Functional Skills
Budgeting
Business Unit Strategy
Commercial Due Diligence
Corporate Finance
Cost Reduction
Data Analysis
Data Visualization / Reports
Finance Transformation
Financial Planning & Analysis (FP&A)
Forecasting / Projections
M&A Support
Process Design / Re-engineering
Program Management
Strategic Planning
Operating Model Design
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Project
Netsuite
SAP CRM
Sharepoint
Smartsheet
Tableau
Quickbooks
Adobe Creative Cloud
Data visualization
Google Sheets
Salesforce
PowerBI
Certifications
CPACertified Public Accountant
CFAChartered Financial Analyst
Sector Experience
Automotive
Business Services
Financial Services
Life Sciences & Pharma
Manufacturing
Languages
English
Countries Worked In
BM BR CA IT USCase Study
Case Studies
Value Creation PMO
Business Services
Value Propositions Development
Financial Planning & Analysis (FP&A)
Strategic Planning
Interim CFO Support at a P/E Owned Portfolio Company
Manufacturing
Financial Planning & Analysis (FP&A)
Operational Efficiency
Financial Management
Notable Clients
Cushman & Wakefield
Office Depot
Pfizer
Tyco International
US Steel
Big 4 Accounting
Top Consulting Firms
Experience
CDB Advisory Services
Management Consulting
CEO and Principal Consultant - Strategy, Finance & Operations
1/2011 - Present
• Provide strategic finance support to PE portfolio companies ($250M–$8B) across post-acquisition integration, FP&A, value creation, and cash flow visibility.
• Execute EBITDA-focused value creation programs in pricing, SG&A, & cost reduction, including $26M uplift in year one.
• Lead FP&A efforts: forecasting, modeling, variance analysis, and dashboards.
• Drive M&A integration and CI, delivering $35M in EBITDA gains.
• Develop strategic plans and restructurings, restoring profitability for firms up to $4B.
• Build and lead PMOs to standardize execution and governance (e.g., $8B real estate firm).
• Unlock $200M+ in working capital via AR/AP and inventory optimization.
• Execute enterprise-wide cost-out efforts (e.g., $15M EBITDA improvement).
• Advise C-suite and boards on transformation and financial performance, aligning stakeholders and accelerating value.
• Execute EBITDA-focused value creation programs in pricing, SG&A, & cost reduction, including $26M uplift in year one.
• Lead FP&A efforts: forecasting, modeling, variance analysis, and dashboards.
• Drive M&A integration and CI, delivering $35M in EBITDA gains.
• Develop strategic plans and restructurings, restoring profitability for firms up to $4B.
• Build and lead PMOs to standardize execution and governance (e.g., $8B real estate firm).
• Unlock $200M+ in working capital via AR/AP and inventory optimization.
• Execute enterprise-wide cost-out efforts (e.g., $15M EBITDA improvement).
• Advise C-suite and boards on transformation and financial performance, aligning stakeholders and accelerating value.
Veritiv Corporation
Corporate Strategy & Development
Senior Director, Strategy & Transformation
2/2016 - 5/2019
• Led enterprise strategy transformation for $8B Fortune 300 B2B supplier, guiding C-suite through creation and execution of corporate and business unit strategies.
• Developed go-to-market plans by segment, geography, and channel, supported by market analysis and cross-functional workshops.
• Enabled execution via PMO discipline and KPI dashboards with SMART metrics to track strategic outcomes.
• Drove $200M+ in free cash flow through working capital optimization across order-to-cash, inventory, and procure-to-pay.
• Strategic efforts contributed to enterprise value creation—growing share price from $10 to $170 -culminating in a successful sale to private equity sale Q4 2023.
• Developed go-to-market plans by segment, geography, and channel, supported by market analysis and cross-functional workshops.
• Enabled execution via PMO discipline and KPI dashboards with SMART metrics to track strategic outcomes.
• Drove $200M+ in free cash flow through working capital optimization across order-to-cash, inventory, and procure-to-pay.
• Strategic efforts contributed to enterprise value creation—growing share price from $10 to $170 -culminating in a successful sale to private equity sale Q4 2023.
Deloitte
Management Consulting
Sr. Manager, Strategy & Operations, Finance
6/2015 - 1/2016
• Led large-scale transformation programs for Fortune 500 and PE-backed clients, focusing on strategy execution, cost reduction, and operating model redesign.
• Advised across the M&A lifecycle—target screening, synergy analysis, and post-merger integration—with a focus on Day 1 readiness and value capture.
• Redesigned FP&A processes using driver-based models, rolling forecasts, and scenario planning to improve decision-making.
• Developed go-to-market strategies by segment and channel, enabling commercial growth.
• Delivered executive-ready insights to C-suite and boards, aligning stakeholders to accelerate results.
• Managed cross-functional teams, balancing client delivery with talent development and knowledge sharing.
• Advised across the M&A lifecycle—target screening, synergy analysis, and post-merger integration—with a focus on Day 1 readiness and value capture.
• Redesigned FP&A processes using driver-based models, rolling forecasts, and scenario planning to improve decision-making.
• Developed go-to-market strategies by segment and channel, enabling commercial growth.
• Delivered executive-ready insights to C-suite and boards, aligning stakeholders to accelerate results.
• Managed cross-functional teams, balancing client delivery with talent development and knowledge sharing.
JM Family Enterprises
Corporate Strategy & Development
GAAP & FP&A Management Reporting, Strategy, Investments
7/2006 - 1/2011
• Director, Investment Management (2010–2011): Directed investment strategy for a $15B private company’s corporate,retirement, & statutory insurance assets ($1.5B AUM); oversaw manager selection, performance evaluation, relationships, & compliance
• Senior Manager, Corporate Strategy (2008–2010): Facilitated long‑term strategic planning and target‑setting; partnered with finance to align initiatives with the annual budget and five‑year forecast
• Manager, FP&A & GAAP/Management Reporting (2006–2008): Led GAAP & management reporting; oversaw planning,budgeting, and forecasting (GAAP & EVA plans, monthly rolling forecasts, executive reporting)
• Senior Manager, Corporate Strategy (2008–2010): Facilitated long‑term strategic planning and target‑setting; partnered with finance to align initiatives with the annual budget and five‑year forecast
• Manager, FP&A & GAAP/Management Reporting (2006–2008): Led GAAP & management reporting; oversaw planning,budgeting, and forecasting (GAAP & EVA plans, monthly rolling forecasts, executive reporting)
PricewaterhouseCoopers (PwC)
Accounting
Audit Engagement Manager, Assurance (Financial Services Practice)
1/2001 - 6/2005
* Led cross-functional audit engagement teams in audits of multinational SEC, broker / dealer and banking clients with individual annual fees of up to $2MM, including a first year Sarbanes-Oxley implementation for an $8B banking client;