- Guided deal teams through the intricate underwriting and approval process, addressing the complexities of sponsor and direct private and public debt financings within the ever-evolving technology, media, and telecommunications sectors.- Maintained a vigilant approach to risk management, ensuring accurate risk ratings and proactively updating in response to shifting business trends, contributing to the overall resilience of the portfolio.- Monitored the commercial loan… Show more - Guided deal teams through the intricate underwriting and approval process, addressing the complexities of sponsor and direct private and public debt financings within the ever-evolving technology, media, and telecommunications sectors.- Maintained a vigilant approach to risk management, ensuring accurate risk ratings and proactively updating in response to shifting business trends, contributing to the overall resilience of the portfolio.- Monitored the commercial loan portfolio with a sharp focus on covenant tracking, conducting thorough reviews to assess ongoing viability and compliance, enhancing the robustness of risk assessment.- Orchestrated negotiations during the legal review phase, implementing strategic asset protection measures and documenting changes to the original approval for a more secure and legally sound lending environment. Show less

- Applied specialized expertise in technology, media and telecommunications to navigate risk management and underwriting for a $1B+ portfolio of 20+ accounts.- Played a pivotal role in risk assessment for new transactions, delivering well-founded recommendations to the deal team and senior risk officers, ensuring establishment of sound credit structures and favorable outcomes.- Assumed end-to-end accountability for underwriting, closing and managing both new and existing… Show more - Applied specialized expertise in technology, media and telecommunications to navigate risk management and underwriting for a $1B+ portfolio of 20+ accounts.- Played a pivotal role in risk assessment for new transactions, delivering well-founded recommendations to the deal team and senior risk officers, ensuring establishment of sound credit structures and favorable outcomes.- Assumed end-to-end accountability for underwriting, closing and managing both new and existing business opportunities, ensuring rigorous adherence to regulatory requirements and industry best practices. Show less

- Founded and directed the establishment of a startup of 10+ employees, strategically addressing the demand for a business approach infused with analytics and strategic insight.- Crafted and implemented a robust business plan and growth strategy, yielding impressive QoQ sales growth.- Orchestrated the strategic sale of the business in February 2021, showcasing effective leadership and a purposeful approach to business development.

- Led the development and oversight of financial accounting and reporting, strategically elevating organizational financial transparency and control.- Orchestrated comprehensive financial planning and analysis, ensuring the precision of budgets and financial models to address critical needs in strategic financial management.- Formulated and implemented impactful financial policies, recommending targeted interventions to enhance overall business performance and sustainability.

- Prepared robust three-statement model forecast, incorporating equity IRR analysis to provide a comprehensive foundation for informed decision-making.- Demonstrated leadership by training and mentoring up to five junior staff members, fostering skill development and facilitating knowledge transfer within the team.

- Pioneered the creation of an autonomous financial reporting platform, driving transparency and accountability of reporting to the Board of Directors.- Formulated insightful financial forecasts and executed in-depth analyses, gauging value creation to fortify strategic decision-making processes effectively.

- Crafted financial models inclusive of several complex acquisition targets and prepared company presentations to ensure rigorous diligence and quality control in financial reporting.- Collaborated with business units to streamline the consolidation of quarterly forecasts and annual budget preparation, fostering a cohesive and forward-looking financial strategy.- Liaised effectively with banks on diverse multi-tranche debt raises, encompassing negotiation of credit agreements… Show more - Crafted financial models inclusive of several complex acquisition targets and prepared company presentations to ensure rigorous diligence and quality control in financial reporting.- Collaborated with business units to streamline the consolidation of quarterly forecasts and annual budget preparation, fostering a cohesive and forward-looking financial strategy.- Liaised effectively with banks on diverse multi-tranche debt raises, encompassing negotiation of credit agreements and meticulous oversight of debt compliance and tracking. Show less

- Orchestrated the underwriting and seamless closure of middle market loan transactions within the telecommunications industry, optimizing financial outcomes.- Executed financial evaluations and due diligence for prospective commercial loan transactions, ensuring a thorough risk assessment and informed decision-making.

Responsible for new business development and credit structure of middle market commercial loan transactions in the northern New Jersey territory. Duties included negotiation of terms and conditions between clients and internal constituents, and coordination with legal counsel on documentation.

Responsible for review and analysis of financial statements of middle market companies; reviewed liquidity and capital structure of individual credits and outlined risks and enhancements to the credit structure; forecasting and sensitivity analysis; written credit analysis and recommendation.