https://frontwavearena.com/

Contributed advice and guidance to Jump Start Finance management team regarding company's capital strategy

Successfully completed the merger of ALS Resolvion and Del Mar Recovery Solutions with two private equity (PE) owners forming a leader in its industry serving consumer and commercial lenders. Oversaw all accounting, finance, and human resources functions. Managed 4 direct reports and direct staff of over 30 employees including Billing, Accounting, Finance, and HR departments.

Del Mar Recovery Solutions has been private equity-owned since 2016 and is a financial services company focusing on collateral management / asset recovery for the largest consumer auto finance lenders across the United States.Oversaw all accounting, finance, HR, and IT functions.

NCA is a privately-owned specialty financial services company focusing on debt buying, skip tracing, and recovery. Reported to the COO and worked closely with the CEO and Board of Directors.

RSIEH is a privately-held financial services company, law firm, and legal network, focusing on legal debt recovery. Reported to the CEO and presented to the Advisory Board. Directed staff of 15 responsible for all accounting, finance, and human resources functions including budgeting, general ledger, insurance, payment processing, and treasury.Trained and developed the Controller and Accounting Supervisor in new areas of expertise.Managed the Payment Processing Supervisor and improved payment processing efficiency.Developed financial controls and written financial procedures.Led improvements in electronic check approval and printing processes.Renegotiated line of credit.Collaborated with Human Resources to transition from a fully-insured to a self-insured health and welfare plan.Managed enterprise risks by reviewing and implementing insurance policies.

Encore Capital Group is a publicly traded specialty financial services company focusing on debt buying and recovery. Reported to the CFO and worked closely with the CEO and Board of Directors. Managed 5 direct reports and was responsible for all functions related to Board presentations, cash management, corporate finance, equity administration, financial planning, foreign exchange, insurance, investor relations, and treasury.Successfully negotiated $410.5 million line of credit with an accordion feature and favorable covenants. Completed 10 amendments to various credit agreements.Led $50 million private placement and subsequently completed $25 million follow-on.Managed and optimized interactions with syndicate banks including all commercial and investment banking relationships.Successfully managed 4 annual budget cycles and 3 reforecasts. Supervised monthly budget review process of departmental dashboards and executive summaries.Repurchased $100 million in convertible notes.Successfully coordinated 4 Annual Investor Days in New York City. Actively drafted all external corporate communications, conference call scripts, and investor presentations. Regularly interacted with institutional investors, equity research analysts, and other capital market participants.Reviewed and contributed to SEC filings including any 10-K, 10-Q, 8-K, Form 4, or DEF14A.

Loop Capital Markets is a privately-held boutique investment bank. Responsible for equity research coverage of the Communication Equipment and Semiconductor sectors.Wrote initiating coverage reports, company notes, and earnings updates that were distributed to clients and the investment community.Designed complex financial models.Received votes for the 2004 All-American Research Team in both Semiconductors and Telecom Equipment/Wireless by Institutional Investor magazine.

Responsible for equity research coverage of the Data Storage sector.Analyzed financial reports to project future growth rates, earnings, and stock valuations.Researched industry trends and competitive landscape to identify key business measures.

Developed financial analysis package for spin-off of Agilent Technologies.

Prior to acquisition by Dell, IPO team member responsible for certain S-1 financial and road show documents.Participated in special projects including due diligence and integration of business acquisitions and the structure of a joint venture.

Participated in all aspects of audit engagements including planning, budgeting, fieldwork, and report issuance.