GLOBAL ARCHITECTURE FIRM
Director of Business Operations 2011-Current
§ Drive strategic planning initiatives from business unit leaders, and developed a new strategic planning template significantly improving discipline, and enhancing chance of success.
§ Appointed special liaison to China operations to ensure firm alignment on goals, budgets, reporting, cash repatriation, and intercompany project staffing.
§ Mentor architect leadership on financial and business operations, key trends and metrics.
§ Instrumental in directing cultural change with respect to billing rates, structuring fees and leveraging resources to increase margins and manage cash flow.
§ Integral part of the M&A team from guiding initial strategy, due diligence review and preliminary discussions to financing and integration.
§ Redesigned exception reporting to business unit leaders to be more functional and user friendly for architects, and a new leadership group.
§ Developed new contract policies and procedures to minimize financial and legal risk to the company.
§ Designed new project manager training program, enhancing accountability and knowledge of financial concepts and tools.
§ Reshaped project accounting coordinator program to be more useful for interacting with project managers on key metrics.
§ Generated incentive compensation planning and analyses for a China joint venture, firm wide bonuses and new business development professionals.
§ Assisted with several CEO, CFO leadership transitions.
§ Manage team of financial analysts to perform scheduled monthly and ad hoc financial analysis.
Financial Planning & Analysis Manager 2010-2011
§ Performed revenue and expense budgeting, cash flow forecasting and monthly metrics and variance reporting for six operational divisions, eight resource groups, nine offices, and a Chinese joint venture.
§ Performed ad hoc analyses and presented recommendations for strategic decisions, including opening / closing offices, strategic acquisitions, key accounts, sub group and office reviews.
§ Spearheaded initiative to reduce working capital successfully collaborated with market leaders to generate reporting and subsequent action items allowing the firm to decrease the working capital DSO by over 20 days and reduce the revolver from $6.5m at its peak to $0 through the first nine months of the fiscal year.
§ Revised monthly financial reporting package to be more metrics focused and used graphs to visually display key growth, margin and cash flow trends.
§ Instrumental in credit agreement amendment negotiations with lenders regarding joint venture approval, increases in revolver capacity and covenant relief.
$400m PRIVATE EQUITY INVESTMENT FUND
Associate Seattle Office 2008-2010
§ Evaluated targeted investments by leading financial, strategic and operational diligence and assessing management and industry dynamics.
§ Completed China joint venture to create the leading Chinese retail and commercial architecture firm with over 200 local architects
§ involved intricate merger and cash flow modeling, as well as diligence on tax implications and cash repatriation.
§ Completed investment in a manufacturer of truck mounted carpet cleaning equipment.
§ Constructed complex financial models to study valuation and return on invested capital.
§ Monitored portfolio company performance and collaborated with senior management teams regarding strategy, operational, and finance decisions.
§ Generated white paper industry initiatives on new investment opportunities in engineering services and IT services.
BOUTIQUE INVESTMENT BANK
Associate Building Materials & Services Group 2003-2008
§ Actively involved with all stages of the transaction process, including industry research, valuation analyses, presenting to potential clients, developing working relationships with company management, writing offering memorandums, contacting potential acquirers, modeling offers and managing the due diligence process, as well as supervising analyst support at all stages of the transaction.
§ Completed 8 transactions with a total transaction value of $530 million mainly in the construction industry.
§ Participated in marketing and business development efforts, including meeting with private equity sponsors, creating unsolicited-pitch presentations for private equity sponsors relating to their portfolio companies, developing potential target client lists, and supporting other organizational goals.
§ Extensive experience with multiple valuation analyses, including leveraged buyout analysis, free cash flow analysis, and comparable companies and transactions analyses.
TITANIUM MANUFACTURING COMPANY
Finance Department Analyst 2002-2003
§ Conducted in-depth research on new industries and products for potential expansion opportunities.
§ Assisted Deloitte & Touche in preparing a company valuation report as part of a goodwill impairment analysis.
§ Researched and prepared financial analysis comparing the company and its competitors using multiple research sources.
§ Generated a trend analysis of the company s capital expenditures to assist in reducing unnecessary costs.
UNIVERSITY OF COLORADO Boulder, Colorado
Leeds School of Business Graduation: December 2002
Area of Emphasis: Finance
§ Learning to speak and read Mandarin
§ Excellent written and verbal communication skills
§ High proficiency in Microsoft Office, with an emphasis in Excel