Global Big 4 Advisory firm. Practice focuses on CFO Advisory, operational and digital transformation. Projects range from M&A deals to process efficiency.
• Assist CFOs of multi-billion dollar companies to clearly define the finance vision and strategy, analyze the performance of the finance function, and design and implement a future state operating model covering all aspects of people, process More ...
VP of Finance and Operations to CFO
SmartAction | El Segundo, CA, USA
A SaaS voice technology firm providing artificial intelligence-based services to call centers.
- Planned and successfully executed two rounds of funding and managed all the due diligence needs surrounding fundraising.
- Negotiated and closed a senior credit facility to refinance debt and provide growth capital.
- Created forecasting and quarterly budgeting processes on a department by department More ...
Finance Director to VP of Finance
Dun & Bradstreet | Malibu, CA, USA
>Assisted the CFO in the cash sale of Dun & Bradstreet Credibility Corp to publicly traded Dun & Bradstreet.
> Negotiated letter of intent with detailed terms (i.e. price, escrow, indemnification provisions, etc).
Led post-merger integration (PMI) which resulted in:
> A successful implementation and transition from Microsoft Dynamics to Oracle Fusion.
> Reduced closing process from 12 days to 3 More ...
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Masters, Finance | Ithaca, NY, USA
Bachelors, Accounting | New York, NY, USA
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