We create an environment where engaged minds and subject matter experts work creatively and collaboratively to drive results. We welcome you to join us as client or colleague – roll-up your sleeves, fall in love with solving challenges, and turn ideas into action.Along with being a senior finance consultant I also recruit, interview, and drive growth for the Financial Insights capability for the firm. I am also an Account Manager responsible for meeting monthly with 10 consultants to ensure adequate project scope and work are being met by both consultant and client, that all legal documentation and payments are up to date, and that everyone is pleased with the experience.

Working across the $100 million Digital Experience Transformation team to streamline the finance process, which involves: creating resource tracking models, weekly and monthly financial review presentations, completing the month close process, SOX and R&D Audits, and monthly forecasts.

We harness the power of capital markets to drive sustainability. We invest in businesses interested in understanding and improving their environmental and social footprint – placing sustainability performance alongside financial performance. As sustainability metrics improve over time, we lower the interest rate on the loan.

• Successfully planned and budgeted ($400 under budget) for a trip around the world, visiting 14 countries over 12 months while maintaining a blog about the adventures -http://twoandfrowego.wordpress.com

• Managed a primary and secondary leveraged loan portfolio, growing it from $200 million to $2.6 billion while adding 60 plus new companies to the portfolio over four years• Developed portfolio guidelines, templates and a complex Excel model to track the numerous statistics for all 90 customers on an individual and combined basis • Underwrote and presented new deal opportunities for the portfolio by completing capital structure analysis, historical financial analysis, forecasting and sensitivity modeling. • Prepared and marketed confidential information memorandums and lender presentations for various multimillion dollar merger and acquisition deals led by Fifth Third Bank’s Syndication team • Worked with commercial bankers throughout Fifth Third Bank to develop, model, and prepare new deal opportunities• Presented 5 to 10 monthly portfolio reviews to Senior Management, analyzing changing business dynamics and risk profiles, in return keeping total losses on the initial portfolio investment to 0.15%.

Participated in the Fifth Third Bank Commercial Associate Program from 2008 - 2009, and then graduated from the program early to permanently join Syndications. Syndications Analyst • Constructed a compliance coverage model for the held for investment loan portfolios • Modeled and analyzed deals received from investment banks and equity sponsors • Wrote and distributed a monthly Loan Market Overview to the entire commercial bank Credit Analyst – Florida • Produced and executed numerous renewal and change-in-terms documents for broken real estate deals in Florida • Created Excel templates and models to better monitor cash flows and net worth of distressed real estate borrowers • Participated in a financial audit of the entire Tampa, Florida, real estate portfolio to determine potential losses Special Assets Group – Loan Sales • Organized a detailed list of distressed held for sale loans for marketing purposes• Set up meetings with investment companies to market a range of assets based on the buyers’ needs• Documented distressed asset sales and organized the necessary legal documents