Serve as U.S. technical lead on global financial performance improvement initiatives with a focus on debt financing, cash flow optimization, EBITDA improvement, and capital structuring. Advise clients across private equity firms and portfolio companies, retail, CPG, life sciences, financial services and digital technology on pre-acquisition due diligence and post-acquisition value chain alignment by originating transaction structuring ideas. Cultivate business relationships, originate transaction structuring ideas, and develop new business opportunities from proposal to strategy development and implementation. Supervise teams of Associates and Senior Associates across the U.S. and India, managing $3.1M in project revenue and shepherding consensus among stakeholders throughout the engagement lifecycle.

Conducted financial analyses, including debt capacity, profit split, cost-share and cost allocations, comparative financial benchmarking, and discounted cash flow and business enterprise valuation modeling for middle-market companies.

Consulted Fortune 500 companies on risk mitigation strategies by instituting key metrics and global pricing policies. Advised on intangibles valuation, cost allocation strategies, post-acquisition supply chain transformation, financial statement improvement, and global ETR reduction.

Performed industry research and competitive landscape analysis and evaluated financial performance metrics in support of pricing initiatives, pre-acquisition due diligence, and post-acquisition integration for Fortune 500 clients.

Advised on pricing management, promotions, payment processing, logistics integration, network design, and omnichannel experience.

Consulted retailers and mall operators on performance improvement initiatives by leveraging data insights from customer traffic, sales, and labor data.