SUMMARY:

• Merger & Acquisitions, and Integrations Manager and Subject Matter Expert (SME) with multidimensional experience in deal delivery. Worked on 23 deals in high - tech, real estate and payments. Managed Product, Sales, Finance, Marketing, Operations and Engineering teams of acquisition experts.
• Experienced in target valuation, due diligence and integration techniques, including Platform New Market, Technology and Product Line acquisitions, 90 days integrations, tax restructurings and joint operation. On hands experience with value modelling, net working capital valuation, due diligence, target capabilities analysis, integration planning, lead and opportunity transfer, balance sheet transfer, contract assessment and assignment, asset liquidation, consolidated system roadmaps and system integration, employee onboarding, entity liquidation.
• Developed and managed integration teams of Finance and Accounting, Sales and Marketing, Order and Supply Chain. Managed IT teams. Integrations delivered on the worldwide basis including US, Mexico, Argentina, China, India, South Korea, Japan, Bulgaria, Denmark, Holland, Belgium, United Kingdom.
• M&A strategy and target selection
• Due diligence
• Pro forma business model . Valuations DCF, Equity, Firm, Enterprise multiple. Synergies, sensitivity analysis, walk away price
• Tax free Section 368 reorganizations, Sec. 351 corporate formation
• Freestanding C corp taxable asset/stock acquisition, with/no §338 election and tax free stock/asset acquisition
• S corp taxable asset/stock acquisition with/no §338(h)(10) election
• C corp subsidiaries taxable stock/asset acquisition with/no §338(h)(10) election and tax free stock/asset acquisition
• Integration planning
• Integration Management Office (IMO) development and leadership
• 100 day plan, Comms plan
• Operations and Customer integration, Organizational Adoption/Cultural integration
• Performance, Synergy and Capability tracking
• Post Closing Evaluation

TECHNICAL SKILLS:

Project Management & Business Process Tools: MS Project, Primavera, Smartsheet, Rally, Jira

Business Apps: Banking applications: Hogan, Shaw, MS Office: MS Word, Excel, Access, QuickBooks, SPSS, R Statistics

Engineering and Design: AutoCAD, Adobe Illustrator, Photoshop, Power Point, Visio, Dreamweaver

Testing Tools: HP-PPM Quality Center

Languages: C, PL/SQL, VBA

BI Tools: Business Objects XI (BOBJ), Discoverer

CRM: Salesforce.com

Sales Tools: Oracle Incentive Compensation (OIC), One Cisco Goaling (OCG), SHARE (Sales Hierarchy), Visibility (Sales Compensation tool), Ordering Tool, My Deal Management (MDM), DART (Distributors Account), My Business Reports (MBR), FDEV (Field Data Enrichment and Validation)

BI Analytics Reporting: Leads, Opportunity, Sales Bookings, Backlog, Finance Booking, Channel Partner, Booking Reconciliation, Order Flow

Quality Standards: ISO 9001, ISO 9001TL, ISO 14001, ISO 27001/27002 , HiTrust 3.1, ISACA COBiT

Project Management: PMBOK, Six Sigma DMAIC, Requirements and Development Management, Release management, Quality Assurance, Change Management, Process Management. Used different PDLC (Product Development Lifecycles)/ Greater Engineering Methodology (GEM)/CPDM (Cisco Product Development Methodology),SDLC, Agile

Process Development: Process Classification Framework (PCF), Rational Unified Process (RUP)

Planning: PERT, Project management, resource and task planning.

Controls: Development of SOX controls. SOX, Financial and Quality audit methodologies

Customer: Net Promoter Systems (NPS)

PROFESSIONAL EXPERIENCE:

Confidential, Bay Area, CA

Responsibilities:

• Worldwide Business Transformation consulting of high-tech, bio-tech, utility, staffing, construction, banking companies, incl. Confidential s, Confidential, Confidential Confidential, Confidential, Confidential, Confidential, Confidential, Confidential Corporation, Confidential Confidential, Confidential, Confidential, Confidential . Confidential - Confidential, Confidential, Confidential, Confidential, Confidential, Confidential & Co., Confidential & Confidential, Confidential .

Confidential, San Francisco, CA

Project Manager/M&A Integration Manager

Responsibilities:

• Managed organizational development activities for a consulting arm of Confidential, Rational Patent. Developed legal requirements, HR policies, IT controls, system layer of separation from the parent. Implemented dedicated Finance, Sales, HR systems. Managed SFDC development of dedicated opportunity flow, record confidentiality and visibility btwn Confidential Corp and Consulting. Worked on 3 year Business Plan, including Go To Market and customer Administrative, High Value Services and Software solutions, and respective offers of Patent Office In-A-Box, E2E Outsourced and Administrative offer to the Law Firms.
• Integrated project Harrier resources, tools and operations, assigned customer contracts of project Harrier acquisition. Provided legal input to the LoI and framework of due diligence. Wrote Acquisition Integration Playbook and recommended best practices for Confidential acquisition process.

