• Revamped and automated annual budget, 3-year projections, and quarterly reforecast. Streamlined manager input and error-checking templates for 25 departments. Prepared Board presentation materials. • Incorporated 10% workforce reduction, consolidated departments, reallocated shared services based on measured usage.

Award-winning brown spirits distillery and immersive entertainment venue. Lost Spirits is a world renowned distillery that also houses an elaborate tour & show business and fine dining experience.• Developed long range business plan, growth and expansion scenarios, and annual budgets. Evaluated private equity and structured debt financing alternatives.• Identified operational cost improvement opportunities of 25-30%.• Executed $2.3 million Regulation CF stock issuance.

Representative Clients:• AccentCare, Inc. – $450 million private equity-owned home healthcare provider.• Fisker Automotive – Luxury hybrid automaker.• Health Essentials, LLC – $80 million post-acute and hospice healthcare provider.• iViu Technologies – Tech start-up in location-based mobile marketing for retailers.• Quiksilver / DC Shoes – $1.8 billion action sports apparel & footwear producer.• Twist Bioscience – Publicly traded biotech company specializing in DNA synthesis.• VIZIO, Inc. – $3 billion HDTV, home audio and consumer electronics producer.• Western Dental – Private equity-owned dental service organization with over 200 practices in the Western U.S.• William Lyon Homes, Inc. – Publicly traded home builder throughout the Western U.S.Representative assignments:• Built bottom-up 5-year plan for Sales, Marketing and Design departments. • Redesigned 5-year plan to incorporate pending acquisition and refine working capital assumptions.• Built re-forecast model to evaluate operational unit performance by site and business segment, as well as overhead control. Distinguished direct from indirect costs. • Integrated post-acquisition divisional budgets while migrating accounting systems and realigning chart of accounts. • Created revenue model, 6-month cash forecast, and variance analysis templates.• Reduced quarterly inventory cycle count time by 45% and recovered missing inventory. Created inventory management process for prototypes and newly launched products.• Analyzed shipment turnaround times and value to determine optimal order review interval in supply chain assignment.• Ensured on-time delivery of new season product samples to sales team by reengineering processes across Sales, Marketing and Operations. Resolved SAP conversion issues and reined in last minute product line changes. • Developed competitive benchmarking analysis to determine market positioning and identify areas for improvement.

Real estate advisory company specializing in CMBS loan modifications, restructures and assumptions.• Underwrote distressed properties, performing valuations through sales comparison and income approach analysis.• Analyzed complex loan scenarios to determine feasibility of transactions.• Prepared loan restructure proposals as a borrower advocate for presentation to special servicers, including extensions, modified payment structures, A/B notes, discounted payoffs, and note sales.

Managed national lease portfolio, drove savings through contract negotiations and process improvement, approved new clinic development, and led various special projects.• Led cross-company team of 6 to produce $21 million in savings and $1.1 million fee income through early renegotiation initiative, with a 55% success rate, surpassing goals and expectations.• Oversaw operations/capital allocation committee meetings to approve all new dialysis center development.• Revealed increasing revenue erosion at existing clinics by new centers via data-intensive patient-level analysis.• Guided DeNovo analytical model redesign to improve strategic and competitive data capture, scenario analysis, and user-friendliness for Field Operations.• Managed portfolio of 1,700 leases nationwide, requiring close collaboration with Field Operations.• Spearheaded program to facilitate physician fractional ownership and development of DaVita-leased properties. • Implemented processes to ensure critical information transfer between Legal, Accounting, and Real Estate departments.

Management consulting firm which develops financial models to support operational and strategic decisions.• Served clients spanning retail and consumer goods, telecom, accounting software, IT storage and networking, international banking, and process chemicals. • Designed and implemented sophisticated financial and operating models of manufacturing and distribution firms to facilitate budgeting, forecasting, and what-if analysis. • Created operating model and budget template for a multi-divisional catalog & internet retailer of lifestyle, electronic & home automation products.• Participated in acquisition due diligence and valuation of a national portfolio of 5,500 cellular towers.

Commercial real estate advisory firm. • Drove $6 million in purchase price reductions in the acquisition of government-leased properties. Negotiations hinged on thorough due diligence, risk assessment and financial analysis.• Launched the finance arm of a boutique investment brokerage firm specializing in shopping centers, leveraging existing pipeline, client relationships, and operations – achieved breakeven operating rate in 4 months.

Commercial real estate investment bank which makes principal investments and provides advisory services. Positions: Sales, Marketing & Operations, Investment Management.Vice President - Investment Management (2002-2003)Led due diligence, legal negotiation, closing, asset management and financial reporting of equity and mezzanine debt investments in value-added commercial real estate projects. • Executed the firms's tow largest shopping center investments.• Completed legally complex transaction in a record 28 days.• Resolved conflicts between multiple parties to close transactions within tight deadlines. • Generated repeat business by fostering strong relationships with clients. Vice President - Marketing & Operations (1999 – 2002)Oversaw marketing, operations, financial controls, human resources, and corporate affairs.• Developed proprietary capital markets database, reducing time to identify capital sources by approximately 50%. • Improved product line, divisional, and regional profitability analysis.• Led marketing, advertising, and public relations efforts including press releases, corporate brochure design, direct mail, website design, and marketing database consolidation. • Reduced major purchasing costs by 10-30%.Director – Business Development, San Francisco, CA (1996 – 1999)Marketed the firm’s loans, equity, and financial advisory services directly to developers and property owners, through cold calls and referrals.• Received Chairman’s Club Award for exceeding sales target by 27%. • Sourced, structured and placed $157 million in debt and equity financing for the construction, acquisition, and refinancing of retail, hotel, office, industrial, and self-storage properties.

Supply chain and manufacturing improvements for Fortune 500 clients.• Balanced inventories, stabilized production environment, increased throughput by 22%, and improved customer service levels at a major consumer packaged foods manufacturer. Developed planning and scheduling processes and analyzed forecast accuracy and equipment maintenance practices.• Identified 15-20% savings in warehousing and transportation costs for the same client through warehouse location reduction and shipment consolidation.• Persuaded a leading medical supplies manufacturer not to move production to Mexico despite potential 2%-4% savings because detailed competitive manufacturing cost analysis revealed the rival’s use of bundled pricing on proprietary items to subsidize 10%-15% lower prices on commodity products.