In this capacity, I consult with corporate clients on optimal financial planning and analysis, accounting, and finance functions to enhance internal operations and promote continuous process improvements.»Interim chief financial officer, leading financial operations, budgeting and financial planning and analysis functions for start-up organization with focus on expanding corporate market share, sales, and managing expenses. Led client through audit process to comply with regulatory filing requirements.»Managed multiple Strategic Initiatives / Finance projects for large Utility company, spanning all company functions including Finance, Operations, Regulatory and Legal teams. »Advised owner of $100mm revenue food ingredient business through successful sale process to private equity firm.»Consult with clients on optimal financial planning and analysis, accounting, and finance functions to enhance internal operations and promote continuous process improvements.»Evaluate earnings quality and practicability of corporate acquisition strategy to drive goals attainment.»Partnered with Private Equity firm and employed enhanced due diligence to effectively close two deals. »Assess investor relations functions and provide expert advice on presentations, daily talking points, press releases, earnings reporting, conference calls, and relationship management to improve connection quality and investor engagement.

During my tenure as Managing Director, I oversaw a four-member team in portfolio management operations including security analysis and selection, sector weighting, and risk management for two fund portfolios with $1.6B total assets under management (AUM).» To identify strategic investment opportunities that enhance fund performance, I analyzed multiple market sectors including business services, building products, staples, and consumer discretionary services.» At Epoch Investment Partners, I created models for financial statements, forecasts, and capital project growth projections to steer senior-level business planning functions and drive corporate progression. » In this capacity, I interfaced with corporate executives of companies under evaluation and portfolio companies to provide targeted recommendations that improved cash flow allocation, capital structure, and strategic initiative development. » My work strengthening relationships with investors and presenting funds to potential clients and consultants expanded the corporate reach and generated new business opportunities.

While working as Portfolio Manager, I oversaw a three-member team in analyzing, selecting, and managing investments in discretionary stocks across multiple portfolios with $2.8B combined AUM while implementing strategies to identify optimal investments and exceed portfolio goals. » I assessed analyst investment recommendations made by 15-person team and provided feedback on best practices and optimal investment strategies during shifting market conditions. » By developing financial plans, projection models, and forecasts for capital projects, I ensured corporate sustainability. » As a result of my work employing comprehensive due diligence functions by opening communication channels, providing tactical recommendations to corporate leadership, and analyzing all public findings, I enhanced capital structures and organizational growth. » I secured $300M in new assets by devising and presenting new client proposals to qualified leads and institutional clients that captured new business opportunities. » At Cramer Rosenthal McGlynn, I leveraged financial expertise and investment strategies to lead the fund to outperform its benchmark by year five of eight-year schedule.