Sector Experience
Financial Services
Healthcare
Retail
Technology
Transportation & Logistics
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Modero Consulting - Startup / Small Organization
Management Consulting
Principal Consultant
3/2013 - Present
Startup Strategic and Financial Planning services provided to ed, marketing and consumer tech SaaS clients (usage and subscription based), as well as early stage clients in the telecom, retail and fitness sectors. Nonprofit Turnaround Advisory services provided pro bono to a distressed animal welfare organization. (see resume or LinkedIn profile for more detail)
Modero Consulting - Interim Financial Management
Management Consulting
Principal Consultant
3/2013 - Present
Interim CFO services provided to a social media startup client. Divisional CFO services provided to a lender’s $400 M (revenue) servicing and collections operation. (see resume or LinkedIn profile for more detail)
Modero Consulting - Transaction / Transformation
Management Consulting
Principal Consultant
3/2013 - Present
Transaction Planning and Support services provided to a Fortune 500 financial services client performing a corporate Carve Out transaction. Transformation Management services provided to two multi-$B financial services clients, evaluating and enhancing financial planning and analysis methodologies, processes and output. (see resume or LinkedIn profile for more detail)
Investment Banking Institute
Finance
Instructor
1/2016 - 7/2019
> Provide instruction on understanding corporate financial statements and SEC filings, the finance theory behind valuation techniques and understanding the planning and execution of M&A, LBO and restructuring transactions.
> Guide students through building and managing Excel-based multiples analyses and DCF valuations, integrated financial statements models, LBO cash flow and return analyses, and accretion-only and detailed M&A models.
> Guide students through building and managing Excel-based multiples analyses and DCF valuations, integrated financial statements models, LBO cash flow and return analyses, and accretion-only and detailed M&A models.
Gift Hero
Start-Up
Co-Founder
1/2016 - 7/2019
Launched a social media gifting platform
> Recruited product, tech dev and marketing staff, managed teams through planning & roll-out of beta & post-beta releases of web platform and smartphone app.
> Managed the company’s growth through an analytics-based strategy and target setting by defining, evaluating and reporting on CAC, LTV & active customer metrics.
In 18 months:
> 50,000 Users acquired
> $2.2 M in volume
> $1 M in capital raised
> 2017 Entrepreneur Magazine 360 Award
> Recruited product, tech dev and marketing staff, managed teams through planning & roll-out of beta & post-beta releases of web platform and smartphone app.
> Managed the company’s growth through an analytics-based strategy and target setting by defining, evaluating and reporting on CAC, LTV & active customer metrics.
In 18 months:
> 50,000 Users acquired
> $2.2 M in volume
> $1 M in capital raised
> 2017 Entrepreneur Magazine 360 Award
Sallie Mae
Other
Vice President, Financial Planning & Analysis
11/2003 - 6/2012
Managed FP&A team of 2-4 staff. Developed annual plan, rolling forecasts & 5-year strategic plan. Generated consolidated company earnings, balance sheet & cash flow statement projections, business segment analyses, operational & market driven projection sensitivities and portfolio & income metrics analysis. Supported Cap Markets with reporting, planning & forecasting cash and liquidity needs. Supported Corporate Development with M&A and strategic partnership opportunity assessment.
Morgan Stanley Japan
Other
Finance Manager, IT
11/2001 - 4/2003
Responsible for financial analysis, process management & administration of MSJL's Enterprise Infrastructure group. Responsible for EI’s global budget, mid-year forecast & operating plan exercises. Responsible for facilitating IT manager input of run-rate & incremental capital spending, reviewing results with EI management & IT controllers’ group, and working with global counterparts to complete global consolidation process and review adjustments to align with global targets.
Adero
Start-Up
Manager, Financial Planning & Analysis
4/2000 - 6/2001
Responsible for all budgeting and expense projections for Adero, a provider of static and streaming content distribution services. Developed annual company-wide budget, determined cost drivers and projected fixed & variable costs. Developed short-term cash burn projections based on run-rate spending & changes in operating plan. Created & updated a monthly reporting package containing detailed projections of income statement, balance sheet and cash flow statement.
PricewaterhouseCoopers (PwC)
Management Consulting
Manager, Turnaround Advisory Services
7/1997 - 6/1999
Advised distressed clients in retail, healthcare & telecommunications sectors. Developed financial models & sensitivity analyses to project client’s long-term liquidity, determine impact of various turnaround strategies, DIP financing & post-restructuring capital structures, and assess M&A opportunities. Assisted in management of cash flow activity by developing short-term budget models & spending policies, management of clients' weekly spending and negotiation of payment terms with vendors.