Functional Skills
Restructuring / Turnarounds
Business Planning
Finance Transformation
Accounting Software Implementation
Cost Reduction
Software Skills
Dynamics 365
Quickbooks Enterprise
SAP
Zoho Projects
Certifications
CPACertified Public Accountant
Sector Experience
Retail
Travel & Hospitality
Manufacturing
Financial Services
Business Services
Languages
English
Spanish
24
years
Years of Experience
3/18
Member Since
Big 4 Accounting
Top Consulting Firms
Experience
Anderson Snow Corporation
Engineering
President
Anderson-Snow Corporation designs, engineers and manufactures custom industrial heat exchangers and coils. Full P&L responsibility. Orchestrated the initial platform acquisition and later bolt-on acquisition of American Coil. Consolidated operations, engineering, outsourced half of the accounting function overseas and migrated accounting system built circa 1970 to a full blown ERP system. Total savings in excess of 1 million dollars.
Enovative
Start-Up
CFO
CFO for start-up growing it to $40MM sales with all years of profitability except start-up year, developed the accounting, treasury management & financial reporting systems in Sage, In charge of 5 clerks (one outsourced contractor in Bangladesh), Lender & Investor Relations, led the M&A process on two acquisitions. Responsible for lender relationships.
Alix Partners
Management Consulting
Associate
Part of the bankruptcy advisory practice. Involved in all aspects of the bankruptcy process. Created financial forecasts, 13-week cash flows, managed cash during liquidity crisis, prepared bankruptcy filings. Notable engagements include RadioShack and Caesars Palace.
Fort Dearborn Partners
Finance
Associate
Boutique Financial Advisory and Investment Bank focused on distressed sales in the middle market. Prepared pitchbooks, management presentations, LOI and APA drafting advise. Due Diligence support. In event of extreme distress liquidated assets in assignment for benefit of creditors.
Deloitte
Accounting
Sr Auditor
Audited financial statements, physical inventory observations, financial statement reviews.
Chase Bank
Other
Credit Analyst
Analysed financial statements for credit approval process. Liquidation analysis, Industry analysis. Credit facility structuring.