12
years

Years of Experience

12/13

Member Since


Experience

 
Finastra Operations
Director, Lending Operations
09/2017 - Present
As the Director of Lending Operations, I am responsible for managing the operations for the SaaS and On-Premise lending products in Finastra. In this role, I have operationalized synergies for the business, resulting in $8M+ in annualized savings. I also lead the implementation of a global cross-functional operating cadence and reporting requirements. Finally, I assess key operating issues and solutions, including recently proposing of a new pricing structure to retain $10M+ in at-risk revenue.

DH Corporatation Corporate Strategy & Development
Director, Corporate Development
04/2014 - 09/2017
Responsible for several activities including building robust financial forecasts, undertaking transformational M&A worth a total of $6.0 billion , establishing the 3-year strategic plan and executing against key strategic objectives. In working with the CEO and CFO, I have exhibited strong analytical and quantitative thought leadership, with extensive experience in dynamic financial modeling and execution of major strategic programs, including the restructuring of the 5,000-person organization.

Independent Consultant Finance
Independent Valuation Consultant
09/2013 - 03/2014
As an Independent Valuation consultant to a private equity firm, I built comprehensive financial models and valuations for the Company’s investments and cash flows. I also worked with a portfolio company to build a financial model and negotiate with lenders to restructure the company’s debt. Finally, I gained experience in working directly with Executive Teams to analyze the investment opportunities and risks, and present findings to various Boards.

Canaccord Genuity Finance
M&A Analyst
08/2011 - 12/2012
Provided direct support to senior Managing Directors on over $10.0 billion in M&A advisory mandates, debt restructuring and equity financings. I performed comprehensive financial modeling and valuation analysis using discounted cash flow, leveraged buyout, comparable company, precedent transaction and pro forma accretion/dilution methodologies in a broad range of industries. Finally, I prepared client presentations to review strategic alternatives and investment options.