Served as finance subject matter expert to evaluate and support the construction of a new middle school and to analyze and communicate the impact of a $54M bond offering
• Advised the organization and presented findings to the Board of Education and local taxpayers on the impact of the bond offering; responsible for authoring articles within local newspapers and mailers to educate the community preceding the November 2016 vote
• Acknowledged as a leading contributor to the passed vote

• Solely owned and developed financial model and analysis for customer-first transformation for multi-billion dollar energy corporation
• Assessed financial feasibility and impact of transformation across a multitude of defined key strategies
• Created business case to support analysis and presented to senior management for approval of investments

• Managed multi-million dollar Excellence Fund providing investment recommendations, and analyzing and understanding financial impact of education reform policy
• Developed first comprehensive annual operating budget, forecast, and management processes
• Solely responsible for ad hoc and formal financial presentations to Board, Exec Committee, and Finance Committees of the Board

• Directed three-statement global monthly forecasting and monthly close processes
• Led development of the annual Budget across five domestic and international business units
• Developed financial fact book analyses to formally prepare CEO and CFO for quarterly earnings calls with storyline of major performance drivers to address during the prepared remarks and Q&A portion of the call

• Reporting directly to CFO, led, managed and successfully executed the creation of the five year Strategic Budget yielding three-statement enterprise valuations
• Led and implemented a financial and strategic budget planning design process across entire global enterprise yielding a standardized and time-saving approach
• Led internal third party valuation used for benchmarking against business unit financials
• Developed confidential financial valuation analyses for various M&A opportunities

• Developed and led annual budget and monthly forecast processes including analyses and presentations
• Developed and implemented a standardized new venture commercialization process including evaluation approach, decision criteria, and metric hurdles for VC-backed businesses

• Led and managed cross-functional teams to execute four product innovation business plans generating $160MM of annual revenue for Tropicana; presented strategic recommendations and gained investment approval and alignment from Tropicana senior executives and PepsiCo Chairman
• Developed and presented the Tropicana three-year Strategic Operating Plan to Tropicana CFO
• Created a three-year financial overview of Coke’s Chilled Juices and Drinks portfolio

• Closed over 35 syndicated debt deals across industries resulting in $9BN of capital for clients and $27MM in division revenue; developed financial models and sales memoranda