About
I am a high-performing and well-credentialed corporate finance and accounting professional who is hands-on, analytical, intellectually curious, and a strong leader. I partner with private equity firms and strategic buyers and have led over 100 M&A transactions from a financial due diligence and transaction structuring perspective. I thrive on understanding historical data trends, analyzing forecasts, and understanding valuation drivers and the story underlying data and projections.
Throughout my career, my clients and colleagues have praised me for my executive presence and ability to grasp complex information and synthesize this in a simple to understand framework. I have received the highest leadership ratings from my peers and colleagues for my abilities to coach others and develop staff, collaborate, and lead high-performing teams. I enjoy problem-solving and the art of solving complex issues.
I'm deeply motivated to continue learning. In addition to being a licensed CPA and a CFA charterholder, I obtained my MBA from Northwestern University's Kellogg School of Management. At Kellogg, I was one of 13 individuals in my graduating class of over 900 students to graduate with a 4.0 GPA.
I would love to connect.
Competencies:
Mergers and Acquisitions
Financial Due Diligence
Financial Model Review
Technical Accounting
Profitability and margin analysis
Budget to actual variance analysis
Sale and Purchase Agreement
Executive Presentations and Leadership
Transaction Advisory
Financial Planning and Analysis (FP&A)
Negotiations
Internal Controls
Project Management
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Leadership
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Work experience
- January 2021 – present
Dow Credit Union
Chief Financial Officer - July 2020 – January 2021
Constellation Brands
Sales Strategy and OperationsServed as Interim Senior Director of Sales Strategy and Operations for wine and spirits division. Responsibilities included but were not limited to: assistance with acquisition integration, annual operating plan build, demand forecasting, competitive white space analysis, size extension analysis, overstock inventory velocity acceleration, new product forecasting and scorecarding, and other strategic growth initiatives. Worked with cross-functional teams including Sales, Finance, Operations, Brand, Marketing, and Strategy in driving growth. - February 2018 – May 2020
Riveron
Director, Mergers and Acquisitions Transaction Services (M&A)Oversaw 35+ buy-side and sell-side financial due diligence projects with analyses focusing on quality of earnings, net working capital, items of indebtedness, customer churn, operational trends, and target company financial statement assessment. Led cross-functional due diligence teams including information technology, tax, and operations teams. Presented findings and recommendations to clients’ senior leadership teams regarding managing specifically identified financial, strategic, and integration risks. - April 2012 – February 2018
PwC
Director - Transaction Services, Financial Due Diligence (Mergers and Acquisitions)Directed over 65 M&A diligence projects with PwC; contributed to buy-side/sell-side transactions via performing analyses over quality of earnings, net working capital, quality of assets, and business trends from deals with purchase prices ranging from $10m to $4b. Day-to-day engagement leader and main direct client contact for large-cap and mid-cap private equity firms, and firm global priority private equity and corporate clients. Led 50 on-site financial due diligence meetings with executives of target companies. Coordinated multiple lines of service (Finance & accounting, Tax, Information Technology, Operations, Human Resources, and Valuation). - August 2006 – March 2012
PwC
Senior Associate - AssuranceWorked on audits of various companies within financial services sector including hedge funds, private equity funds, mutual funds, broker dealers, and insurance companies.
Education
- Present
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting/Finance (double-degree) - 2012 – 2015
Northwestern University - Kellogg School of Management
Masters of Business Administration (MBA), Strategy, Finance