-Work with the CEO, CFO and SVPs in revenue generating strategic initiatives, financial planing and analysis, board presentations, and operational improvements across divisions
- Develop financial models, automated company dashboards, and evaluate business segments, turnaround projects, financing and performance metrics
- Perform due diligence on competitors, and industry to formulate sector guidance
- Specialty in strategic initiatives, merger integration, FP&A, and corporate finance

-Originated, structured, and executed structured financing solutions and monitored assigned portfolio
-Performed operational, legal, industry and financial due diligence to provide strategic advice with regards to the client’s funding objectives, capital structure, competitive positioning and alternative financing options
-Created financial models, presentations, and memorandums to provide financing for M&A, ABL, refinancings, restructurings, working capital and balance sheet improvements

-Conducted financing transactions for middle market companies, monitored a portfolio of companies. and participated in client engagements
-Performed a comprehensive financial, industry, comparable, strategic and operational analysis to support a company’s growth and financing efforts. Executed secured growth capital, leveraged credit facilities, refinancings and restructurings
-Prepared financial models, term sheet proposals, and deal memorandums while creating new business marketing material