Strategic finance and M&A

Evaluated market data to identify growth opportunities for a well-known consumer brand.

Led M&A, investment and strategic finance activities

Led M&A, investment and strategic finance activities. Was the interim finance lead for one of the portfolio companies.

Perform corporate strategy functions for the holding entity of a property and casualty insurer, a Medicare focused technology company, a Medicare payer and new ventures.

-Led acquisitions and financial analysis of multiple portfolio companies. -Evaluated potential opportunities to add onto existing companies or to expand into new areas. -Provided analysis and Excel modeling for companies that I didn’t actively manage. -Updated investors on performance of companies. -Created offering books of new opportunities for investors.Managed financial operations of two portfolio companies-Evaluated and performed strategic growth opportunities ranging from add-on acquisitions to optimizing operations-Managed all financial planning and analysis functionsPerformed acquisition of a large in-state brewery -Led all financial modeling, reporting and due diligence activities-Managed document execution, all debt and equity payoffs and other aspects of the close process

-Led sales financial planning and analysis functions for the Healthcare, Public Sector and Enterprise Asset Management business units. -Performed all budgeting, forecasting and reporting for the three business units. -Managed revenue and expenses for the operating business units-Created weekly product level forecasts for more than $100 million in annual revenue-Forecasted and managed operating expenses and related headcount-Created monthly sales performance and travel expense reports for EVP and VPs-Performed monthly P&L analysis to identify unexpected expense variances-Created annual budget through collaboration with business unit VPs

-Provided analysis to support treasury in raising and deploying capital. Modeled and created strategy for stand-alone used car venture. -Performed a $100 million syndicated bond add-on, $75 million in commercial mortgages, and used the proceeds to redeem a higher yield bond. -Created a model and business plan to launch a large used car franchise that will maximize shareholder returns. -Met with investors and analysts to discuss our business model and strategy. -Performed backup daily cash management duties to maintain and project cash flow. -Performed analysis of current dealer franchises to optimize financial performance. -Created a detailed analysis of the parts and service business and it’s correlation to various micro and macro-economic factors. Used the analysis to project gross profit more effectively and to better explain trends to investors

-Performed acquisitions of Anesthesiology and Pediatric Specialty Practices totaling over $225 million. -Led acquisitions from pre-offer modeling through diligence, close and into integration. -Modeled revenue of acquisitions at the transaction level to validate financials and project revenue under different contracts and scenarios. -Created more effective acquisition models using advanced Excel functions and mathematics to increase accuracy and efficiency through the deal cycle. -Supported the Operations Department with analysis of post acquisition financial data and model validation. -Presented information about acquisitions routinely to all levels of the company up to, and including, the CEO.

Priced electricity contracts.

Managed proactive quality initiatives for multiple vehicle lines.