Functional Skills
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Visualization / Reports
Software Skills
Android
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Outlook
Microsoft Word
Quickbooks
Hubspot
Looker
WordPress
Sector Experience
Travel & Hospitality
Business Services
Technology
Consumer Goods
Real Estate
17
years
Years of Experience
5/21
Member Since
Fortune 500
Experience
Pikesville Industries DBA Axxella
Corporate Strategy & Development
COO
• Consolidated 6 operating companies under a newly formed holding company with a cumulative topline of $15M • Established a shared services model to provide HR, Accounting, Marketing, Strategy and Legal services for member companies •Implemented multiple instances of CRM module (Hubspot) and KPI reporting processes • Led and completed $7M acquisition of Ace Environmental Holdings • Managed a team of over 150 employees with 8 direct reports
MPH Consulting
Start-Up
Consultant
• Worked with early stage companies including VitusVet (mobile veterinary application), Hungry Harvest (reclaimed produce subscription service), and Fixt (on-demand mobile device repair)
• Formulated multi-year pro forma’s • Implemented operational finance, accounting, risk management, and human resource processes • Provided guidance on capitalization options
• Consulted on strategic direction and business revenue models
• Identified business development opportunities
• Formulated multi-year pro forma’s • Implemented operational finance, accounting, risk management, and human resource processes • Provided guidance on capitalization options
• Consulted on strategic direction and business revenue models
• Identified business development opportunities
Colmont Restaurant Group LLC
Start-Up
CFO
• Oversight of all financial pro forma, accounting, accounts payable, cash management, and corporate
insurance processes. Cumulative investment totaled ~$8MM.
• Oversight of all legal, marketing, and human resource efforts including establishment and maintenance of corporate hierarchy, supplier contract review, alcohol license applications, and state licensing registrations.
• Managed construction efforts of 11 multi-state restaurant
concepts.
insurance processes. Cumulative investment totaled ~$8MM.
• Oversight of all legal, marketing, and human resource efforts including establishment and maintenance of corporate hierarchy, supplier contract review, alcohol license applications, and state licensing registrations.
• Managed construction efforts of 11 multi-state restaurant
concepts.
OrderUp
Start-Up
Head of Finance
• Led pre and post-close financial initiatives surrounding the acquisition of OrderUp, Inc. by Groupon, Inc.• Coordinated and oversaw the first GAAP compliant audit• Developed multiple multi-year pro forma financial scenarios• Constructed unit economics analysis for use in pro forma forecasting• Developed and coordinated budget process and KPI benchmarks• Oversaw daily functions of the Accounting and Finance Department including treasury, AP/AR, and monthly close processes
SafeNet
Operations
Director of Global Real Estate
• Directed global real estate portfolio consisting of 45+ locations in all major theaters • Managed closure of 14 facilities as part of company-wide restructuring plan • Managed $13.2M budget
• Contributed to leasehold accrual accounting including dilapidation and free-rent considerations • Directed negotiations for all new and renewing lease arrangements; also negotiated early termination agreements which resulted in $500K+ of OPEX savings • Developed cost of ownership analysis by location
• Contributed to leasehold accrual accounting including dilapidation and free-rent considerations • Directed negotiations for all new and renewing lease arrangements; also negotiated early termination agreements which resulted in $500K+ of OPEX savings • Developed cost of ownership analysis by location
SafeNet
Finance
Manager FP&A
• Developed, managed, and maintained the corporate wide budget for all general and administrative expenses
including Information Technology, Real Estate, Legal, Human Resources, Finance, Accounting, Tax,
Investor Relations, FP&A, Treasury, and Financial Information Systems totaling ~$75MM
• Analyzed monthly financial results and prepared revised monthly, quarterly, and annual forecasts
• Partnered with internal clients, including Sr. VP’s and C-suite execs
including Information Technology, Real Estate, Legal, Human Resources, Finance, Accounting, Tax,
Investor Relations, FP&A, Treasury, and Financial Information Systems totaling ~$75MM
• Analyzed monthly financial results and prepared revised monthly, quarterly, and annual forecasts
• Partnered with internal clients, including Sr. VP’s and C-suite execs
SafeNet
Finance
Manager Treasury
• Developed and maintained global cash forecasting model for a $450MM+ enterprise spanning 50+ legal
entities and approximately 25+ countries globally
• Facilitated global cash management process in cooperation with Corporate VP of Finance, Corporate VP of
Tax, Regional VP’s of Finance, and local Controller’s
• Developed strategic plan for centralization of Treasury and Insurance operations
• Developed and maintained domestic and international Treasury dashboard
entities and approximately 25+ countries globally
• Facilitated global cash management process in cooperation with Corporate VP of Finance, Corporate VP of
Tax, Regional VP’s of Finance, and local Controller’s
• Developed strategic plan for centralization of Treasury and Insurance operations
• Developed and maintained domestic and international Treasury dashboard
MICROS Systems
Finance
Manager Treasury
Managed global investment portfolio totaling $300M
Stanley Black & Decker
Finance
Senior Treasury Analyst
Maintained global currency hedging portfolio
Stanley Black & Decker
Finance
Financial Analyst
Partnered with the Sales Organization (Lowes Team) in budget development and management