Provide FP&A services to a diverse client portfolio, including budgeting and forecasting, monthly reporting and cash flow analysis. Optimize clients' working capital by managing payables and receivables. Conduct financial and cost analyses, presenting actionable recommendations to clients for process improvements and cost reductions. Lead financial due diligence for mergers and acquisitions, successfully identifying potential risks and opportunities for clients.

Advised clients contemplating M&A activities across multiple sectors, including SaaS, manufacturing and professional services sectors, offering insight into industry and market trends. Conducted comprehensive financial and operational due diligence on both buy-side and sell-side engagements, including in-depth assessments of Quality of Earnings and Net Working Capital. Investigated critical accounting policies such as ASC 606, providing expert guidance to clients on identified issues.
Played a pivotal role in team leadership, responsible for recruiting, training, and nurturing a team of eight professionals.

Orchestrated the annual budgeting process for a $1.6B+ revenue conglomerate encompassing 1,100+ entities across three continents, managing multi-currency complexities. Synthesized monthly performance trends and oversaw the monthly forecast updates, delivering concise briefings to corporate executives and adding context to numerical data.

Spearheaded due diligence efforts for over 250 small-cap acquisitions, validating corporate development's valuation, proforma adjustments, and target risk assessment.
Prepared post-acquisition budgets and executive summaries, offering recommendations for final purchase prices and deal structures. Liaised with sellers and their advisors on deal execution and facilitated integration with internal stakeholders.
Optimized departmental efficiency by maximizing SalesForce utilization, reducing staff workload, and simplifying oversight.

Evaluated financial data for more than 500 acquisition prospects, delivering initial valuation recommendations employing DCF models, risk assessment and potential proforma adjustments. Developed comprehensive models to forecast acquisition performance and IRR, layering in cost synergies amidst a constantly-evolving competitive landscape. Synthesized findings into valuations and term sheets for department leadership. Provided timely ad-hoc financial analyses, financial models, and monthly departmental reports to investors.

Spearheaded planning and execution of audit, review, and compilation engagements. Analyzed and reviewed financial statements to prepare tax returns.