SUMMARY
FINANCE EXECUTIVE with experience across multiple global business environments including energy, pharmaceutical, construction, real estate, telecommunications, media and manufacturing industries. Combines strategic planning of high impact business opportunities and tactical proficiency to maximize profits by business process improvements, cost reductions, and optimize resource utilization. Unique multi-national career demonstrates ability to communicate cross-culturally to achieve business objectives in multiple EMEA locations.
Capital Market Transactions (Debt & Equity)
Financial Restructuring & Capital Structure Planning
Planning, Budgeting, and Forecasting
Detailed Financial Analysis
Merger & Acquisition Analysis, Execution, & Integration
Complex Financial Modeling
Business Process Design and Improvement
Cash Management & Treasury
PROFESSIONAL EXPERIENCE
RENEWABLES CO, Bridgewater, NJ 2008 2010
Director, Financial Planning & Analysis
Established financial planning and analysis leadership to a newly-established utility-scale turn-key operation focused on North America ($700MM revenue operation). As member of senior leadership team, developed strategic long-term business model to support pricing and monitor performance metrics / KPIs, including benchmarking the operations.
Developed fully-integrated consolidation financial model to analyze monthly RONA impact of multiple construction projects on an exponential growth rate (revenues projected to grow >400% compounded over three years).
Led establishment of all planning and forecasting processes (incl. 10-year long term plan, rolling six-quarter forecasts, and detailed bottoms-up annual budgets) requiring integration of 25+ departments in cross-functional organization.
Analyzed long-term cost reduction roadmap and assisted with establishing long-term supplier contracts by identifying commodity risks and hedging strategies to minimize exposure (resulted in 30%-40% cost reductions).
Defined and analyzed a scalable organizational structure to determine long-term cost allocations and recovery rates for costing, pricing, and management reporting. Established standard cost models and pass-through premiums.
Analyzed acquisition and integrated $400MM development operation (vertical integration) into existing business.
Supported selection process for new ERP system and currently supporting SAP implementation team.
PUBLISHING CO., Rochester, NY 2007 2008
Head of Financial Planning & Analysis, Corporate Treasurer
Ran corporate financial analysis, reporting, budgeting/forecasting, acquisitions, and treasury management for $750MM revenue media business.
As key member of senior management team, developed financial models to support forecasts provided to investment bankers to raise $318MM in follow-on equity offering.
Built and analyzed leveraged financial models to acquire eight target operations deploying over $950MM capital (doubling business over 12 months). Interfaced with bankers, lawyers, and auditors through all stages of diligence and closing. Successfully integrated treasury and reporting for each operation within three month target.
Restructured banking relationships to effectively manage concentration of funds from over 100 locations. Reduced float by > 30%, saving company approx $1MM annually in interest and banking fees.
Regenerated company-wide reporting measures and processes that improved analysis and reporting leading to early identification of unfavorable operating variances of > $6MM.
WIRELESS TOWER CO, Sarasota, FL 2004 2007
Senior Director Corporate Finance & Acquisition / Assistant Treasurer
Managed corporate development, treasury and corporate finance functions of telecom & real estate company with >$2.5B of assets. Recruited, trained, and managed team of 30 finance professionals, paralegals, and attorneys. Oversaw asset-backed securitization reporting, compliance, and servicing.
Refinanced $418M securitization together with $1.2B of acquired assets into a securitized portfolio of $1.55B, resulting in reduced cost of debt of over 3% and generation of $130M of excess cash for additional leverage.
Deployed capital and acquisition strategies including forecasting, budgeting and analysis activities:
Developed robust strategy to deploy > $130M of capital over 12 months to acquire towers and secure long-term ground interests in over 8,000 leased tower locations. Generated average yields of over 8.5%.
Structured model to acquire 6,600-tower portfolio worth $1.2B (including analysis of financing options and equity impact). Provided valuation leadership and integration of assets so that deal closed with record speed (3 months).
Coordinated securitization of tower assets worth $450M with counsel, investment banks, & auditors to produce offering memorandum. Reduced financing cost by >150 basis points by detailing assets / profitability and complying with new mortgage requirements (debt service ratios, mortgage values, default traps, cash flow prioritization, & distributions).
Assisted with raising $180M additional equity (transaction was oversubscribed two times) by coordinating process with legal representatives, investment bankers, accountants, & auditors.
PHARMA CO, Switzerland 2002 2003
Strategic Planning & Analysis Consultant
Developed strategic options for the organization to grow product portfolio and gain synergies through big pharma infrastructure.
Established detailed financial model to enable forecasting of probabilities of success through pharmaceutical drug life cycle and milestones, and develop full financial models including income statement, balance sheets and cash flow.
Created and presented comprehensive impact analysis of product acquisitions at various stages of development and multi-billion dollar corporate acquisition targets. Summarized profitability, product success rates/market share, revenue and cost structures.
Valued individual products and corporate targets on DCF, EBIT multiple and free cash flow bases for Executives.
INVESTMENT BAKING CO, London, United Kingdom 2000 2002
Healthcare Investment Banking Associate
Coordinated and supported Managing Directors with full analyses and presentations to target corporate Executives, investors on road shows and shareholder offerings. Managed analysts responsible for researching industry/product market, trends, financial, and shareholder impacts, etc.
Conducted due diligence, analysis, & forecasting of financial & operational performance of, public Belgian medical devices company to raise $80M in private equity funding.
Established relationship with management to identify strategic options available for two pharma companies, which were subsequently mandated to pursue trade sale/merger or IPO to further capitalize operations for ~$100MM each.
Coordinated review & evaluation of Prospectus & Offer Document for merger involving one of worlds largest cross-border deals in hospitality industry (market cap of $1.4B), involving over 10 advisors from four countries.
PRIOR EXPERIENCE 1991 1999
Launched career with Big 5, rapidly progressing to role of Audit Manager in five years. Based in UAE and Zimbabwe, managed audit practices with up to 50 professionals in public and private sectors. Delivered consulting engagements including due diligence, business valuations, and financial / cost reduction / profitability analysis services.
Developed and delivered business relations to multi-national clients in:
hospitality (incl. largest hotel in the world)
manufacturing (electrical, hygiene & healthcare, FMCG)
shipping (including largest dry docks in the east)
construction (projects >$500MM)
retail & distribution
real estate
EDUCATION
MBA, Finance & Strategy, top 20 Business School
Chartered Accountant (equivalent to CPA)
BS, Accounting |
