• Manage a $1.4B portfolio of healthcare focused real estate (bridge to HUD) and asset-based (revolver) financings ranging from $5MM to $100MM in committed capital• Develop and present quarterly portfolio-level reporting and updates to senior leadership• Healthcare liaison with various external and internal audit and regulatory bodies on a continuous basis to ensure adherence to credit policy, adherence to internal documentation processes and procedures, and timely responsiveness to… Show more • Manage a $1.4B portfolio of healthcare focused real estate (bridge to HUD) and asset-based (revolver) financings ranging from $5MM to $100MM in committed capital• Develop and present quarterly portfolio-level reporting and updates to senior leadership• Healthcare liaison with various external and internal audit and regulatory bodies on a continuous basis to ensure adherence to credit policy, adherence to internal documentation processes and procedures, and timely responsiveness to data and information requests• Manage quarterly risk rating workstreams to ensure compliance with bank credit policy, regulatory and audit • Recruited, trained and managed a team of approximately 15 portfolio managers and analysts Show less

• Monitor financial, operational and covenant reporting for portfolio of healthcare-focused real estate and ABL financings to proactively identify potential credit issues and minimize credit losses• Structure, negotiate, and underwrite loan amendments and modifications, renewals/extensions; prepare and present internal credit memos for committee approval; coordinate with external counsel to document respective modifications• Complete quarterly risk ratings for assigned portfolio in… Show more • Monitor financial, operational and covenant reporting for portfolio of healthcare-focused real estate and ABL financings to proactively identify potential credit issues and minimize credit losses• Structure, negotiate, and underwrite loan amendments and modifications, renewals/extensions; prepare and present internal credit memos for committee approval; coordinate with external counsel to document respective modifications• Complete quarterly risk ratings for assigned portfolio in conjunction with portfolio analysts• Review and approve borrowing bases and draw requests for ABL revolver clients as well as engage third parties for annual audits; review significant findings and implemented appropriate changes to borrowing bases• Trained, developed, and mentored junior resources with respect to commercial lending best practices, healthcare industry specific topics, and general career progression Show less

Acquisitions | Capital Markets | Deals Strategy | Alliances | Crisis & Restructuring | DivestituresOperations and IT Due DiligenceIntegration & Separation Planning & SupportProject ManagementFinance Organization

Business Development | Credit Underwriting | Structuring & Negotiation | Portfolio Management• Invest on behalf of Prudential's balance sheet; have the ability to structure and invest throughout a company’s capital structure, from senior debt through common equity.• Focus on middle-market companies and management teams operating across the energy value chain, including gas and water utilities, oil and gas exploration and production, gathering, processing and… Show more Business Development | Credit Underwriting | Structuring & Negotiation | Portfolio Management• Invest on behalf of Prudential's balance sheet; have the ability to structure and invest throughout a company’s capital structure, from senior debt through common equity.• Focus on middle-market companies and management teams operating across the energy value chain, including gas and water utilities, oil and gas exploration and production, gathering, processing and transmission.• Responsible for marketing, originating and managing private placement and energy risk investments. • Develop relationships with management teams and financial intermediaries to educate them on Prudential Capital Group's investing capabilities. Show less

Acquisitions | Capital Markets | Deals Strategy | Alliances | Crisis & Restructuring | Divestitures• Managed several financial reporting integration projects for $3B acquisition by Fortune 100 Energy Services client • Developed acquisition integration best practices and facilitated accounting policy alignment and training, close process conversion to fiscal calendar, and intercompany billing policy migration

Portfolio Management | Valuation | Consulting• Managed portfolio valued at over $360M of investments in the healthcare, auto, and technology industries • Organized and led project assisting a $150M portfolio company in healthcare industry with refinement of percentage of completion revenue recognition policy, restatement of historical financial statements, and implementation of revised project cost estimation procedures enabling more accurate revenue recognition• Prepared and… Show more Portfolio Management | Valuation | Consulting• Managed portfolio valued at over $360M of investments in the healthcare, auto, and technology industries • Organized and led project assisting a $150M portfolio company in healthcare industry with refinement of percentage of completion revenue recognition policy, restatement of historical financial statements, and implementation of revised project cost estimation procedures enabling more accurate revenue recognition• Prepared and presented quarterly portfolio company valuations to senior management using industry standard valuation methodologies including discounted cash flow, comparable transaction and comparable public company analyses• Evaluated potential investments and acquisitions; planned comprehensive accounting due diligence on pre-investment and post-investment audit and consulting engagements to identify financial trends, potential revenue growth prospects and cost improvement opportunities Show less

Portfolio & Relationship Management • Developed detailed financial models for the cash flow (leveraged finance) loan portfolio used to evaluate actual borrower performance and identify borrowers with increased credit risk due to deteriorating performance• Communicated regularly with portfolio company controllers and financial officers to review financial trends and liquidity needs as well as evaluated changes in collateral and operational performance • Coordinated internal… Show more Portfolio & Relationship Management • Developed detailed financial models for the cash flow (leveraged finance) loan portfolio used to evaluate actual borrower performance and identify borrowers with increased credit risk due to deteriorating performance• Communicated regularly with portfolio company controllers and financial officers to review financial trends and liquidity needs as well as evaluated changes in collateral and operational performance • Coordinated internal approval process for credit facility amendments and restructures and negotiated amended terms Show less

Portfolio Management | Valuation• Analyzed borrower financial statements and covenant compliance, prepared quarterly portfolio company valuations and reviews, and actively participated in quarterly valuation meetings with senior management• Generated public and private M&A transaction data to provide portfolio valuation support

Public Big Four Audit | SEC | IPO• Audited client financial statements, documented client financial systems, performed transactional and functional tests on system’s internal controls, performed comparative analyses, and drafted management comments• Prepared initial public offering SEC registration documents (S-1) for a leading Contract Research Organization