I am a Senior Director with Alvarez & Marsal’s Corporate Transactions Group in Houston.With more than 20 years of consulting experience, I specialize in leading complex program management for corporate transformations, finance and accounting functions and the mergers and acquisitions transaction lifecycle, including strategy, diligence, divestitures and value creation.

Alvarez & Marsal provides management consulting services to help companies improve performance and grow stronger. We partner with our clients to identify opportunity, enhance efficiency, and maintain competitive advantage in the areas of corporate strategy, revenue enhancement, information technology, finance, human resources, supply chain management, customer relationships, merger integration and outsourcing advisory. Our service offerings include:+ Finance Transformation+ Finance and Accounting Performance Improvement+ Integrated Performance Management+ Merger Integration and Carve-Out Services+ Interim Leadership and Executive Advisory

Responsible for selling and leading engagements to advise strategic and private equity clients throughout the M&A transaction lifecycle including strategy, due diligence, value creation, planning and execution for financial, functional and operational aspects of buy- and sell-side mergers, acquisitions, carve-outs, divestitures and integrations. Key member of the EY leadership team in the Finance & Accounting specialization driving the firm’s methodology, training, playbooks, enablers and thought leadership. I serve as sales and technical lead for challenging pursuits, client insights sessions, proposals and resulting project execution. Deliver value to clients with operational, accounting and financial expertise, deal insights and transaction considerations based on due diligence findings. I performed analyses including quality of earnings, quality of net assets, key business drivers, working capital, accounting policies/procedures, sensitivity and forecast considerationsAdvised clients with financial diligence on over 50 domestic and multinational transactions across various industriesHighly rated instructor and facilitator for national trainings and workshops on EY’s methodology and functional topic

Key team member of Navigant’s Energy and Utilities sector practice providing accounting and finance related professional services to clients.• Engaged as independent accounting expert by a client in the midst of a re-audit and restatement of multiple years of its financial results; analyzed and reconciled accounting transactions recorded in the company’s securities accounting system and general ledger for inconsistencies and proposed updates and resolution to the company and its auditors• Assisted several gas and electric utilities with preparation of rate case filings: developed cost of service studies, prepared minimum filing requirements, performed lead-lag studies to support cash working capital requirements, analyzed/proposed weather normalization and decoupling mechanisms; provided support for class revenue requirements and rate design; drafted expert testimony and exhibits related to utility rate proceedings allowing for successful rate increases• Performed comprehensive market and competitor analyses reports; researched and analyzed regulatory issues and implications and provided due diligence reports on potential asset acquisitions for various clients in the energy industry• Provided consulting services related to Sarbanes-Oxley compliance; provided deliverables documenting key risk controls and process flow mappings; identified possible weaknesses and suggested remediation and improvements

One out of four team members comprising Deloitte’s specialized consulting services to clients in the energy and utility sectors advising and assisting them with regulatory and compliance matters.• Developed and executed agreed-upon procedures with documented protocols and affiliate standards resulting in clients successfully demonstrating their compliance to regulators and governing bodies• Performed detailed reviews and revisions of cost allocation models for allocating direct and indirect costs in bankruptcy filings and for rate setting and regulatory filing purposes• Performed assessments of energy transacting, risk management and control infrastructure of an investor-owned utility and its subsidiaries; developed deliverables consisting of desk-level policies and procedures manual for the front, middle, and back offices of a company’s energy trading operations• Reviewed and reconciled three years of monthly fuel clause adjustment filings for a public utility; provided client with improvements for filing process going forward

Started my career as an intern and staff auditor and then was promoted to senior auditor providing assurance and business advisory services to public and private clients across multiple industries.I performed financial statement audits and agreed-upon procedures for public and privately held technology, telecommunications and manufacturing clientsI gained in-depth knowledge and experience with the financial reporting process, internal controls and related risks of companies in in the technology, manufacturing and energy sectors; provided outsourced accounting functions which entailed monthly accounting system closings and compilations of quarterly financial statements