Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Management
Financial Modeling
Financial Planning & Analysis (FP&A)
Variance Analysis
M&A Support
M&A Deal Sourcing
Strategic Planning
Change Management / Org Design
Process Design / Re-engineering
Corporate Finance
Project Management
Software Skills
SAP CRM
Salesforce
PowerBI
SQL
Microsoft Excel
SAP
Sage Intacct
Tableau
ADP
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Consumer Goods
Energy
Industrials
Technology
Fortune 500
Experience
Forward Global
Finance
Director of US Finance
1/2025 - 7/2025
• Revamped financial operations across Forward Global US, FRI, and FG Miami, accelerating month-end close by 75% and enabling faster financial reporting to stakeholders; hired and mentored two junior accountants.
• Identified and corrected a $2.5M discrepancy between bank and accounting records, realigned historical books, chart of accounts, and completed entity-wide reconciliation and reporting cleanup, while managing daily operations.
• Implemented AR, AP, reconciliation and project budgeting processes and decreased processing cycles by 50%.
• Executed detailed project margin analysis for 65+ projects monthly, identifying underperforming projects and cost overruns, and calculating commissions. Partnered with executive leadership to develop strategic budgets, surface key financial drivers, and lead enterprise-wide prioritization and planning efforts.
• Designed and led 6-month finance transformation roadmap covering transitioning from QuickBooks to Sage Intacct, payments, vendor onboarding, project and invoice intake, reconciliation, employee expense submission and approval processes and automation.
• Identified and corrected a $2.5M discrepancy between bank and accounting records, realigned historical books, chart of accounts, and completed entity-wide reconciliation and reporting cleanup, while managing daily operations.
• Implemented AR, AP, reconciliation and project budgeting processes and decreased processing cycles by 50%.
• Executed detailed project margin analysis for 65+ projects monthly, identifying underperforming projects and cost overruns, and calculating commissions. Partnered with executive leadership to develop strategic budgets, surface key financial drivers, and lead enterprise-wide prioritization and planning efforts.
• Designed and led 6-month finance transformation roadmap covering transitioning from QuickBooks to Sage Intacct, payments, vendor onboarding, project and invoice intake, reconciliation, employee expense submission and approval processes and automation.
Self-employed
Finance
Independent Consultant, Finance Transformation
7/2023 - 1/2025
• Supported finance transformation for mid-sized firms, leading chart of accounts redesign and FP&A automation.
• Delivered cash flow forecasting models and reconciled historical books for multi-entity organizations.
• Delivered cash flow forecasting models and reconciled historical books for multi-entity organizations.
Corcentric
Finance
Senior Consultant
9/2022 - 6/2023
• Launched the CFO advisory practice and generated two new clients by identifying critical finance issues and opportunities, and leveraging large data analysis, while providing transformational solution roadmaps.
• Led 2 end-to-end readiness and change management programs for financial systems, implementing KPIs and process improvements, enhancing operational efficiency by more than 50%.
• Assessed financial controls, redesigned policies and change management, and conducted team training and stakeholder engagement sessions for 3 clients.
• Led 2 end-to-end readiness and change management programs for financial systems, implementing KPIs and process improvements, enhancing operational efficiency by more than 50%.
• Assessed financial controls, redesigned policies and change management, and conducted team training and stakeholder engagement sessions for 3 clients.
Profitworks
Finance
Director of Strategy and Finance
10/2011 - 7/2018
• Established and grew a boutique consulting practice generating $1.2M revenue over 4 years.
• Led strategic planning and operational transformation for clients, delivering actionable financial insights and data driven strategic plans, implementing process improvements and continuous improvement initiatives, resulted with growth, profitability and efficiency improvements (between 20 – 50%).
• Performed FP&A, valuation and fund-raising processes, including Chart of Accounts rebuild & US GAAP cleanup, budgeting, financial reporting, forecasting, and variance analysis, and supported stakeholder communications, negotiations and closing.
• Led strategic planning and operational transformation for clients, delivering actionable financial insights and data driven strategic plans, implementing process improvements and continuous improvement initiatives, resulted with growth, profitability and efficiency improvements (between 20 – 50%).
• Performed FP&A, valuation and fund-raising processes, including Chart of Accounts rebuild & US GAAP cleanup, budgeting, financial reporting, forecasting, and variance analysis, and supported stakeholder communications, negotiations and closing.
GE Energy
Corporate Strategy & Development
Corporate Development Manager
5/2008 - 9/2011
• Drove strategic initiatives for solar energy division; led strategic planning, partnerships and M&A and financial reporting and analysis achieving 300% revenue growth and 22% efficiency gain.
• Collaborating closely with product, design and technology teams, built strategic analytics and business plans.
• Managed end to end M&A and integration of four technology companies, guiding cross-functional teams through due diligence and implementation.
• Ensured financial operations and reporting integrity across all companies under US GAAP, IFRS, and SOX, optimized and automated financial reporting processes.
• Collaborating closely with product, design and technology teams, built strategic analytics and business plans.
• Managed end to end M&A and integration of four technology companies, guiding cross-functional teams through due diligence and implementation.
• Ensured financial operations and reporting integrity across all companies under US GAAP, IFRS, and SOX, optimized and automated financial reporting processes.
Coca-Cola
Corporate Strategy & Development
Corporate Development (M&A) Senior Associate
2/2006 - 5/2008
• Managed global M&A and transformation initiatives, leading over 12 large-scale product development and expansion projects, working closely with product, marketing, regional and bottler teams.
• Delivered financial analysis, forecasts, dashboards, executive ready presentations and stakeholder reports in accordance with US GAAP standards.
• Partnered with North America, EMEA units to guide strategy execution, budgeting, automation and integration planning.
• Delivered financial analysis, forecasts, dashboards, executive ready presentations and stakeholder reports in accordance with US GAAP standards.
• Partnered with North America, EMEA units to guide strategy execution, budgeting, automation and integration planning.
Ata Investment
Finance
Vice President, Corporate Finance
3/2004 - 3/2005
• Led five analysts on 7 M&A and IPO deals, directing project execution from pitch to closing.
• Surpassed internal targets by 2 and securing recognition as the firm's top deal maker due to excellent performance reviews.
• Surpassed internal targets by 2 and securing recognition as the firm's top deal maker due to excellent performance reviews.
IS Investment
Finance
Assistant Director, Corporate Finance
9/1998 - 3/2004
• Led end-to-end IPO, M&A, and privatization deals exceeding $1.5B in value, including the Coca-Cola Bottler IPO in Türkiye.
• Built advanced financial models; developed strategic recommendations for valuation, growth, and operational improvement.
• Created financial statements and analysis in compliance with CMB, US GAAP and IFRS.
• Built advanced financial models; developed strategic recommendations for valuation, growth, and operational improvement.
• Created financial statements and analysis in compliance with CMB, US GAAP and IFRS.