Experience

MidCap Financial

• United States
• Financial Services
• 200 - 300 Employee

• Vice President - Leveraged Finance Portfolio

  • Aug 2021 - Present

  Bethesda, Maryland, United States



Riveron

• United States
• Business Consulting and Services
• 500 - 600 Employee

• Director

  • Feb 2017 - Aug 2021

  Washington D.C. Metro Area



ECA Medical Instruments

• Medical Equipment Manufacturing
• 1 - 100 Employee

• Independent Consultant

  • May 2016 - Jan 2017

  Significant engagements include: Interim VP of Finance for Small Medical Device Company Tasked with implementing 100-day plan, activities included: • Prepared post transaction accounting analysis including working capital true-up calculation and purchase price accounting. • Identified and implemented financial and operational key performance indicators • Developed and implement weekly flash report containing relevant financial and operational metrics. • Developed… Show more Significant engagements include: Interim VP of Finance for Small Medical Device Company Tasked with implementing 100-day plan, activities included: • Prepared post transaction accounting analysis including working capital true-up calculation and purchase price accounting. • Identified and implemented financial and operational key performance indicators • Developed and implement weekly flash report containing relevant financial and operational metrics. • Developed 2016 Operating Plan • Created and monitored 13-week cash flow forecast • Facilitated bank transition and well as other related lender activities, including but not limited to completing borrowing base certificates, obtaining credit insurance and negotiating bailee waivers for consigned inventory. • Switched human resource model to a professional employer organization “PEO” model that resulted in a 15% cost reduction and freed up company resources. • Identified a 10% working capital reduction by reducing excessive inventory levels on a SKU basis. • Worked with Sales team to implement pricing strategies to reduce cash conversion cycle. • Provided an assessment of revenue recognition policies, identifying inconsistencies with GAAP regarding long-term development contracts. • Prepared ad hoc and return on investment analysis for new business opportunities. Transaction Advisory Services • Pre-investment buy side financial due diligence support. Show less



American Capital

• Financial Services
• 100 - 200 Employee

• Vice President

  • Jun 2003 - Dec 2015

  Washington D.C. Metro Area Vice President in a financial advisory role at a publicly traded private equity firm and global asset manager. Primarily responsible for providing pre and post investment evaluation, CFO advisory services, and portfolio company valuation.



New Plan Excel Realty Trust

• Real Estate
• 1 - 100 Employee

• Analyst

  • 2001 - 2003

  Greater New York City Area



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Senior Associate

  • 1999 - 2001

  Albany, New York Area