28
years

Years of Experience

1/15

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
PFS Investments Corporate Strategy & Development
Regional Vice President
02/2007 - Present
Analyze and design investment portfolios and strategies for our clients based on their investment goals and risk tolerances. Develop financial models to forecast financial performance and potential risks involved with portfolios. Conduct sensitivity analysis to develop optimal investment strategies. Conduct annual client reviews to discuss portfolio performance and potential investment opportunities.

BearingPoint Management Consulting
Senior Financial Analyst
01/2001 - 02/2007
Reported directly to BearingPoint’s CIO as part of the Global Leadership team, responsible for managing the company’s $150M Global IT budget. Prepared 5-year plans based on interactions with senior management team’s forecast of upcoming projects as well as maintenance of current operations. Conducted scenario analysis of projections based on changes in 5-year plan decisions. Built ROI financial models to assist in priortizing projects. Conducted budget vs actual reviews quarterly.

KPMG Management Consulting
Senior Consultant
01/1999 - 01/2001
Performed cost, budgeting and strategic financial analysis to ensure financial success of client’s $86B telecom merger. Developed financial models to help analyze budgets, assess proposed initiatives and to find potential cost savings. Prepared 5-year projections of operating budgets and capital projects. Analyzed impact of cash flow and depreciation / amortization due of each project proposed by the clients senior IT management.

USA International, Inc. Finance
Senior Investment Analyst
06/1996 - 01/1999
Analyzed potential private equity investments in a variety of industries and countries in start-up and emerging companies. Built 5-year and 10-year pro forma models to analyze each proposed investment’s potential profitability, risks and to determine optimal acquisition price, while ensuring competitive bidding. Forecasted Revenues, Expenses, EBIT, NPV, and IRR based on projections and investment research. Conducted scenario and sensitivity analysis to access impact and risk of investment.