- Serve as the key approver and liaison between our CEO, VP of Product Management, VP of Accounting, Legal, and others to drive deal negotiations and non-standard deal approvals- Support US Public (FED and SLED), LTAM, Middle East, and enterprise accounts structure and approve sophisticated deals that contemplate local economic factors, competitive challenges in territory, along with other key factors specific to customer negotiations- Structure Master Purchase Agreements, Enterprise Licensing Agreements, and contract amendments- Create deal structures and licensing agreements such as perpetual, term, subscription, and ELAs- Key committee member responsible for establishing NetScout's state contract vehicle strategy, including: California SLP, Utah NASPO, numerous partner flow-down agreements, and others- Ensure deals adhere to Company's revenue recognition requirements

- Highest level Finance approver for most aggressively priced hardware and SaaS deals ranging from $25k to over $2M- Influence deals by advising on optimal deal structure, discounting best practices, and non-standard terms- Provide coaching through one-on-one meetings with Sales reps to develop sales strategy and objection handling responses- Identified sales credit/rebate policy gap and implemented new sales enablement training that improved deal margins and company cash flow - Built collaboration cross-functionally with Legal, Vendor Financing, and Order Mgmt to lower Company’s average SLA times- Became trusted advisor to sales teams by championing key “land-and-expand” customer opportunities with leadership

- Partner with sales to structure and approve non-standard government SaaS transactions from quote-to-cash- Combine pricing, contract negotiations, and revenue recognition to drive consistent sales success- Extensive expertise in Excel, Salesforce, and CPQ

- Review/Approve $1.6B in storage hardware transactions for Canada and US Northeast Commercial - Partner with sales teams to optimize product configurations and set sales strategy - Co-develop Global Special Pricing Policy and finance “deal tracker”- Partner with numerous cross functional teams to optimize deal structuring, such as: 3rd party vendor cost relief, revenue recognition, financing subsidy mitigation, and contract redlines

Nominated by SVP into highly selective CFO sponsored Finance Rotation ProgramController responsible for $450M financial support of vendor spend to support Dell’s internal IT environment

Nominated by SVP into highly selective CFO sponsored Finance Rotation ProgramController responsible for managing vendor funding outlooks, product end-of-life estimates, consumer product financial dashboards

Promoted to Financial Analysis Consultant in August 2015.Pricing Analyst responsible for over $200 million of financial support to various teams within the Federal sales segment reporting directly to the segment controller.P&L approval discretion for all individual sales transaction up to $1 million. Partner with sales teams to drive financial performance through special pricing, business case analysis, and trend analysis.Assist in developing segment pricing thresholds, guidelines, and policies to help achieve financial objectives.Collaborate with other segment teams including Marketing, Sales Operation, and Collections to drive synergies and results.Partner with contracts/proposals to respond to multi-million dollar RFPs and assist in identifying contractual risks.Process management, customer level analysis, process improvements, strategic analysis, and ad-hoc requests as they arise.Support user requests for data analysis, issue resolution, and data integrity.Review, prioritize, and recommended business process improvements to achieve short and long-term business goals and objectives.

Quantified channel partner capabilities and capacities, and developed strategies to grow gross margins in key markets throughout US, China, and JapanDetermined CapEx thresholds and descaling strategies used by executive leadership to simplify Dell’s Routes-to-Market in 65 countries; led to ~$80 million in annual savingsCore team member to 2013 HPSFA Survey which identified sales competencies, personality traits, and behaviors of high performing sales; led to ~$260 million of estimated margin benefitFormulated Dell's Commercial Business perspective on PC forecasts, tablet cannibalization, and BYOD trendsBuilt comprehensive forecasts by price band, operating-system, and form factor which became the cornerstone for executive leadership decisions.Drove numerous cross-organizational initiatives which optimized sales force productivity and coverage across multiple dimensions, including channel mix, sales force mix, and account mix. Gave actionable recommendations after co-developing an analytical framework and data analytics process which drove operational improvements and opex budgeting across Dell’s Global Channel Organization.

Part-time employee while completing Southern Methodist University's MBA program.Family owned real estate re-development & private equity firm investing in commercial and single/multi family residential properties. Analyze potential acquisition opportunities, oversee construction planning and fulfillment, and manage new tenant procurement and ongoing relationships.

Private equity fund dedicated to investing in oilfield service and manufacturing companies.Acted as Interim Controller/CFO for a portfolio company and built comprehensive operating budget and financial model. Identified growth opportunity which led to a $5.5 million strategic investment in a new product line.Built portfolio company's consolidated financial model used to “roll-up” 4 subsidiaries into HoldCo.Built firm's Financial Reporting Package which became “standard” used across all portfolio companies.Analyzed potential acquisition targets and supervised due diligence projects with outside consultants, IP attorneys, and lawyers.

Promoted to Associate in July 2006 after just two years of investment banking experience.Advised a broad spectrum of corporate clients in Oilfield Services, Manufacturing, Retail, and Industrials regarding merger and acquisition advisory, equity financing, debt financing, leveraged buyouts, restructuring, and public/private market transactions.

Advised a broad spectrum of corporate clients regarding merger and acquisition advisory, equity financing, debt financing, leveraged buyouts, restructuring, and public/private market transactions.

Was both a full-time student and full-time employee while maintaining a 3.8 GPA.Junior partner to three senior vice presidents, proactively servicing high net-worth relationships; performed security research, account reviews, tracked client portfolio asset & style allocation, evaluated various security investment vehicles, and prepared client proposals.