Woolf Glass Works is a manufacturer of custom etched glass products for sale to businesses and retail clients. The core principle of Woolf Glass Works is client service, bringing a wealth of creativity and experience to bear to enhance our clients' brands. Products are made in Dallas, TX by Texans.

Developed and executed projects encompassing financial modeling, forecasting, systems development and integration, as well as merger & acquisition advisory.• Performed financial modeling, due diligence, and analysis for the acquisition of an Alabama based heavy duty commercial vehicle component remanufacturer.• Delivered 9-month engagement in development, and staff training an ERP implementation for a multi-location heavy duty commercial vehicle component retailer.• Performed financial modeling, operational plan, and site selection for a greenfield project in intermodal shipping chassis repair.• Created and conducted training in procedures for treasury, cash management, and payables for the Republic of the Marshall Islands.• Performed financial modeling, cash flow analysis, and due diligence for the acquisition of a retailer of heavy duty commercial vehicle components.• Performed financial modeling, due diligence, capital raise and analysis for the acquisition of a LTL shipping company.• Designed and implemented business process improvement for a large event management firm.• Multiple consulting engagements providing analysis of servicing accounting and cash management for institutional investors that own interest in captive regulated banks: Bread Financial (NYSE:BHF), Cabela’s (NYSE:CAB), Capital One Bank (NYSE:COF), Synchrony Financial (NYSE:SYF)• Performed regulatory due diligence for acquisition of an American bank by foreign acquirer.• Developed and integrated vendor utilization management database for U-Haul (NASD:UHAL).• Developed financial modeling, reporting, offering memorandum, and due diligence for a lifestyle magazine publisher.

Development and implementation of advanced financial analysis across the enterprise.

Developed enterprise funding forecast. Managed public debt ratings reviews with Standard & Poors and Fitch Ratings. Developed Oracle Essbase cube for reporting of Static Pool and other underwriting data. Supported development and go-live of Company’s implementation of Peoplesoft Deal financing module. Developed all supporting models and financial due diligence documentation for:  ADS July 2011 and May 2013 Corporate Credit Facilities totaling $4.3 Billion ADS March 2012 and November 2012 Corporate High Yield debt totaling $900 Million Comenity Bank’s 2013-B and 2014-A Public ABS bonds totaling $950 Million  Conduit Agreements for all 3 of ADS subsidiary Credit Card Trusts totaling over $1.6 Billion

Built and maintained Alliance Data Systems (“ADS”) 5 Year consolidated forecast models. Built and maintained ADS monthly executive reporting forecast. Developed Oracle Essbase cube for reporting of "breakage" metrics. Coordinated lines of business for annual budget process. Served as internal SME for advanced analytics across the enterprise.

Developed consolidated long term forecast for the Company using Hyperion Strategic Finance application. Developed and implemented Monte Carlo simulations in Oracle Crystal Ball software for analysis of loss rates in Retail Credit Services business unit. Developed advanced statistical modeling framework for forecasting "breakage" in Canadian business unit.

Performed financial modeling, forecasting and forensic accounting for economic stabilization projects. Performed strategic analysis for projects in metals, agriculture, renewable energy and financial services industries. Developed Key Performance Indicators and Business Intelligence Framework for financial services company in Iraq.

We specialize in capital raise, strategic advisory, M and A advisory and valuation for middle market firms in life science, branded consumer products, technology and renewable energy.

Managed Appraisal and Signing Services for Chase Home Finance, Texas Bank as well as Bank of America.