Corporate finance and strategy executive offering a variety of services, including: Fractional CFO & Corporate Finance, Business Strategy & Due Diligence, New Ventures and Acquisitions, Corporate Strategic Planning, Integrations, and Financial and Operational Analytics.

Course: Financial NarrativesOverview: The premise is built around intentional reporting, that is, using data (financial, operational) to tell a purposeful and meaningful story. Traditional courses teach formulas, valuation methodologies, and then perhaps presentation skills separately. The idea for this course is to marry these two areas by asking students to evaluate and present data and information to an audience for different reasons or purposes.

Oversaw the management and execution of the organization’s most critical operational and strategic objectives and provided cross-functional leadership for the firm’s planning, administrative, and people functions. Owned and managed all financial, accounting, strategic planning, analytics, and HR processes and deliverables for the firm. Led initiatives focused on supporting the growth of all business verticals, including Investment, Real Estate Development, Design Services, and Financial Consulting. Supported operational aspects and investor relations for an internal GP fund.

Oversaw a portfolio of strategic investments for a start-up venture capital fund , including the research and due diligence processes, measurement and reporting packages, and day-to-day administration of both active and target investments within numerous industry verticals, including: Real estate, technology, professional services, decentralized finance and cryptocurrencies, and consumer packaged goods. Created and operationalizes frameworks for strategic investment decisions and risk management aspects of business investments, including valuation methodologies, payback and sensitivity analyses, financial statement assessments, and proforma modeling.

Led financial and operational analyses across multiple business functions to support key strategic decisions, including pricing structure changes, competitive & market analyses, acquisitions & valuations, and member experience initiatives. Directed strategic planning processes and measurement of corporate strategic initiatives and pilots across the organization with a focus on profitability and value to both the brand and club operations. Delivered regular reporting updates and recommendations to the executive team and BOD regarding strategic initiatives, competitive landscape & external opportunities, and functional pilots/tests.

Provided advanced operational as well as strategic, consultative support in the utilization of LMS (internal management system) models, tools, and methodologies in support of the organization's adoption of LMS principles. Primary focus was codifying and analyzing the impacts of the management system on the enterprise, including its people and bottom line. Secondary focus included analytical guidance regarding the measurement of progress and performance strategies of deployment teams embarking on the management system implementation based on Lean and Six Sigma methodologies. Further responsibilities included annual strategic and business planning, budget preparation and management, and financial/operational support of project management initiatives across the enterprise.

Provided analytical expertise and consultative support to internal functional groups embarking on a management system transformation at Liberty Mutual. This included the creation and strategic implementation of reporting packages for senior executives, design of reporting best practices, and guidance toward analytical expertise through the lens of the management system. Specific implementations included strategic roadmaps, ROI analyses, operational performance objective setting, and benefits tracking of management system deployments.

Responsible for delivering monthly and quarterly financial and operational analytics to senior management, specifically top-line and profitability reviews, as well as cash flow and balance sheet analysis. Other specific work included cash collections forecasting, management discussion and analysis preparation, as well as catastrophe loss forecasting and reporting. Responsibilities also included the reporting consolidation of the Safeco Insurance Company and preparation of the annual collections plan.

Two-year accelerated rotational program, with three stints across different finance and accounting roles throughout the company. Individual roles included: Expense Reporting & Analysis, Internal Financial Reporting, and Corporate Accounting & Internal Reporting. Specific activities included participation in the preparation of the S1 file to the SEC and accompanying research and reporting to scheduled IPO, as well as presentation to executive finance teams concerning potential IFRS adoption.