
6/2000 - 6/2006
• Performed company and market research and financial analysis to value businesses, equity and debt, derivative instruments, and intellectual property
• Built financial models, clarifying synergies and risks as well as financial accounting and tax planning views
• Prepared valuation analysis and expert report in support of a successful $600 million tax refund claim
PricewaterhouseCoopers (PwC) Accounting
Assurance & Business Advisory
5/1999 - 5/2000
• Audited and opined on U.S. GAAP financial statements of SEC companies