Functional Skills
Acquisition Target Identification
Business Analysis
Business Operations
Corporate Finance
Data Analysis
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Investor Relations
M&A Support
Private Equity Investing
Scenario Planning
Valuation
Accounting
Software Skills
Capital IQ
Microsoft Excel
Microsoft PowerPoint
Certifications
CPACertified Public Accountant
CFAChartered Financial Analyst
Sector Experience
Consumer Goods
Healthcare
Life Sciences & Pharma
Retail
Technology
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
ATI Physical Therapy
Finance
SVP, Treasurer and Head of IR
4/2018 - 8/2024
• Built ATI’s first dedicated Treasury and IR functions, setting strategy and serving as primary liaison to institutional investors, analysts, banks, and rating agencies through its $2.1B SPAC IPO
• Led long-range forecasting process in partnership with FP&A and executive leadership, aligning top-down strategic goals with capital strategy and liquidity needs
• Designed and implemented cash forecast and KPI dashboards, unlocking $50M in excess cash and driving DSO from ~80 to ~50 days, generating millions in interest savings
• Led capital markets strategy and executed major transactions, including the $2.1B SPAC business combination, a $500M term loan + $165M preferred equity offering, and a $100M convertible PIK issuance
• Led long-range forecasting process in partnership with FP&A and executive leadership, aligning top-down strategic goals with capital strategy and liquidity needs
• Designed and implemented cash forecast and KPI dashboards, unlocking $50M in excess cash and driving DSO from ~80 to ~50 days, generating millions in interest savings
• Led capital markets strategy and executed major transactions, including the $2.1B SPAC business combination, a $500M term loan + $165M preferred equity offering, and a $100M convertible PIK issuance
Ernst & Young (EY)
Management Consulting
Senior Manager - Transaction Advisory Services
9/2008 - 3/2017
• Advised clients on high-profile M&A, divestitures, IPOs, and restructuring transactions; executed complex financial modeling, scenario analysis, and valuation under compressed timelines
• Led due diligence and transaction structuring for private equity, growth equity, and corporate clients, ensuring financial rigor and strategic alignment
• Built and mentored high-performing teams, fostering a culture of collaboration and client service excellence
• Led due diligence and transaction structuring for private equity, growth equity, and corporate clients, ensuring financial rigor and strategic alignment
• Built and mentored high-performing teams, fostering a culture of collaboration and client service excellence
Deloitte
Management Consulting
Senior Manager - Financial Advisory Services
6/2006 - 6/2008
• Utilized advanced financial modeling, valuation methodologies, and statistical techniques in advising early-stage to Fortune 100 companies on strategic finance decisions, accounting and tax reporting, and regulatory compliance purposes
Duff & Phelps LLP
Finance
Vice President - Corporate Value Consulting
6/2000 - 6/2006
• Directed and reviewed business valuations and fairness opinions for public and private companies in connection with mergers, acquisitions, recapitalizations, and shareholder transactions
• Led valuation in support of one of the largest, successful IRS tax refund claims (exceeding $500 million), employing novel valuation methodologies and economic theories; prepared comprehensive valuation report, resulting in IRS acceptance of refund claim
• Led valuation in support of one of the largest, successful IRS tax refund claims (exceeding $500 million), employing novel valuation methodologies and economic theories; prepared comprehensive valuation report, resulting in IRS acceptance of refund claim
PricewaterhouseCoopers (PwC)
Accounting
Assurance & Business Advisory
6/1999 - 6/2000
• Audited and opined on U.S. GAAP financial statements of SEC companies