Delivery Partner focused on providing CFO and transaction support services. Focused on finance related process improvement projects (speed to close, automation, quantitative analyses, business modeling), M&A/Capital raising support (due diligence, carve out and JV assistance, valuation analysis), and data analytics.
- Financial modeling, analytics and tool development
- Strategic forecasting / Business plan analysis
- Quarterly close processes enhancement
- Transaction analysis

Managing Director focused on advising clients through M&A, restructurings and capital raising activities. Led corporate FP&A and business modeling teams.
- Strategic and financial due diligence for M&A and capital raising
- Chief Restructuring officer for bankrupt company
- Business and data modeling for growth and investment analysis

Leader of BMV’s underwriting and due diligence team for VC/PE fund.
- Authored investment committee recommendations, negotiated with target companies
- Executed equity and debt investments
- CFO of portfolio company in the technology space

Provided investment banking services in the metals, mining and steel industries
- Engaged in full range of corporate finance products including MA and debt offerings

Engineer and program manager for several defense initiatives and aerospace contracts
- Developed software simulation code for next generation warefighters
- Issued RFPs and reviewed responses for technology investments and vendor selection
- Managed contractors to address cost overruns and execution delays