Stood up accounting, HR and IT teams and improved financial reporting and process control; reduced close process, implemented cash/treasury controls and cash management and led several system integrations. M&A: Led the company through the sale of five Village Inn restaurants for $1.2M and the purchase of eight Qdoba restaurants for $4.1M; both events yielded return in excess of 19% compared to internal deal model IRR of 13% to 15%. Improved certain financial areas such as reduced both worker’s comp and P&C insurance costs, moved company to new tax and audit partners, co-led operational improvement and implement corporate risk management. Developed proforma and multi-year corporate modeling based on short- and long-term corporate strategy, budget and operational reports, in addition, implemented forward looking financial statements, financial metrics to manage bank covenants and operational metrics/KPIs

Provided recommendations to Senior Management for the 2020 three-year strategic revenue and P&L forecast. Developed bottoms-up Corporate budget (IS, BS, & CF); cash and GAAP basis. Provided due diligence and guidance to CFO on $140M purchase deal by Columbia Care; provided pro forma 2019 financial statements, 2020 budget, and modeled revenue and manufacturing costs. Managed relationships with Investors during due diligence as well as banking, vendor, and insurance relationships. Team leader on consolidated financial performance and budget variance reporting with guidance and recommendations provided to CEO and BU leaders. Responsible for month close for two of four entities, entailed monthly bank reconciliation, quarterly sales tax remittance, and budget variance review. Performed daily cash to bank reconciliation and reported daily results to CFO/COO.

Collaborated extensively on financial decisions with CFO and department leaders to manage budget/planning, sales forecasts (margins and EBITDA), capital raise/investor relationships, and cost/trending processDeveloped and team leader that presented to CFO the monthly operational variance analysis of P&L performance, budget and forecast variance analysis, churn and revenue analysis reporting. Delivered excellent customer service to executive management via high level, understandable, punctual, data-driven reporting insights and results. Managed and developed Internal/External Reporting that included monthly forecast reporting, monthly Department Business reviews, investor presentations, and monthly Board books. Developed financial models that helped to drive $3M in cost improvements in 2018, e.g., employee sponsorship cost analysis, indirect P&L allocation model, quarter/annual and multi-year strategic model, real estate sell/sub-lease model, and risk/opportunity forecast assessment. Developed KPIs and dashboards to enhance cost and revenue transparency to drive actionable items for Executive Leadership Team (e.g., forecasted bookings and revenue by market segment and product line).

Managed small team that resulted in improved communication and transparency between budget mangers and senior management driven by improved reports to measure benchmarks, trends, KPIs, and variances. Team Lead the month-end close process that provided variance analysis and impact to forecast for each Business Units. Performed process improvement for the budget and forecast process; aligned with Accounting to identify process weakness and proposed action items to resolve issues in a timely manner (usually within the quarter)Project lead for Vena FP&A application implementation; managed the initial strategy/development of the entire system and communication between different stakeholder (e.g., Finance, IT, and Accounting)

Performed a wide range of financial analysis - primarily focused on asset and company valuation. Valuations were for financial reporting, litigation, M&A, general advisory, and others. In addition, also performed audit support work with a specific focus on valuation of intangible assets for financial reporting.

Performed a wide range of financial analysis - primarily focused on asset and company valuation. Valuations were for financial reporting, litigation, M&A, general advisory, and others.

Transferred to New York when ABN AMRO Futures & Option group was acquired by UBS.

Floor broker located in the Interest rate pit at the Chicago Mercantile Exchange. Traded and brokered future products