Head of Global Financial Planning and Analysis (FP&A), Treasury, Capital Markets, Risk Management, and Data Analytics functions at a S&P 500 diversified technology company with >$5 billion in sales and an enterprise value >$20 billion. Significant Executive Leadership Team, Audit Committee, and Board of Director engagement.

Promoted to lead the operations and strategic direction of the global treasury function overseeing all aspects of capital structure, capital market relationships, liquidity oversight, cash forecasting, working capital, insurance, and risk management. Direct a 12 person global team and develop future leaders for the organization. Drive strategic initiatives for profitable growth, while maintaining strong controls.

Led all financial aspects of forecasting, budgeting, and long-range strategic planning. Key partner to CFO on valuation analysis, investment and/or cost reduction targeting, as well as the development of monthly and quarterly Board and Executive Leadership Team (ELT) updates. Led financial scenario planning during COVID-19 downturn with weekly ELT sessions.

Board member of a captive insurance company comprised of >200 shareholders with >$350 million in total assets and >$150 million in annualized premium. http://summitinsuranceltd.com/

Promoted to lead all aspects of operational financial planning, commercial finance, forecasting, and management reporting at Signode Industrial Group, a private-equity owned diversified industrial company with >$2 billion revenue (formerly a segment of ITW). Directed, developed, and coached an international team of 6 direct reports, including those who managed others. Partnered with The Carlyle Group for 3 years, which led to a successful $3.9B sale of the business to Crown Holdings.

Promoted, while at ITW, to establish the financial reporting and the accounting close process at a newly created stand-alone company in advance of the sale of the Industrial Packaging segment to The Carlyle Group. Hired, led, and developed a team of 4 direct reports. Prepared quarterly accounting and regulatory update presentations for the Carlyle Group. Partnered with the CFO on strategic initiatives around working capital optimization and earnings improvement.

Supported the preparation of SEC financial statement filings and public disclosures at ITW, a global Fortune 200 public company with >$17B billion in sales and an enterprise value >$40 billion. Managed complex technical accounting areas, including acquisition accounting ($1B+ in deals/annually) and oversight of restructuring initiatives ($50M+ annually). Deep M&A experience. Managed a team of Chinese accountants during the purchase of an emerging markets food equipment manufacturer.

Finance rotation program: gained experience in HQ Finance, Business Unit FP&A, Internal Audit, and Supply Chain Finance. Left Company to pursue an opportunity closer to downtown Chicago upon acceptance into the University of Chicago Booth School of Business.