M&A Advisory

Supported the spin-off of a Fortune 50, multinational conglomerate company with revenues in excess of $74B.

Financial management officer of a 2000 personnel logistics organization, overseeing the programming, management, and execution of the fiscal year (FY) budget using appropriated funds from the U.S. Treasury. • Identified funding shortfalls by evaluating cyclical Business Intelligence (BI) and Enterprise Resource Planning (ERP) reports, freeing up $7.5M of additional funding to procure mission-essential requirements in FY20.• Established budgetary controls to prevent excess spending and… Show more Financial management officer of a 2000 personnel logistics organization, overseeing the programming, management, and execution of the fiscal year (FY) budget using appropriated funds from the U.S. Treasury. • Identified funding shortfalls by evaluating cyclical Business Intelligence (BI) and Enterprise Resource Planning (ERP) reports, freeing up $7.5M of additional funding to procure mission-essential requirements in FY20.• Established budgetary controls to prevent excess spending and to operate within the constraints of a monthly allotment; maintained a 5% margin of error and recognized as the best of five financially managed units on the installation.• Restructured defense travel processes by standing up a travel team to forecast funding requirements and reduce travel costs; resulted in cost savings of $120K annually and opened up funding for other critical requirements. • Managed over 2,000 Citi Bank Commercial Card accounts as the Agency Program Coordinator; streamlined the debt management processes, resulting in a debt reduction of 75% in FY20 amounting to more than $90K in savings. Show less

Second in command of a Cavalry Troop, overseeing 6 direct reports with a staff of 25 - responsible for resource management, operations, welfare, and administration readiness of 120 personnel to rapidly deploy worldwide.• Streamlined supply chain processes and improved the operational readiness of vehicles and property valued at over $73M from 70% to over 90% in a nine-month period; rated top 20% of peers. • Coordinated and oversaw the logistical support of the 120 personnel unit across… Show more Second in command of a Cavalry Troop, overseeing 6 direct reports with a staff of 25 - responsible for resource management, operations, welfare, and administration readiness of 120 personnel to rapidly deploy worldwide.• Streamlined supply chain processes and improved the operational readiness of vehicles and property valued at over $73M from 70% to over 90% in a nine-month period; rated top 20% of peers. • Coordinated and oversaw the logistical support of the 120 personnel unit across four NATO countries in the European region, saving unit $1.5M in intra-theatre shipping costs by consolidating shipments to improve efficiency. • Enhanced the supply program by focusing efforts to requisition supplies from excess stockpiles on the installation; reduced order lead times and resulted in a supply shortage decrease from $320K to $25K in less than 6 months.• Designed monthly schedules to inventory more than 200 unique accountable items; enabled the unit to conduct four operational relocations across Eastern Europe with 100% accountability of assigned vehicles and equipment. Show less

Responsible for the administration, operations, training, and welfare of 25 Personnel.• Supervised the execution of more than 100 operational missions in a 24-month period and consistently qualified teams above the standard on vehicle gunnery to achieve top platoon in the unit #1 of 9; rated top 20% of peers.• Designed a leadership development program to grow, shape, and develop future leaders, resulting in eight soldiers promoting ahead of peers; recognized by unit for having the… Show more Responsible for the administration, operations, training, and welfare of 25 Personnel.• Supervised the execution of more than 100 operational missions in a 24-month period and consistently qualified teams above the standard on vehicle gunnery to achieve top platoon in the unit #1 of 9; rated top 20% of peers.• Designed a leadership development program to grow, shape, and develop future leaders, resulting in eight soldiers promoting ahead of peers; recognized by unit for having the strongest personnel retention rate.• Coordinated the packing and movement of over 200 accountable items to and from the National Training Center, CA; resulted in unit’s validation to deploy in support of military operations in the European theatre. • Restructured the supply accountability process for over $21M of assigned vehicles, equipment, and associated items, resulting in no lost items throughout time in position. Show less