• Leads the global treasury function and team of a $300M revenue global fundraising and marketing services business, reports to the CFO.• Owns global liquidity management, cash forecasting, and reporting. Leads strategic financial planning.

My purpose is to help my clients to create lasting value and achieve their business objectives. Key areas of expertise are:- Corporate Finance & Strategy- Treasury and FP&A- Turnaround and Restructuring- Accounting AdvisorySelect projects• Lead sell-side advisor on the minority shareholder interest sale in a €1B revenue private equity-backed technology business.• Led the development and integration of global treasury function for a private equity-backed electronic component manufacturer and supplier in the US, EMEA, and APAC. Led the creation and post-merger integration of new business unit treasury function.• Spearheaded a $2.2M capital raise and business plan development for an electronic transportation platform. Oversaw FP&A, budgeting, pricing, and product profitability analysis.• Fractional CFO to a technology firm on international tax structuring and financial planning.

• Established and led the global treasury and cash management function and team for a global public technology company, reported to the CFO. Led treasury reporting to the executive team and the board of directors.• Co-led the successful $310M recapitalization transaction of the company. Successfully secured a $15M asset-based revolving line of credit. Managed the supplier financing program.• Assisted the executive team on restructuring and development of a new corporate strategy, resulting in reported EBITDA margin improvement from 5.5% in 2020 to 23.6% in 2022.• Played a key role in managing firm-wide M&A operations and co-led divestiture of two business units. Led large cross-functional teams across all organizational functions.• Introduced comprehensive 13-week and multi-year 3-statement forecasts to support M&A, strategic decision analysis, and FP&A. • Established relationships with financial institutions, investment banking advisors, and accounting firms.

• Advised on 15 engagements in areas such as: due diligence, turnaround, and M&A assistance for corporate and private equity clients, including M&A transactions with a total enterprise value of over $12B.Representative project work includes the following:• Led a turnaround engagement for a $308M revenue public technology firm. Established the global treasury function. Introduced 13-week cash forecasts and long-term models for cash flow crisis management purposes. Assisted the management team on strategic alternative assessment in connection with recapitalization and restructuring of the business.• Advised on a $300M US-based healthcare leveraged buyout. Led strategic evaluation, financial modeling, structuring and financial due diligence. Led negotiations with the target company.• Performed financial due diligence, quality of earnings, valuation consideration and working capital needs analysis in connection with a $5B acquisition of a US-based critical digital infrastructure manufacturer.• Performed financial due diligence, earnings, valuation consideration and working capital needs analysis in connection with a $500M acquisition of a US manufacturer of applied materials.

• Advised on 14 engagements in areas such as: financial due diligence, M&A assistance, valuations, and financial modeling, including M&A transactions with a total enterprise value of over €3B.Representative project work includes the following:• Led financial due diligence and credit portfolio evaluation in connection with a €1B acquisition of a commercial bank by a leading US-based alternative investments fund.• Performed financial due diligence and buyer assistance in connection with an acquisition of two renewable energy plants for a total enterprise value of €159M by a French multinational energy and utility consortium.• Performed financial due diligence and buyer assistance in connection with an acquisition of a natural gas business (state-significance infrastructure business in the Baltics) for an enterprise value of €0.6B.

• Spearheaded financial reporting for a group of 25 subsidiaries of a commercial bank and led the transition from local GAAP to IFRS. Led a regional accounting team. Significantly reduced annual and quarterly closing process time.• Directed system implementation for financial consolidation and budgeting automation.• Oversaw the group’s regulatory reporting submissions to the European Central Bank.• Led evaluation for early adoption of IFRS 9.• Designed and implemented banking product profitability evaluation models.