1
jobs

Jobs Completed

86
hours

Total Hours Logged

16
years

Years of Experience

11/16

Member Since


Experience

 
AvidXchange Corporate Strategy & Development
Senior Director, M&A Integration and Growth Initiatives
04/2018 - Present
Lead cross functional team to build and execute integration strategy and plan, including day one and communications, product and go-to-market strategy, sales and customer operations, technology integration, shared services and teammate experience, for all acquisition

Strategic Finance Consultant Start-Up
Contract CFO
10/2015 - 03/2018
Fractional CFO of fast growing food and beverage company with several corporate stores and 40+ franchisees
• Introduced financial discipline and rigor to a marketing driven start up and created framework for comprehensive 5-year financial forecast model
Founder and CEO of innovative, chef quality fresh meal delivery service
• Built pilot for multi-million dollar revenue opportunity at attractive industry margins in double digit growth sector

Under Armour Operations
Senior Manager, Financial Planning and Analysis
05/2012 - 06/2013
Global Accessories and Licensing
• Led finance initiatives for $200 million business unit and partnered with key operational leads – including product, sales, sourcing, and planning – of Global Accessories and Licensing team on strategic decisions
• Closely collaborated with cross-divisional leadership team, representing Global Accessories to align with distribution channels and operations, to build 3-year strategic plan for Under Armour

Vertis Communications Corporate Strategy & Development
Assistant Vice President, Corporate Development
09/2009 - 04/2012
Accelerated promotion from Director, Corporate Finance based on exceptional performance
• Led Corporate Development and cross functional teams to generate and evaluate alternatives to grow company
• Managed successful sale process of Craig Adhesives, non-core chemicals business unit, from initial strategic assessment, competitive bid process, purchase and sale agreement/supply agreement negotiations to closing and met ambitious mandates of accelerated timeline and premium sale multiple

Constellation Energy Operations
Associate, Corporate Treasury and Financial Planning and Analysis
03/2007 - 08/2009
• Managed cash flow and income statement forecasting for quarter close and 5-year strategic planning process
• Provided analysis for earnings calls, rating agency presentations, board meetings and senior management requests, including credit metrics, liquidity, debt and facilities, and financial and economic impact of potential transactions
• Worked closely with Corporate Accounting and Business Units to audit data in the financial reporting system and consolidated actual financials

Friedman Billings Ramsey Finance
Investment Banking Associate, Diversified Industrials
07/2006 - 02/2007
• Analysis and execution of equity offerings, divestitures, and acquisitions for clients across various industries including aerospace and defense, engineering and construction, government IT, and waste services
• Represented FBR in prospectus drafting sessions for $114 million initial public offering of AeroVironment, a company that produces unmanned aircraft systems for U.S. Department of Defense