Improving operations at portfolio companies.

Aqua Leisure ("Aqua") was founded in 1970 and is a leading consumer products business focused on servicing the aquatic recreational and winter sports industries. Since 2021, Aqua is private equity backed and has made 2 acquisitions, Airhead Sports Group and Inyo Pools. As Senior Director of FP&A, Pricing, and Strategy, I am responsible for business development, pricing, reporting, financial planning, and board presentations amongst other ad-hoc initiatives.

Scaling a cloud-based AI personalization platform, launching a new call center application, and developing software for CPG companies and internal users to manage offers with 4 direct reports

Responsible for launching CVS’s first front store cloud platform distributing personalized offers• Led a cross functional team to finalize the $5M business case to move data to the cloud and launch an offer personalization platform with a goal to grow revenues 10%+ annually

Created growth strategies with C-level executives and performed due diligence on acquisitions • Conducted consulting engagements by managing 1 to 4 associates, primarily in the technology sector• Developed corporate strategies and advised private equity clients by analyzing target addressable market sizes, and conducting primary and secondary research• Completed 20+ private equity diligences, resulting in 5 completed dealsSelect Client Experience• Developed organizational restructuring plan for a $3B revenue industrial conglomerate• Redesigned sales and service model for a $500M merger of two national education companies• Performed due diligence on a PC Gaming company leading to a $500M+ acquisition

Led a team of three in the development of payments products focusing on the Caribbean and Latin AmericaResponsible for the P&L of the payment’s acceptance business supporting sales leads in 20 countries

Responsible for product development, integrations, risk management, and strategy for Merchant Services• Oversaw a team of consultants to create a strategy for Scotiabank’s $1B payments business

Responsible for financial analysis and monthly product reporting for Online Banking and Payment Acceptance throughout the Caribbean and Latin America