Confidential, CA/Green Tree, PA

Integrations Manager

Responsibilities:

• Managed integration of $120M Giftcards.com and OmniPrepaid.com acquisition and expansion of CardLab Business Unit. Worked with CardLab and CardMall functions to prepare plans for integration into CardLab systems architecture and business processes. Worked with Business Development, CL senior leadership and functions to develop pre closing integration plan and define customer acquisition and SEO/SMO objectives.
• Led Marketing, Sales, Operations, Cust Service, Legal, Procurement, Fulfilment, Product, Tax, Finance, Acctg, HR, Assets, Networking and Technology functional team to conduct Fit/Gap analysis, define integration objectives, prepare functional plans, identify risks and capture cross dependencies.
• Worked with CTO and Technology team to change strategy shift toward retaining target capacities, corporate and customer sites and market search share. Strategy change resulted with significant integration simplification and cost savings, triggered BU focus change.
• Led team of integration functional managers, managed selected tracks of data and application migration, security access to customer applications, accounting and financial reporting integration, migration of printing operations to BHN printers.

Confidential, CA0

Integrations Manager

Responsibilities:

• Directed development of Sales plays for Personal identity information (PII), Protected health (PHI) and Payment Card Industry (PCI), including priority accounts, enablement and tracking and white space account identification. Defined back office processes for sales tracking and goal attainment, like performance metrics, deal, installed base and pipeline analytics. Managed sales conversion of Atalla and Voltage into HP Data Security, including SFDC normalization and data migration, Marketo synchronization. Led enablement,, functional SMEs in preparation for New Year Readiness and Sales Kick off. Assumed role of Integration Manager. Identified US tax impacts. Negotiated with Tax stepwise integration. Developed plan for business and legal integration. Managed MADO, functional and process integration team.
• Voltage turned out to be the most successful HP SW integration due to meeting GTM objectives and recording revenue over IRB target. HPE Finance "at HP no acquisition has been this successful or successful at all... We will crush IRB..".

Confidential, CA

Integrations Manager

Responsibilities:

• Responsible for Deal Enablement Track, including Standard and Non Standard Deal management and enablement. Owned Commercial concession and held stake at Sales Enablement, Customer, Partner and Services Migration, Partner and Channel Enablement tracks. Responsible for of Sales, Commercial Finance, Sales Finance, Segment Market and Channel Finance in the area of deal management, product pricing and discounting. Accountable for Joint Selling, Crossover Deals Migrations, responsible for Orderability deal readiness. Owned deal processing in SFDC, Distributor and Partner quotation tools. CCW and DART, My Deal Manager/MDM.

Confidential, CA

Strategy Consultant

Responsibilities:

• Facilitated annual strategy development of Cisco Supply Chain. Environmental Scan, external forces, senior management Request for Guidance and strategy proposal. Assessment included external customers (Sales, CDO, Globalization Board, Legal Affairs, ETG, Corp. Communication, Govt’ Affairs, Boards and Councils LRP, customer surveys (CSat, First Impression, Bingo)), internal customers (CVT, QMOS, Material Suppliers, employee survey, OEMs/ODMs, carriers, QEB, QAT, BMS, CED, GEVC, Sales & Ops Planning, Huawei Task Force, ) and market analytics of Gartner, EIU, GMV, including competitors, like IBM, HP, Huawei.
• Developed and implemented framework of Priority Advocate to strengthen translation of strategy objectives and provide guidance on prioritization of strategic initiatives. Collaborated with Scorecard, Planning and Center of Excellence (CoE) and Mfg Finance on uniform metrics development to link strategy, capabilities, prioritization in joint scorecard. Facilitated development of functional, priority and Supply Chain scans, refresh of VSE (Vision Strategy Execution statements).

Confidential, CA

Integrations Manager

Responsibilities:

• Developed acquisition team, identified and established best practices in integrations management, contributed to process development.

Confidential

Finance Integration Lead

Responsibilities:

• Led integration teams in development and modification of accounting policies, procedures, processes and system transactions. Collaborated with Tax Transfer Pricing (TP), Oracle and SAP IT, Logistics, Manufacturing, Services. Developed process included Drop Ship, Return for Credit, Return for Repair, Services, Installed System.
• Developed transactional accounting, modeled impacts on entities P&Ls, B/S, created comprehensive set of entities, accounts, accounting rules to minimize tax impacts. Led accounting and transactional system testing, User Acceptance Testing (UAT) for related modification.
• Led implementation of Visual Fee process, system upgrade and reporting, EU originated disposal fee on customer products, triggered with Cisco entry to the end customer products sale.

Confidential, CA

Cost and Audit Consultant

Responsibilities:

• Performed duties of Cost Accounting Manager during the merger closing. Worked closely with Confidential ’s Cost Department on worldwide Assets transfer and GL final closure. Provided inputs to the exit and entry audits. Resolved conflict of Reverse Supply Chain application (Vantive) and GL database (Oracle). Transferred worldwide Inventory databases from Oracle to SAP

Confidential, CA

Merger Audit

Responsibilities:

• Assessed billing, cost allocations and internal expenses of the governmental contracts. Audited expense accounts of TAD Resources acquisition. Established procedure for cost control and billing verification. Built Access database model of expenses, charge accounts and personnel data.

Confidential, Foster City, CA

Merger Consultant

Responsibilities:

• Prepared financial models of $400mln real property sale to EQR of Chicago of 29 real estate holdings including cash and shares transfers to partnerships. Audited expenses, payables, cold loads and delinquencies and submitted a claim against reappropration reserve and submitted claim for the payment.