WORK EXPERIENCE:

Executive Director - Managed Services/ M&A Advisory

Confidential

Responsibilities:

• Successfully managed multiple Divestiture and Acquisition programs for a variety of clients in Aerospace, Manufacturing, Energy and EPC.
• Responsible for managing complex Change Management and Communications as well as Transition of Service Providers for major clients.
• Led advisory engagement teams,; Owned practice and business development driving first year practice revenues.
• Developed Strategic Plans, Operations Model, Separation Planning, one - time stand up cost and operational cost models for client transition programs.

Managing Principal - Transition / M&A Technology Advisory

Confidential

Responsibilities:

• Managed M&A Advisory practice focused on Middle Market clients in all industries, although primarily focused on Retail, Energy, Manufacturing, and Healthcare.
• Led advisory engagement teams, practice and business development responsibilities.
• Developed Strategic Plans, Operations Model, Separation Planning, one-time stand up cost and operational cost models for large Women’s fashion retailer being divested into IPO by Private Equity owned major fashion retailer.

VP- Project Management Office

Confidential

Responsibilities:

• Transformed an underperforming Reverse and Forward logistics/outsourced electronics repair depot into a high performing, lean organization through intelligent use of automation and RPA.
• Sponsored and managed initiatives to reduce cost and complexity by redesign of key business and manufacturing processes and applying technology and automation that supported quality and lean ways of working in recapitalization environment by Private Equity owners.
• Managed multiple programs using traditional Waterfall, Agile, SAFe Agile.

Head of Technology M&A

Confidential, Alpharetta GA

Responsibilities:

• Managed full cycle divestiture and acquisition Projects and Programs Business and Technology-for a multi billion dollar healthcare company.
• Act as senior IT Corporate Development leadership and representative to the executive management and PE team.
• Actively manage all functional leaders and activities assigned to the divestitures and acquisitions.
• Manage all aspects of technology separation and integration including Healthcare business Workstreams.

Integration Management Office (IMO) Leader

Confidential, Miami, FL

Responsibilities:

• Managed a portfolio of Business and Technology-enabled Projects related to carve-out of legal entities for divested companies and Integration of Acquired companies.
• Leadership and Board of Directors.
• Possessed solid commercial operations and business process knowledge of Fuel distribution, pipelineand all midstream commercial operations.
• Responsible for all legal, commercial, HR, finance workstreams.
• Actively managed all functional leaders and key activities supporting divestiture efforts.

Interim CFO Senior VP of Finance and Shared Services

Confidential, Dallas, TX

Responsibilities:

• Served as Interim Senior VP/Finance, Shared Services, Accounting, AP, AR, Payroll, and Treasurer to assist with Shared Services stabilization redesign, implementation, stabilization and organic
• Responsible for identifying and executing global SG&A reduction by 25%.
• Normalized an irregular cash cycle through implementation of "Smart AP/AR" strategies and ePayables solution to further leverage terms and remain cash positive.
• Implemented aggressive review and action processes to recover more than $40mm aged receivables
• (over 180 days) while improving payment terms and options for customers.
• Accountable for all FP&A activities in the region.

IMO Lead/Head of Integration (Interim)- Confidential 's Merger

Confidential, Pleasanton, CA

Responsibilities:

• Engaged by Private Equity client to assess and remediate Integration Management Office (IMO) responsible for all technology and operational integration for a large Retail Merger with an overall
• Analyzed current operating procedures, charter, purpose, and value.
• Conducted gap analysisdeveloped remediation plan and critical success factors.
• Assisted client in developing stabilization and streamline plan and objectives.
• Developed and Led integration planning and "walk the wall" sessions with business executives.
• Responsible for overall orchestration and management of $20 billion acquisition integration.

Director, Private Equity M&A Consulting Practice- West Coast

Confidential, Los Angeles, CA

Responsibilities:

• Served as Director for West - Coast Private Equity practice, primarily focusing on pre-transaction due diligence evaluations of middle-market companies Operations and Technology.
• Led over 75 buy-side due diligence (complete evaluations) for companies in manufacturing, telecomhealthcare, oil and gas/energy, software/tech
• Assessed the underlying organization to make recommendations on how to achieve long-term scalability, reduce operational cost, and improve supporting business processes
• Evaluated business processes for best practices and levels of maturity
• Worked with Private Equity clients to formulate strategic investment thesis, key risk mitigation, and long-term maturity-based initiatives in the form of post-close project recommendations
• Analyzed each client/deal specific investment thesis, determining underlying problems and obstacles to achieving 2-4 year goals, recommending proper solutions and strategies
• Mentored and manage junior consultants, managers, and PMs as well as senior QA review of all bids and M&A deliverables.

Program(s) Director- Post Merger Integration, and Strategy

Confidential, Los Angeles, CA

Responsibilities:

• Actively managed all consulting operations and client engagements for a boutique Management
• Consulting group specializing in Technology, Financial Services, Institutional Investing, HealthcareManufacturing, and Energy.
• Partnered with Private Equity investors and Operating partners for various major and mid - sized clients for M&A engagements varying from Post Merger Integration, Divestitures, Strategy and Advisory, Business Operations Improvement and Operations Consolidation.
• Extensive experience in crisis management, turning around under-performing organizations and post
• M&A integration stabilization.
• Served as Principal and Engagement Manager for clients including:
• Engaged to plan and manage a suite of projects to support Start-Up operations for an Confidential
• Liquefaction export facility in Louisiana
• Assurance and develop associated tools to assist in automation, process facilitation, collaboration, and audit ability.
• Developed and Deployed Organizational Change plans, aligning new business processes to strategic
• Upstream Americas goals.
• Developed and delivered "touch - less", online offer-to-delivery channel to Chemicals customers.