Experience

Interior Logic Group, Inc.

• United States
• Design Services
• 700 & Above Employee

• Senior Manager M&A

  • Apr 2023 - Present

  1. Developed and managed a robust M&A target pipeline using Hubspot, resulting in the successful closure of one deal, with an additional deal under LOI and 3-4 in advanced stages of negotiation. 2. Authored a comprehensive M&A Playbook, outlining strategies, tactics, and operational guidelines to streamline and enhance the M&A process, significantly improving efficiency and outcomes. 3. Conceptualized and implemented a deal-specific project plan with critical stage gates… Show more 1. Developed and managed a robust M&A target pipeline using Hubspot, resulting in the successful closure of one deal, with an additional deal under LOI and 3-4 in advanced stages of negotiation. 2. Authored a comprehensive M&A Playbook, outlining strategies, tactics, and operational guidelines to streamline and enhance the M&A process, significantly improving efficiency and outcomes. 3. Conceptualized and implemented a deal-specific project plan with critical stage gates, ensuring timely and systematic progression of deals from initiation to closure, enhancing deal success rate. 4. Established a secure due diligence process managed through Ansarada Data Room software, mitigating risk and enhancing data integrity, security, and accessibility during the M&A process. 5. Demonstrated industry versatility with comprehensive M&A experience in both the healthcare and construction industries, with a recent focus on multi-family flooring property services at Interior Logic Group. Show less 1. Developed and managed a robust M&A target pipeline using Hubspot, resulting in the successful closure of one deal, with an additional deal under LOI and 3-4 in advanced stages of negotiation. 2. Authored a comprehensive M&A Playbook, outlining strategies, tactics, and operational guidelines to streamline and enhance the M&A process, significantly improving efficiency and outcomes. 3. Conceptualized and implemented a deal-specific project plan with critical stage gates… Show more 1. Developed and managed a robust M&A target pipeline using Hubspot, resulting in the successful closure of one deal, with an additional deal under LOI and 3-4 in advanced stages of negotiation. 2. Authored a comprehensive M&A Playbook, outlining strategies, tactics, and operational guidelines to streamline and enhance the M&A process, significantly improving efficiency and outcomes. 3. Conceptualized and implemented a deal-specific project plan with critical stage gates, ensuring timely and systematic progression of deals from initiation to closure, enhancing deal success rate. 4. Established a secure due diligence process managed through Ansarada Data Room software, mitigating risk and enhancing data integrity, security, and accessibility during the M&A process. 5. Demonstrated industry versatility with comprehensive M&A experience in both the healthcare and construction industries, with a recent focus on multi-family flooring property services at Interior Logic Group. Show less



Ivy Rehab Physical Therapy

• United States
• Health, Wellness & Fitness
• 700 & Above Employee

• Manager of M&A Integrations

  • Apr 2021 - Apr 2023

  1. Direct all workstreams relating to M&A across all key stakeholders, lead for both Due Diligence & Integrations 2. Relationship lead for all sellers; strong emphasis on project management through change management 3. Develop and maintain project plans specific to the various acquisition integration processes within finance, facilities, and legal, and other functional departments 4. Plan & manage third party vendors, ensuring external stakeholders stay in scope and on… Show more 1. Direct all workstreams relating to M&A across all key stakeholders, lead for both Due Diligence & Integrations 2. Relationship lead for all sellers; strong emphasis on project management through change management 3. Develop and maintain project plans specific to the various acquisition integration processes within finance, facilities, and legal, and other functional departments 4. Plan & manage third party vendors, ensuring external stakeholders stay in scope and on time. 5. Build out and continuously improve integration capabilities by identifying and developing process improvements, best practices, and tools to increase the efficiency and effectiveness of the team and improve the quality of integration efforts. 6. Create timelines and estimates, monitoring costs and deliverables to ensure in scope and on time; recommend adjustments as necessary to mitigate risk Show less 1. Direct all workstreams relating to M&A across all key stakeholders, lead for both Due Diligence & Integrations 2. Relationship lead for all sellers; strong emphasis on project management through change management 3. Develop and maintain project plans specific to the various acquisition integration processes within finance, facilities, and legal, and other functional departments 4. Plan & manage third party vendors, ensuring external stakeholders stay in scope and on… Show more 1. Direct all workstreams relating to M&A across all key stakeholders, lead for both Due Diligence & Integrations 2. Relationship lead for all sellers; strong emphasis on project management through change management 3. Develop and maintain project plans specific to the various acquisition integration processes within finance, facilities, and legal, and other functional departments 4. Plan & manage third party vendors, ensuring external stakeholders stay in scope and on time. 5. Build out and continuously improve integration capabilities by identifying and developing process improvements, best practices, and tools to increase the efficiency and effectiveness of the team and improve the quality of integration efforts. 6. Create timelines and estimates, monitoring costs and deliverables to ensure in scope and on time; recommend adjustments as necessary to mitigate risk Show less



