• Provide strategic financial advice to construction client throughout M&A deal process, conducting DCF, comps and accretion / dilution analysis, evaluating potential synergies on their acquisition of a competing cement companyProvide strategic financial advice to over 180 manufacturing, construction and real estate clients throughout M&A deal process • Assist accounting with month end close process by reconciling AR to detect billing discrepancies and automating workflow• Automated… Show more • Provide strategic financial advice to construction client throughout M&A deal process, conducting DCF, comps and accretion / dilution analysis, evaluating potential synergies on their acquisition of a competing cement companyProvide strategic financial advice to over 180 manufacturing, construction and real estate clients throughout M&A deal process • Assist accounting with month end close process by reconciling AR to detect billing discrepancies and automating workflow• Automated and standardized monthly WIP schedule, optimizing cash flow management and improving under billings by 25%• Update and implement KPI’s such as DSO, DPO and debt service ratios, strengthening adherence to financial covenants and resulting in a 40% increase in cash flow• Manage team of 10 professionals including AR and AP analysts, Sales Manager, and Accounting Manager, improving forecasting accuracy by 15% and contributing to a 35% reduction in overdue accounts• Perform comprehensive cost variance analysis for medical diagnostics company on the construction of their state of the art R&D facility, analyzing budget vs. actual expenditures, optimizing financial performance and project profitabilitySelect transaction experience: -Provided strategic financial advice to construction client throughout M&A deal process on their $2 Billion acquisition of a competitor-Successfully facilitated the acquisition of Altec by BB, accelerating their market share in Artificial Intelligence. Show less

Member of the Board of Advisors, UC Riverside Tranformational Leadership Program

• Full P&L responsibility for $60 million annual budget for private equity backed dealership• Build models to assist supply chain manager with monthly inventory demand forecasting• Perform variance analysis on quarterly budget, headcount and inventory to prevent future supply chain disruption• Implemented Regression Analysis on used motorcycles bought at auction to estimate wholesale and retail value, and optimal cost, increasing working capital by 40% in year one• Develop… Show more • Full P&L responsibility for $60 million annual budget for private equity backed dealership• Build models to assist supply chain manager with monthly inventory demand forecasting• Perform variance analysis on quarterly budget, headcount and inventory to prevent future supply chain disruption• Implemented Regression Analysis on used motorcycles bought at auction to estimate wholesale and retail value, and optimal cost, increasing working capital by 40% in year one• Develop monthly reports and maintained KPI’s on data like sales discounts, product category-level revenue and gross margin• Analyze revenue, inventory and margin to understand what products were driving bottom line growth, resulting in a 33% increase in sales of inventory and 24% decrease in annual operating costs• Improve cash flow management to achieve reduction in outstanding AR which led to a 19% increase in cash reserves• Analyze customer churn and optimal customer profile, implementing a Total Rewards Program and increasing customer lifetime value Show less

Provide FP&A and Financial and Statistical consulting services to the entertainment industry:Acknowledged in the textbook "Human and Mediated Communication Around the World: A Comprehensive Review and Analysis" by Marieke De Mooij (published by Springer 2013, ISBN: 978-3-319-01249-0), for our pioneering statistical research on the connection between motion picture revenue and preference for genre across different countries.

• Assisted FP&A Director, CFO and team preparing quarterly earnings releases• Supported Director of FP&A on analyzing P&L statements to project budget needs• Managed FP&A team in preparing annual budget and monthly forecast • Performed monthly variance analysis of financial results to understand drivers and operational impacts• Communicated and presented business goals, tech requirements and milestones to the team• Cut costs by 15% after analyzing internal processes and… Show more • Assisted FP&A Director, CFO and team preparing quarterly earnings releases• Supported Director of FP&A on analyzing P&L statements to project budget needs• Managed FP&A team in preparing annual budget and monthly forecast • Performed monthly variance analysis of financial results to understand drivers and operational impacts• Communicated and presented business goals, tech requirements and milestones to the team• Cut costs by 15% after analyzing internal processes and automating them• Partnered with Operations and Accounting teams to improve the financial planning process• Performed ad hoc analysis to improve operational performance and adjust KPIs• Greenlight Division Special Project: Automating and implementing internal software to predict what countries represented the optimal profitability by genre, actor and storyline, increasing foreign revenue by 40% Show less

• Full P&L responsibility for $100 million budget over 3 years• Built monthly model to analyze headcount and payroll for private equity backed SaaS technology firm’s 30 employees• Identified M&A partners based on financial models including synergy analysis and accretion / dilution analysis, which were presented to Executive Management• Built financial models to uncover and predict optimal Global profitability for old and new film slate, which included finding distribution partners… Show more • Full P&L responsibility for $100 million budget over 3 years• Built monthly model to analyze headcount and payroll for private equity backed SaaS technology firm’s 30 employees• Identified M&A partners based on financial models including synergy analysis and accretion / dilution analysis, which were presented to Executive Management• Built financial models to uncover and predict optimal Global profitability for old and new film slate, which included finding distribution partners, communicated this to Executive Management and then led the resultant negotiations along with General Counsel Show less

• Fueled annual revenue growth from $5 million to $30 million by growing partnership channels and resultant customer base• Ran financial forecasts and communicated with FP&A team to project revenue to secure financing

Responsible for selling disability, life and health insurance, 401(K), IRA, 457(F), annuity and pension plans to doctors and small business owners.

Provided high quality retirement and financial counseling services.•Responsible for communicating details of TIAA-CREF loans and investments to individual and institutional participants, placing in the top 3 for sales leaders.

•Marketed literary projects, administered and audited commissions, managed two employees and a roster of writers.•Packaged and marketed specific client projects including “Two Birds” with Donald Petrie attached to direct, and “Cheapo” with Joel Zwick attached to direct and sell to appropriate studios and financiers.

•Serviced clients by coordinating Studio requests and directing assignments.

•Coordinated and edited all aspects of getting the show produced on a daily noon deadline.