Functional Skills
Scenario Planning
Budgeting
Financial Modeling
Revenue Growth
Private Equity Investing
Forecasting / Projections
Financial Planning & Analysis (FP&A)
Operations Management
Strategic Planning
Business Planning
Finance Transformation
Plant Operations
Variance Analysis
Benchmarking
Data Analysis
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Outlook
PowerBI
Sector Experience
Financial Services
Industrials
Manufacturing
Retail
Transportation & Logistics
Languages
Spanish
Experience
American Trailer World (Bain Capital portfolio company)
Finance
Director of Financial Planning and Analysis
2/2021 - Present
• Led full analytics and forecasting for PJ Trailers, a nine-figure revenue BU within the Pro Grade division
• Served as SME for the entire division across three functional areas: sales, discounts, and freight
• Identified $800K in freight cost savings by uncovering negotiation opportunities, process inefficiencies, and market driven optimizations. Coordinated with operations to achieve $500K annualized savings
• Consolidated fragmented revenue and cost data from three legacy ERPs — overcoming system discrepancies and data integrity issues to enable more accurate pricing and costing decisions
• Served as SME for the entire division across three functional areas: sales, discounts, and freight
• Identified $800K in freight cost savings by uncovering negotiation opportunities, process inefficiencies, and market driven optimizations. Coordinated with operations to achieve $500K annualized savings
• Consolidated fragmented revenue and cost data from three legacy ERPs — overcoming system discrepancies and data integrity issues to enable more accurate pricing and costing decisions
Mitra — Middle Market QSR Operator
Finance
Manager of Financial Planning and Analysis
12/2019 - 1/2021
• Led a $14M store remodeling initiative across 301 locations by stablishing alignment between the CEO and operations leaders, while also meeting the CFO's required return thresholds
• Successfully positioned the company for capital raising by demonstrating a clear path to an improved liquidity profile, while securing lender confidence in the company's ability to execute the remodeling investment plan
• Successfully positioned the company for capital raising by demonstrating a clear path to an improved liquidity profile, while securing lender confidence in the company's ability to execute the remodeling investment plan
4WEB Medical Inc. (start-up medical device company)
Finance
Manager of Financial Planning and Analysis
4/2017 - 9/2019
• Secured $40M in debt financing, enabling the launch of 10 new product lines, expanding the sales pipeline by 70%
• Improved revenue forecast accuracy from 70% to 90% by defining market size, improving market penetration assumptions, and calibrating product mix selection in combination with on-the-ground insights from the sales team
• Improved revenue forecast accuracy from 70% to 90% by defining market size, improving market penetration assumptions, and calibrating product mix selection in combination with on-the-ground insights from the sales team
Dave and Buster's, Inc
Finance
Senior Financial Analyst, Financial Planning and Analysis
8/2015 - 11/2016
• Managed financial planning and budgeting initiatives while concurrently earning a full-time MBA
The Ferguson Fund
Finance
Founder and Chief Investment Director
6/2010 - 9/2015
• Managed and diversified $5M+ in minority equity investments, achieving an annualized 19.2% unlevered return
• Directed full investment cycle — including transaction sourcing, underwriting, financial analysis, and investor presentations — resulting in the successful closing of 7 deals
• Led a team of two financial analysts and an accountant
• Directed full investment cycle — including transaction sourcing, underwriting, financial analysis, and investor presentations — resulting in the successful closing of 7 deals
• Led a team of two financial analysts and an accountant
Rent-A-Center
Finance
Senior Financial Analyst
1/2009 - 5/2010
• Played a key role in refinancing the company's senior credit facility, securing a new 10-year term and reducing debt costs by 0.75%
Thomas H. Lee Credit Group, L.P.
Finance
Private Equity Associate
1/2008 - 12/2008
• Conducted investment analysis on middle market structured credit and minority equity transactions
Bear, Stearns & Co. Inc.
Finance
Investment Banking Analyst
1/2005 - 1/2008
• Ranked in the top 10% of analysts for three consecutive years
• Created financial projections, conducted research, and evaluated capital structures for mergers, acquisitions, leveraged buyouts, divestitures, and equity offerings across industries including childcare, residential construction, IT, direct marketing, consumer retail, and financial institutions
• Gained significant exposure to company valuation techniques, including discounted cash flow (DCF), comparable public company, and precedent M&A transaction analyses
• Created financial projections, conducted research, and evaluated capital structures for mergers, acquisitions, leveraged buyouts, divestitures, and equity offerings across industries including childcare, residential construction, IT, direct marketing, consumer retail, and financial institutions
• Gained significant exposure to company valuation techniques, including discounted cash flow (DCF), comparable public company, and precedent M&A transaction analyses