MRI Software provides innovative proptech solutions for residential and commercial real estate owners, operators, occupiers, and investors since 1971.

Led team of 3 staff within the Economic Evaluations group in building business plans and financial forecast models for key pharmacy products, networks, and initiativesProvided financial and strategic support on special projects to expand vendor relationships, develop new revenue generation opportunities, determine pricing gaps against the market, and drive overall business growth

Led team of 3 staff within the Financial Planning & Analysis group in preparing and delivering monthly management reporting on the financial performance of Anthem’s pharmacy business unit, IngenioRxManaged the annual budgeting and mid-year forecasting processes for IngenioRx, including coordinating across functions and business units, building detailed forecast models, aggregating and analyzing data, developing and challenging key assumptions, and building executive level presentation decksSpearheaded process improvements across the FP&A team that reduced workloads and increased the level of insight and analysis

In my role at Melrose, a FTSE 100 business that buys manufacturing businesses with strong fundamentals whose performance can be improved, I performed the following:Monitored and analyzed the financial and operational performance and go-forward strategies of North American based portfolio companies and manufacturing facilitiesSupported North American COO with day-to-day role overseeing operations of portfolio businesses, including Excel modeling; PowerPoint report creation; on-site operational assessments; annual budget and quarterly forecast reviews; and coordination with other Melrose functions and portfolio company managementServed on management team for portfolio companies as needed on an interim basis, including 10+ months on site working to stabilize and return to growth a security & control automation businessManaged North American deal processes by evaluating key aspects of each business such as long-term growth strategies; coordinating with outside advisors, counterparties, and portfolio management; forecast modeling; preparing documents and presentations; and managing dataflowOperated as “in-house consultant” to assist portfolio company management with strategic decision making, financial analysis and modeling, process improvement initiatives, competitive market reviews, and other ad hoc projects

Performed buy-side and sell-side diligence on 25+ deals varying in size from less than $100M to $3B+ across multiple industries, including healthcare, software / technology, manufacturing, utilities, reverse logistics, warehousing / storage, and aerospace Managed numerous due diligence processes in fast paced/high pressure environment, including overseeing & directing staff, analyzing financial / operational performance, evaluating business drivers and KPIs, preparing Excel based databooks, drafting discussion agendas, leading in-person/teleconference meetings with management, producing PowerPoint client reports, communicating findings and insights to clientsAdvised Fortune 500 corporate clients along with middle market and large, multinational private equity firms, communicating with and presenting to CFOs, corporate development leads, and PE associates / VPs

Audited clients in multiple industries, including software / technology, real estate, healthcare, and manufacturing