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Director / Senior Advisor Resume

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Washington, DC

SUMMARY:

  • Versatile Finance Director who partners with senior management to improve financial performance by actively managing financial & operational processes.
  • Utilizes advanced business analytic techniques to optimize cash flows. Strong leadership and communications skills, develops highly collaborative teams and mentors junior staff.

Expertise includes:

  • Corporate Finance Financial Modeling / EVA M&A / Capital Markets Financial Accounting
  • Budgeting / Forecasting DCF / IRR / NPV Analysis Acquisitions / Divestitures Cost Accounting / Risk
  • Strategic Planning Variance Analysis / KPIs Due Diligence / Negotiations Financing / Revolvers
  • Business Optimization Pricing / Structuring Finance Systems / Software Treasury Management

SKILLS:

Software:

  • Excel SAP Cognos / TM1 Tableau Bloomberg / FactSet
  • Word Oracle / Hyperion Adaptive Insights Power BI Thomson 1 Eikon
  • Power Point PeopleSoft QuickBooks / Longview QlikView S&P Capital IQ
  • Access Workday Great Plains Dynamics SQL / VBA @Risk / Crystal Ball

EXPERIENCE:

Confidential, Washington, DC

Director / Senior Advisor

Responsibilities:

  • Interim finance director adding value by providing corporate finance, cost accounting, budgeting, forecasting, strategic planning and treasury services, improving operating margins by 15% to 25% on average for clients.
  • Provided capital markets, cash flow modeling, M&A structuring, restructuring, & credit risk advisory services.
  • Advised clients on the efficient debt financing, optimal capital structures, refinancing and corporate revolvers.
  • Conducted strategic reviews of operating units to assess divestment opportunities vs. continued investment.
  • Diverse employers and consulting clients have included: Confidential, Confidential, and other firms.
Confidential, Morristown, NJ

Manager

Responsibilities:
  • Provided strategic guidance to business unit heads that improved operational and financial performance.
  • Created monthly, quarterly & annual business units financial reviews, variance & KPI reports for management.
  • Worked on long - term strategic cost reduction initiatives and identified corporate savings in excess of $150M.
  • Structured $1B+ in corporate M&A, & new development transactions, growing revenues by 20% over 3 years.
  • Improved firm’ financial policies, procedures and streamlined firm’s cash management and financial systems
Confidential, Livingston, NJ

Vice President

Responsibilities:
  • Worked closely with business units to recommend capital investment strategies for firm’s $30B loan portfolio.
  • Evaluated strategic divestiture opportunities which reduced distressed assets and improved credit risk profile.
Confidential, New York, NY

Manager

Responsibilities:
  • Conducted quarterly and annual budgeting and forecasting, monthly KPI reporting, and MD&A reports for senior management, prepared 10Q/10K SEC filings and implemented new accounting and finance system.
  • Analyzed and executed $2B+ strategic investment, asset acquisitions, & corporate M&A transactions for CEO.
  • Improved budgeting processes reducing the number of variances by 75% and magnitude of variances by 50%.
  • Developed financial reporting packages and presentations for Board of Directors meetings and investor calls.
  • Reduced firm’s short term borrowing costs by 25% by refinancing and consolidating corporate revolvers.
  • Managed equity raising, debt issuance, and maintained relationship with banks and credit rating agencies.
Confidential, Houston, TX

Manager

Responsibilities:
  • Performed strategic advisory, financial analysis, and structuring services for firms in the pharmaceutical, energy, private equity, finance, investment banking, and hedge fund sectors which improved revenue growth.
  • Worked with clients on strategic cost reduction initiatives & identified corporate savings in excess of $500M.
  • Advised corporate client including board of directors and CFOs on finance & business analytics best practices.

Confidential, Atlanta, GA

Senior Associate / Assistant Controller

Responsibilities:
  • Structured complex DCF models of new projects, companies, and assets for project finance, corporate M&A, acquisitions, divestitures, and new business development transactions ranging in size from $250M to $2.65B.
  • Managed firm’s foreign currency risk exposure using dynamic cash flow and balance sheet hedging strategies.
  • Worked with accounting and investor relations to develop reporting documents and models for firm’s IPO.
  • Produced detailed budgets, revenue forecasts and detailed financial statements for asset management group.
  • Evaluated corporate financing alternatives including bank loans, bonds and revolvers for senior management.
  • Prepared detailed sensitivity and break-even analyses to evaluate asset leasing vs. buying financing decisions.

Confidential

New York, NY

Accountant

Responsibilities:
  • Evaluated corporate & institutional client Confidential requirements for cash flow & corporate treasury liquidity needs.
  • Analyzed foreign exchange transactions for risk management, daily settlement and credit limit applications.

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