E-Com Advisers LLC

• Tampa, Florida, United States

• Financial Controller

  • Sep 2020 - Jan 2021

  1. Oversee financial management, contribute to drive gross sales for e-commerce startup company in year 2 to $22M 2. Prepare, audit, and present accounting records, financial statements, or other financial reports to assess accuracy & completeness to ownership 3. Created Merchant Deposit (MID) Report, to true up gross sales with sales depositing into bank accounts 4. Developed Rebill Forecast to project future cash flows down to 1% accuracy 5. Report frequently to… Show more 1. Oversee financial management, contribute to drive gross sales for e-commerce startup company in year 2 to $22M 2. Prepare, audit, and present accounting records, financial statements, or other financial reports to assess accuracy & completeness to ownership 3. Created Merchant Deposit (MID) Report, to true up gross sales with sales depositing into bank accounts 4. Developed Rebill Forecast to project future cash flows down to 1% accuracy 5. Report frequently to ownership to provide updates across all of Finance & Accounting; including Profit & Loss, Balance Sheet, Gross Sales, Outstanding Payables, Cash Positioning, Rebill Forecasting, etc. 6. Decision & prioritize AP accounts 7. Reconciliation of Bank Accounts (100+) including credit cards & merchant accounts (300+) 8. Prepare necessary financial record for K1 tax filing requirements 9. Responsible for successful recruiting, training, mentoring and retention of a team of direct reports 10. Ad hoc projects for management, as needed – Rebill Forecast & MID Deposit Report were created from scratch Show less 1. Oversee financial management, contribute to drive gross sales for e-commerce startup company in year 2 to $22M 2. Prepare, audit, and present accounting records, financial statements, or other financial reports to assess accuracy & completeness to ownership 3. Created Merchant Deposit (MID) Report, to true up gross sales with sales depositing into bank accounts 4. Developed Rebill Forecast to project future cash flows down to 1% accuracy 5. Report frequently to… Show more 1. Oversee financial management, contribute to drive gross sales for e-commerce startup company in year 2 to $22M 2. Prepare, audit, and present accounting records, financial statements, or other financial reports to assess accuracy & completeness to ownership 3. Created Merchant Deposit (MID) Report, to true up gross sales with sales depositing into bank accounts 4. Developed Rebill Forecast to project future cash flows down to 1% accuracy 5. Report frequently to ownership to provide updates across all of Finance & Accounting; including Profit & Loss, Balance Sheet, Gross Sales, Outstanding Payables, Cash Positioning, Rebill Forecasting, etc. 6. Decision & prioritize AP accounts 7. Reconciliation of Bank Accounts (100+) including credit cards & merchant accounts (300+) 8. Prepare necessary financial record for K1 tax filing requirements 9. Responsible for successful recruiting, training, mentoring and retention of a team of direct reports 10. Ad hoc projects for management, as needed – Rebill Forecast & MID Deposit Report were created from scratch Show less



WellCare Health Plans

• United States
• Insurance
• 700 & Above Employee

• Finance Supervisor

  • Feb 2019 - Sep 2020

  • Supervises team in the development and implementation of efficient travel and expense program by ensuring familiarity with Travel and Expense Policy, i.e. create employee training materials and tools, self-guided credit card application and onboarding, maintenance of info page on SharePoint, and development of dashboard travel metrics among others. • Oversees the day-to-day activities between team members and internal business partners to ensure effective and efficient project… Show more • Supervises team in the development and implementation of efficient travel and expense program by ensuring familiarity with Travel and Expense Policy, i.e. create employee training materials and tools, self-guided credit card application and onboarding, maintenance of info page on SharePoint, and development of dashboard travel metrics among others. • Oversees the day-to-day activities between team members and internal business partners to ensure effective and efficient project completion. • Ensures communication strategies are consistent with company policy to achieve optimum results. Advises senior management in long-range planning and execution. • Plans, conducts and supervises work on complex projects. Monitors project plans & tools that deliver successful implementation & execution of travel and credit card programs including formal requests for proposals and makes recommendations. • Leads various process improvement matrix groups across the company to identify and solve a wide variety of cross-functional processes, procedures and interdepartmental communication. • Researches, analyzes and resolves internal customer service issues related to travel management. Proactively implements changes to improve and enhance the travel management program. Establish and maintain strong business relationships with preferred travel management related service vendors. • Works with Enterprise Procurement Team for collaboration in negotiating the most cost effective global/regional/local travel arrangements • Manages Concur administration or similar travel management systems/applications. • Develops and drives enforcement travel and expense policies. Monitors travel and expense submissions and recommends strategies to improve compliance. Responsible for credit card administration. • Performs other supervisory ad hoc duties as assigned.

