AIS is a leading provider of targeted drug delivery (TDD), infusion care and ophthalmic solutions serving patients across the United States. AIS generates $240< of revenue on an annual basis serving patients out of multiple state-of-the-art facilities.Achievements included:• Responsible for building monthly revenue numbers for a company generating $300M+ in annual revenue.• Prepared all required reporting and led monthly Operations Review calls with senior leadership. • Responsible for building and delivering the Monthly Reporting Package to senior leadership and private equity sponsors.• Developed all reporting and analytics required for Revenue Cycle Management. • Created content and led monthly Financial Services calls focused on improving Revenue Cycle Management across the organization. Led follow-up efforts resulting in reducing DSO by over 10% and increasing collections rates by over 200 basis points (~$4M in additional collections.)

Great Northern Advisory is a financial advisory firm who provides a unique perspective on your business. Drawing on a combination of our consulting, public accounting and operational experience, we have highly skilled professionals to guide clients through transition and help achieve their goals. We partner with our clients and support the entire finance function including Accounting, Financial Planning & Analysis, Mergers & Acquisitions and Performance Improvement.

Riveron is a unique financial consulting firm serving middle-market private equity funds, mezzanine and senior lenders, family offices, and public and private companies. Our mission is to help clients maximize the value of both strategic and financial transactions throughout the business transaction life cycle—from acquisition through integration, operations, and divestiture.Over the 8 years I was at Riveron I was promoted from Manager to Sr. Manager, Principal, and finally to Director. Achievements included:• Served as a leader in the Business Advisory practice, helping to grow the practice from two people and less than $500,000 in revenue to over 40 people generating $5,000,000 while serving clients world-wide.• Subject Matter Expert for all FP&A work related to reporting, modeling, analysis, and corporate strategy.• Managed multiple projects each year generating over $1,000,000 in annual revenue. • Responsible for scoping, solution design, development and delivery for a wide variety of projects.• Responsible for project teams of up to 20 people and often managed several projects concurrently.• Deep experience in a wide variety of industries including heavy manufacturing, health care, chemical manufacturing, energy, food manufacturing, insurance, portfolio management, SaaS, oil field services and technology. • Led the development of internal training efforts related to Business Advisory, and additionally developed and delivered training program for employees deemed to be the future leaders of the company.

HealthMarkets Insurance Agency is one of the largest independent health insurance agencies in the United States and is licensed to market and sell health insurance in all 50 states and the District of Columbia. HealthMarkets distributes health, Medicare, life and supplemental insurance products from more than 200 insurance companies with thousands of plans available nationwide to individuals and families, seniors, small business owners and their employees. Achievements include:• Project Team Lead for two projects for the launch of a new subsidiary- development of a new web portal and the development of a new reporting package.o Web Portal Project - Responsible for a team of 10 developers who created and deployed a new web portal serving over 2,000 salespeople against a very aggressive schedule with complicated and changing requirements. Project was delivered on time and under the $1.2M budget. o Reporting Package Project – Responsible for a 8 person team that created a new series of reports covering all aspects of the organization, resulting in taking over 400 reports from legacy companies and consolidating into 30+ reports increasing the clarity, focus and accuracy of the reporting package while reducing IT's support workload.• Developed and implemented sales forecasting tools used by over 120 sales Regions and Districts to predict over $1B in premium sales. Instructed the sales force on how to use the tool, how to build a forecast, and the importance of tracking actual numbers against forecasted results.• Developed models and reporting as part of a Corporate Strategy group used to suggest new initiatives, support initiatives in progress and measure initiative results against projections. Modeling included cash flow, product pricing, and ROI analysis.

With 60+ facilities across the 48 contiguous states and nearly 4 million sq. ft. of warehouse distribution space, Greatwide is one of the leading providers of truckload transportation and warehouse/distribution services. Achievements include:• Served as Senior Analyst in both FP&A and M&A roles.• Built budget and forecasts for a $300M division, with forecasts consistently achieving accuracy within 5% of actual results.• Served on the Corporate Development team pursuing acquisitions ranging in size from $10M to $200M.• Developed a valuation model used to evaluate all potential acquisitions utilizing a variety of valuation techniques and metrics including DCF, multiple based valuation, market comparisons and IRR.

Marriott International, Inc. is based in Bethesda, Maryland, USA, and encompasses a portfolio of more than 7,300 properties in 30 leading hotel brands spanning 134 countries and territories. Achievements include:• Served as Analyst for Marriott’s West region, covering 232 managed properties and $1.8B of revenue in the Western United States. Duties included trend analysis, benchmarking, cost analysis and competitive analysis. • Created and maintained consolidating budget analysis tools for use in the West region budgeting process. Tools were later adopted by all domestic Marriott regional offices.• Developed new monthly reporting package used in the Western region. Reporting package covered financial results, as well as metrics related to all functional areas at the regional headquarters.• Streamlined and automated monthly reporting process that reduced the time necessary to generate these reports by half.• Prepared regional CFO’s presentations and back-up information for quarterly analyst calls.• Implemented changes and expanded scope of marketing activities to include trend analysis and business intelligence. New tools were used to better allocate multi-million dollar regional marketing budget.

Audited regional hotel marketing plans for accuracy and effectiveness.Recommended changes to better position Marriott hotels in the internet marketplace.Implemented changes and expanded scope of marketing activities to include trend analysis and business intelligence. New tools were used to better allocate multi-million dollar regional marketing budget.