Sector Experience
Telecom
Manufacturing
Energy
Technology
Industrials
Languages
English
24
years
Years of Experience
9/16
Member Since
Experience
Confidential
Accounting
Chief Financial Officer
Overall responsibility for all areas of finance and accounting. Experience includes implementing robust forecasting process for a technology company launching a new product as well as coordinating monthly closing process.
Rushco Energy LLC
Start-Up
President & Founder
Source acquisition of properties to ensure continued growth. Complete financial, operational and legal due diligence on available properties to determine which properties the company should pursue. Develop valuation package to fully understand pricing levels that will lead to increased business value. Coordinate activity necessary to raise funding through private equity offerings.
TriMas Corporation
Corporate Strategy & Development
Division Financial Officer
Overall responsibility for all areas of finance, accounting and IT. Experience includes implementing robust forecasting process, determining and tracking financial benefit of investment projects as well as a 6-month assignment at a sister company implementing repeatable and scalable accounting procedures in order to shorten the closing cycle from 30+ days to 5 days after previous controller and assistant controller exited the business abruptly.
AMETEK, Inc.
Accounting
Controller
Overall responsibility for all areas of finance, accounting and IT for a complex group of international businesses. Experience includes directing annual budgeting process, strategic plan and subsequent revised forecasts for 4 separate entities in 3 countries with 3 separate reporting currencies. Negotiated contracts and created proposals to complete large capital projects and developed and executed strategy for multi-site ERP system implementation.
AMETEK, Inc.
Corporate Strategy & Development
Corporate Development
Participated in closing M&A transactions valued at ~$500M. Developed valuation models and comprehensive pricing packages used to value and price target businesses. Coordinated due diligence process for international and domestic transactions. Maintained relationships with investment banking community. Negotiated legal documents and key deal terms. Coordinated process that identified acquisition candidates.
ATX Communications
Corporate Strategy & Development
Managing Director, Finance
Developed the company’s detailed operating model using key performance indicators for Revenue, COGS, SG&A, and CAPEX, allowing us to explain monthly variances to budget with a high level of accuracy. Prepared and reviewed the company’s annual budgeting package including potential strategic alternatives, action plans and timelines necessary to achieve budgeted results. Developed and provided comprehensive monthly variance reports. Restructuring projects, turnarounds and sell side M&A.