Head of Financial Planning & Analysis

• Aug 2021 - Present

Vice President, Strategic Finance

• Jun 2015 - Apr 2021

• Develop and implement a new corporate strategy of maximizing long term value creation through the exploration and creation of new business models and investment opportunities• Assessed all corporate assets to derive required rates of return by portfolio, thereby ensuring sustained profitability and relevance. Proposed recommendations resulted in more than 40 programs being sunset with an estimated cost savings of $18M• Evaluate all new investment opportunities by analyzing financial implications (ROI / NPV) and strategic fit, culminating in a recommended go-to-market strategy through build, buy partner analyses• Lead multi-functional teams on the development, execution and Board approvals for new corporate ventures that either lack precedent, or are outside the confines of business as usual practices Show less

Director, Financial Planning & Analysis

• Mar 2007 - Jun 2015

• Managed a team of professionals in the financial planning & analysis of a $600M portfolio consisting of over 15 individual lines of business with a resulting variance <0.2%• Created discounted cash flow (DCF) valuation models and correlated market sizing/segment analysis used to formulate and secure favorable deal terms in support of new product development opportunities and contractual negotiations• Directed contract negotiations and corresponding strategy, counter-proposals & financial analytics of AARP’s largest joint venture contract, contributing more than $2.5B in revenue to the organization• Performed thorough due diligence of potential new business partners through an evaluative process including in-depth financial statement and operational performance analysis, industry analysis, company outlook and a recommendation on go/no-go decision • Promoted to Director, from Manager, after two years with the firm Show less

Associate

• Sep 2005 - May 2007

• Managed and supported a team of 10+ investment professionals in the financial modeling and asset management of over 70 unique U.S. Real Estate assets • Responsible for monthly analysis & reporting of Carlyle’s U.S. Real Estate Funds performance, including IRR, Equity Multiples & capitalization structures, for distribution to investors and senior management. • Played a key role in raising $2B fund through the creation of a Private Placement Memorandum (PPM) and investor conference presentations. • Develop valuation models across multiple asset types and portfolios using discounted cash flow (DCF), direct capitalization and sales comp methodologies • Promoted to Associate, from Analyst, after one year with the firm Show less

Senior Data Analyst

• Jun 2002 - Sep 2005

• Collaborated with C-level executives to ensure company operational/sales reporting needs were met • Analyzed reporting inefficiencies and through the extensive use of Visual Basic for Applications (VBA) independently implemented the automation of daily reporting; this saved over 10 man-hours daily • Managed over 100 daily reports and met business’s ad-hoc reporting needs using Microsoft (MS) Access, Excel and the corporate Data Warehouse • Created proprietary MS Access databases for specific departmental needs, allowing users to create reports on demand • Earned 3 promotions in my tenure with the company Show less