- Managed roughly ~$5MM portfolio of rail terminal operations software products for both intermodal and automotive supply chains- Led and successfully restructured 5-year, multi-million dollar intermodal terminal operating system modernization effort with large Class 1 railroad

- Collaborated with product, finance, operations, and general management to run strategic prioritization, investment, and portfolio management process for roughly $400M portfolio of software and other technology solutions for the rail and shipper industries.- Responsible for building strategic market sizing frameworks, long-term growth models, and other ad hoc financial and strategic analysis- Drove internal product management best practice framework incorporating over 20 individual products / product lines to improve overall business product management capabilities.

- Managed technology implementation for migration to e-contracting for captive automotive lender- Developed strategic plan for wealth management arm of Midwestern regional bank in response to the (since vacated) Department of Labor fiduciary rule- Led the Canadian legal entity restructuring project for large multinational industrial firm seeking to re-domicile financial business headquarters to Europe- Provided guidance and project management for legal entity restructuring and simplification project of Spanish bank's US and US territories' subsidiaries

Regional bank, subsidiary of top-10 international banking group:- Built long-term credit performance and accounting model for approximately $20B consumer and automotive loan portfolio newly consolidated after material change in corporate control- Subsequently provided support for bank's CCAR submission as expert in organization's acquired loan portfolio accounting and performance- Developed financial and strategic rationales for potential business combinations across multiple divisions as part of regional banking client's annual FDIC resolution planning submission- Led model development and documentation for credit card and consumer lending company's Dodd-Frank stress tests- Developed business plan for regulatory submission for large multinational bank's US subsidiary's branch expansion / acquisition

Managed and delivered projects for internal strategy group of major infrastructure engineering and architecture firm.• Managed cross-functional team to develop $500M valuation of foreign brand and IP entity for potential reorganization.• Assessed competitive landscape; performed due diligence on key financial and operational performance; presented findings to senior level executive team.

Improved clients’ financial and operational positions and maximized value to companies and their creditors across multiple facets of the restructuring process. Youngest analyst promoted to associate in 20+ year firm history.Advised management in divestiture and orderly liquidation of a $4B real estate services company.- Implemented a reporting model to manage liquidity constraints across over 270 intercompany subsidiaries which facilitated the funding of operations by non-debtor entities; later used to develop and implement strategic plans to sell, liquidate or turnaround over 30 operating entities.- Led transition service monthly reconciliation efforts for three primary divested businesses while winding down operations in an orderly manner.Implemented two-year operational cash flow forecast for $2B industrial construction company to assist in negotiations of amendments to existing credit agreement.- Developed and implemented financial forecasting model across 200+ client engagements to project near and intermediate-term liquidity needs and covenant coverage- Advised client regarding potential $350M acquisition and led client-side due diligence materials collection.

Developed detailed cash reporting and forecasting mechanisms for clients operating in Chapter 11 bankruptcy.• Managed daily cash and weekly reporting for Collins & Aikman, a $4B auto parts supplier. • Implemented customer financing of operations by modeling the funding requirements for approximately 50 manufacturing facilities during operational wind-down.