Advising SMB service companies on finance, operations, and strategy• Working with a $4m remediation business to clean up its finances and plan out a 3-year growth strategy• Advising a $10m HVAC / plumbing company on accounting structure, margin analysis, and cost issues• Consulting with a group of entrepreneurs on acquiring $20m of residential landscaping companies in a vertical roll-up

Responsible for all Finance operations (budgets, analysis, reporting, PMI, etc.). Some of my accomplishments are:• Designed the annual budget and 5-year planning processes for the OpCo and subsidiaries, including CapEx planning, operating company budget, acquisitions forecast, and debt management to reach EBITDA and revenue targets• Worked with presidents and controllers to evaluate monthly finance packages, including budget variances, margin analyses, EBITDA, etc. to uncover problems in follow-on sales, OpEx issues and potential opportunities for improvement• Led a financial software analysis to determine the optimal tech stack, including timeline and resource requirements• Advised company presidents on operational initiatives aimed to reduce costs YoY by 30%

Responsible for the FPA function (budget, forecast, analysis, reporting, etc.). Some of my accomplishments are listed below:• Improved financial review process, improving transparency and leading to tactical discussion around cost-management, resource utilization, GM, EBITDA, and other financial KPIs• Re-designed the annual budget and long-range planning process, including the stakeholder buy-in and drivers’ analyses • Worked with the CTO to build a headcount forecast tool to manage $10m of third-party resources for increased accuracy• Developed pain-point analysis approach and road-mapped 25+ finance processes improvement initiatives to reduce forecast steps, increase transparency, and respond to ad hoc departmental finance requests• Prepared monthly financial results memorandum for the Board and other executives

Finance process and systems transformation SME enabling front and back-end functions to operate more efficiently and effectively. Managed a Finance PMO team to integrate previous acquisitions, improve finance processes, and improve both Controller and FPA capabilities within the organization.

Finance Transformation Manager specializing in FP&A and Corporate Strategy issues related to reporting, forecasting, and planning for Fortune 100 clients. Leading teams to:• Engagement Manager for $20B Fortune 500 Tech Company merger, overseeing implementation of a Cloud reporting solution for three subsidiaries post Day 1, leading to faster and more dynamic reporting capabilities. Aligned consolidation, planning, and reporting activities across subsidiaries to enable reporting as a single entity post Day 1• Workstream lead for sales forecasting process improvement initiative at a Tech Company. Worked with Finance and business unit teams to identify forecasting process drivers, pain points, and system issues to redesign the process and help the business unit improve sales forecast by 30%• Accounting Lead for a Pre-Day1 $85B international merger, helping the client to align global accounting processes and prepare IT systems to navigate data for Day 1 forecasting and reporting across Finance, Accounting, Treasury, and Tax • Client Engagement Lead for $10B Consumer Product Company, overseeing implementation of a Finance RPA pilot and operating model. Managed a global robotic process improvement and governance program evaluating 100+ processes, enabling Finance to identify 10k+ of hours for automation and process improvement

Finance Consultant specializing in op model and finance transformation opportunities. Lead workstreams to:• Lead the Finance Integration workstream to incorporate two Tech FP&A organizations post day 1, detailing future state reporting and planning processes for a combined $30B entity • Lead stakeholders to design best in class close, reporting, and forecasting future state processes for a subsidiary spin-off of a $20B tech company • Improve payroll accuracy and timeliness and move operations to a shared service center approach for a regional utility• Streamline Finance and Treasury operations post day 1 in a Fortune 100 Life Science company, reducing the number of banking operations by 30% and consolidating reporting processes • Project Managed Finance systems Go-Live across 6 workstreams, including detailing cost and project timeline variances

• Create and execute Constellation’s $20M public sector strategy to sell multiproduct energy solutions to state verticals such as transportation, healthcare, education, housing, government, and corrections• Improve pipeline accuracy 50% and increase coverage of state verticals by 30% managing a team of four salespeople directly and 20 indirectly to sell multiproduct solutions across 30+ states • Develop public / private partnerships and other team-based projects by leveraging multi-product solutions and capabilities • Provide analytics for Directors and Vice Presidents based on sales pipelines, product trends, and product win-rates to identify strategic opportunities

• Served as the Credit Coordinator to BG&E’s electricity auctions, evaluating the credit-worthiness of potential electricity suppliers for BG&E’s 1.6 million customers. Monitored mark-to-market commodity exposure and mitigated risk by negotiating guarantees, letters of credit, and financial service agreements • Managed BG&E’s short-term cash forecasting. Projects included increasing forecast accuracy by improving relationships with tax, FP&A, electric supply, etc. and creating a complex financial model to facilitate administration of a $250M commercial paper program • Provided ad hoc analyses on financial risks such as the impact of commodity exposure, regulatory constraints, and market volatility on net available liquidity • Reformulated the variance analysis of a $120M utility-wide customer service implementation project that was used to renegotiate labor contracts for increased savings• Developed framework to monitor and proactively identify hedging risk in the PJM network in accordance with FERC Order 741

• Analyzed seven emerging market business-development loan applications ranging from $5 - 40M Sensitized variables and evaluated market conditions to determine project viability in natural gas distribution, education, and warehousing sectors• Conducted due diligence and advised project sponsor on financing package for a $30M coal- mine methane gas project in the Republic of Georgia that resulted in funding of the project• Evaluated potential impact of Solvency II insurance standard changes on financial statements of a $30 MM loan to a private insurance company in Afghanistan • Drafted four loan evaluation papers for credit committee review of $80M in project financing leading to the approval of two loan requests

• Developed partnership between Best Buy and appliance manufacturer LG that led to incorporation of the ENERGY STAR Program in campaigns, web sites, and store events• Provided ENERGY STAR Program support for more than 50 utilities in 12 Midwestern states, increasing the number of active utilities in the region 75%• Authored the D&R Midwest Energy-Efficiency Strategy, an evaluation of energy-efficiency trends in a $240M utility market, which was incorporated in the D&R national marketing strategy• Analyzed energy-efficient products, such as tankless water heaters, to determine incorporation into the ENERGY STAR Program based on costs, revenues, and long-term market potential

• Implemented over 100 agribusiness assignments to improve operations of local farms and cooperatives in Eastern Europe including Moldova and Ukraine• Managed a team of consultants to reduce energy costs 50% on an apple cooperative in Moldova through an efficient, low-cost heating method• Advised five vegetable cooperatives in Ukraine to reduce overhead costs 20% and increase sales 25% by improving transportation and vegetable growing conditions• Generated analysis of the Republic of Georgia’s tea industry for a $15M agribusiness RFP, resulting in Millennium Challenge Corporation project funding