Recruited by company CEO to take financial and operational leadership of the business and ensure solid infrastructure poised for future growth. Goals are to represent company to investor community in effort to raise financing options, while working closely with Sales to expand product offerings to existing and new customers.

Recruited by company to take financial leadership of the business and effectuate the merger of three individual publishing entities into a single media enterprise. Goals were to streamline operations and leverage shared resources, while working closely with Sales and Business Development to dramatically grow the business.

Provide senior financial leadership for mission-critical global project focused on transforming the planning and analysis function. Directed development and documentation of project vision, constantly revising plan, schedule, and roadmap to achieve milestones. Establish governance structure and ensure adequate human/capital resources. Serve as the main point of contact for cross-departmental teams of contributors and stakeholders.

Recruited internally to oversee all aspects of FP&A for the $2 billion School Division, identifying, analyzing, and presenting critical information in support of long-term objectives. Key advisor and business partner to CFO, providing ongoing updates, explanations, and recommendations on financial operating results, trends, unusual transactions, and business initiatives. Held full P&L oversight for administrative departments with $30 million annual spend and 100+ employees, aggressively managing expenses for maximum return on investment. Served as the main point of contact for PwC audit team and for group control and compliance.• Spearheaded divestiture of specialized business line within the School Division, providing financial justification that convinced management to sell, sourcing buyer, leading internal/external communications, negotiating terms, and managing post-transaction segregation.• Analyzed KPIs and recommended strategic shut down of a 200+ employee facility, saving in excess of $4 million annually. Project managed financial aspect of implementation, including notifying/reconfiguring affected employees and ensuring accurate accounting integration.• Key contributor in re-engineering business model for consulting unit, establishing a new operational framework that eliminated need for office space for consultants, implementing a standardized pricing structure, and initiating strategic expansion criteria to evaluate potential new markets. • Directed customization, implementation, and adoption of Hyperion across 15 decentralized business units, driving uniformity of data reporting and planning. Developed uniform chart of accounts, defined functional groupings, and standardized accounting policies that allowed comparability across business units.

Coordinated all phases of the acquisition/investment and divestiture/wind-down process for critical projects. Focused on: sourcing transactions, developing financial projections and valuation, and structuring deals to drive profitability. Oversaw negotiations, due diligence, and ultimately integration.• Turned around business unit profitability from negative margins to more than 15% profitability in just 1 year through tight cost control and quality of revenue analysis. • Successfully completed 40+ financial transactions with values upwards of $1 billion and covering acquisitions, divestitures, equity investments, and business partnerships.

Led all aspects of financial development, establishing processes, objectives, and strategies to quickly achieve investment milestones. Authored business plans, established financial models, and developed organizational structures. Partnered with portfolio companies to execute key parts of business plans, including brokering agreements with 3rd-parties, identifying potential customers, and negotiating contracts to drive portfolio profitability. Prepared term sheets and private placement memoranda, valuation models, and amendments to operating agreements on all ventures.

Individual contributor providing analysis, due diligence, and recommendations for large-scale client financial transactions. Assessed quality of earnings and operations of acquisition targets to identify potential synergies or overstatements that would improve expected return. Prepared information memoranda for buyers.