Electrification and Energy Solutions Division:-Charging Solutions-Sustainability Solutions-Business Innovation and Incubation-Venture Capital, M&A and Strategic Alliances-Funding, Grants and Incentives

Lifecycle Solutions for Advanced Power Products (battery, fuel cell and alternative fuels)

India, Brazil, and global M&A

•Contributed to the development of a new enterprise strategy: http://strategy.caterpillar.com/•Led a team of executives and leaders across the company to address critical enterprise issues•Crafted presentations, white papers and memos for Board of Director's meetings•Defined and negotiated multiple engagements with consultants

•Sell side and buy side strategic advisory•Valued acquisition targets, quantified synergies, performed due diligence and prepared investment proposals for the executive office•Deal sheet available upon request

•Developed a financial capitalization model to quantify the risks and funding gaps for dealers growing their rental business; presented analysis to executive office and dealer principals•Developed software platform to aggregate business plans from 88 dealers; launched system on schedule and within budget of $70K•Analyzed dealers’ Power Systems business and recommended operational improvements; 12 of 15 target dealers improved performance•Presented financial reviews to Caterpillar dealers' executive management•Developed global data cubes to support district representatives•Administered Power Excellence program; expanded program to Latin American dealers•Completed Marketing Orientation Program and Dealer Management Simulation

•Analyzed and presented monthly cash flow and balance sheet reporting to the Corporate Treasurer•Modeled credit metrics and developed targets for Caterpillar’s long-term financial strength; targets approved by the Board of Directors•Arranged $4.5B debt funding (1 to 30 year terms) for the acquisition of Bucyrus International and executed the interest rate hedging strategy; debt issued at rate of 2.9% with book 2.3x oversubscribed and mitigated 70% of the interest rate risk•Authored SEC note for interest rate risk•Managed active interest rate derivatives, recommended hedging strategies, authored hedging playbook and executed derivatives transactions•Implemented hedging management software (Reval HedgeRx) and created VaR reporting•Analyzed capital allocation strategies to support credit metrics, pension funding, dividend policy, and stock repurchase•Authored “Tracking Cash” article: External Funding & Financial Strength•Upgraded treasury management system and validated all global processes; system upgraded on schedule and without any disruption•Developed cash positioning tool

•Fulfilled orders from dealers in Latin America•Monitored logistics and coordinated insurance claims•Transitioned the Latin America orders division to Brazil

· Analyzed clients' financial statements· Performed ratio, cash flow, and collateral analysis· Assisted underwriting for annual reviews and credit approval packages

· Prepared pro forma statements and investigated cost inputs· Researched market development for biomass energy crops· Assisted in developing a business model for biomass production