Lead project origination, negotiation, valuation and financial structuring for vehicle fleet electrification projects at an electric vehicle charging infrastructure firmElectrada offers the most innovative and low-risk way to transition your fleet to electric fuel through: 360 Charging-as-a-Service, a complete electric fuel solution that’s fully capitalized, integrated, scalable, reliable, and guaranteed to reduce fleet fuel cost per mile from day one.

Led the real estate development group for the Tide Cleaners franchise system. Led the team that sources, evaluates, approves, and constructs retail locations on behalf of franchisees. Advised franchisees on all real estate transactions and M&A. Set new store development strategy for the company. Led a team of 5 people.

Led the FP&A department of a $200 MM annual revenue software company. Responsible for product, capital, real estate and technology investment evaluations as well as forecasting, reporting and variance analysis. Responsible for all commercial office lease and construction project negotiation and execution. Managed and developed a total of 5 FP&A and Sales Commissions direct reports.

Chosen as finance leader of new gas pipeline business unit ($3.1 B in invested capital). Performed all business development and DCF valuations for new projects as well as FP&A for current investments. Responsible for day-to-day JV management, working with cross-functional leadership to negotiate partnership agreements, monitor and approve capital spending and evaluate major contracts. Served on JV oversight committees and presented monthly project updates to senior executives. Responsible for building all internal controls necessary to ensure regulatory compliance of pipeline operations.

Led the utility’s investment analysis department. Evaluated projects from a customer and shareholder impact perspective across multiple investment horizons and decision criteria (NPV, IRR, EPS, etc.). Analyzed and made recommendations on new technology adoption, utility acquisitions, capital deployment optimization and new business development. Recruited, managed and developed staff for career advancement opportunities. Featured speaker and instructor on utility investment analysis.

Finance leader of the North America Utility division ($600 MM in annual sales). Responsible for financial reporting, planning and analysis. Managed profit forecasts, communicating risks and opportunities to senior executives. Identified cost savings, return and cash flow optimization opportunities. Co-led the division’s annual planning process.

Finance leader of team that developed and launched the Tide Dry Cleaners franchise. Responsible for M&A screening and assessment, business strategy, financial reporting, planning, analysis, and internal control development. Conducted business development required to design, finance and sell the franchise offering.

Maintained financial forecast for the North American Hair Care category ($2.3 B in annual sales). Managed complexity to deliver accurate forecasts that balanced risks and opportunities. Led monthly forecast reviews with the regional and global category’s senior management team. Coordinated the category’s annual financial planning.

Finance leader of a North American hair care brand ($170 MM in annual sales). Co-led the brand’s annual financial planning process. Evaluated product lineup changes, pricing adjustments, cost saving initiatives and new product launches in support of strategic and financial goals. Led competitive intelligence teams.

Evaluated energy sector transactions from financial and strategic standpoints. Significant experience with complex financial model building and multiple valuation criteria (e.g. EPS, NPV, IRR, credit metrics, etc.) Member of the team that assessed, negotiated and closed Duke Energy's acquisition of Cinergy.

Managed corporate financial reporting for domestic and foreign subsidiaries totaling $2.0 B in capital. Oversaw propriety of financial statements prepared by subsidiary controllers. Prepared financial statement variance analysis and foreign currency translation. Performed monthly closing in Oracle General Ledger software.

Audited financial statements for a wide range of small to international clients. Developed accounting, reporting, product costing and internal control expertise. Led audit teams, which required setting project timelines and work plans, identification of key audit risk areas and professional staff development.