• Senior Treasury Analyst

  • Aug 2017 - Feb 2019

  • Performs monthly closing responsibilities including recording journal entries, account analysis, and reconciliations using Oracle. • Provides support for SEC and Statutory reporting requirements and ensure assets/holdings are in compliance within GAAP and NAIC guidelines. • Analyzes balance sheet including cash, investments, restricted assets and debt. • Interacts with banks, investment companies and other departments to provide excellent customer service relating to Treasury… Show more • Performs monthly closing responsibilities including recording journal entries, account analysis, and reconciliations using Oracle. • Provides support for SEC and Statutory reporting requirements and ensure assets/holdings are in compliance within GAAP and NAIC guidelines. • Analyzes balance sheet including cash, investments, restricted assets and debt. • Interacts with banks, investment companies and other departments to provide excellent customer service relating to Treasury operations and problem resolution. • Conducts variance analysis including bank charges, departmental expenses, investment income and adopting some control measures that would minimize the amount of cash lost via bank charges or interest opportunity cost. • Monitors and analyzes all cash, investments, debt, interest income, and yields. • Analyzes cash, banking and investment positions using investment application such as Clearwater Analytics to ensure liquidity to meet operational needs and offer continuous improvement of cash management. • Develops and maintains treasury policies and procedures aimed at SOX and regulatory compliance. • Cross trains in cash management functions to serve as backup for other team members. • Performs various other duties as assigned by management.

• Treasury Analyst

  • Aug 2015 - Aug 2017

  • Serve as “subject matter expert” for assigned areas including an understanding of the underlying processes and transactions. • Collaborates with Compliance to institute initial and yearly attestation of accountability, responsibilities and compliance to policies. • Complies with all corporate policies, GAAP standards and statutory requirements. • Sets daily cash position using information reporting from various banking applications. • Executes wire transfers to meet funding… Show more • Serve as “subject matter expert” for assigned areas including an understanding of the underlying processes and transactions. • Collaborates with Compliance to institute initial and yearly attestation of accountability, responsibilities and compliance to policies. • Complies with all corporate policies, GAAP standards and statutory requirements. • Sets daily cash position using information reporting from various banking applications. • Executes wire transfers to meet funding requirements necessary to daily cash position. • Maintains bank electronic funds transfer templates/administrator of online banking applications (assigns user set-ups, etc). • Assists in establishing of or closing of bank accounts, CDs, MMs, as necessary. • Reconciles prior day cash activities to ensure accuracy and prepare/post daily cash transactions to general ledger. • Maintains cash desk procedures manuals, signature cards, and interacts with banks and various departments at multiple locations to provide excellent customer service relating to treasury operations and resolve banking issues. • Special ad hoc projects as assigned



Campus Apartments

• United States
• Real Estate
• 200 - 300 Employee

• Senior Treasury Analyst

  • Sep 2013 - Aug 2015

  Sr. Treasury Analyst Worked with more than 35 banks to administer over 200 bank accounts for 70+ properties. Created budgets for debit services to make decisions regarding payables. Processed, reviewed, and analyzed cash, currency, and credit transactions to minimize risk and comply with regulations. Responded to and supported audit inquiries. Identified and implemented process improvements that increased accuracy, integrity, and productivity. • Oversaw operating budgets by analyzing… Show more Sr. Treasury Analyst Worked with more than 35 banks to administer over 200 bank accounts for 70+ properties. Created budgets for debit services to make decisions regarding payables. Processed, reviewed, and analyzed cash, currency, and credit transactions to minimize risk and comply with regulations. Responded to and supported audit inquiries. Identified and implemented process improvements that increased accuracy, integrity, and productivity. • Oversaw operating budgets by analyzing revenue, cost allocation, and expenditures to optimize cost controls • Reviewed ledger entries, accounts payable and receivable activity, reconciliations, and payroll to ensure accuracy • Confirmed cash and clearing GL account postings are reviewed and reconciled according to specified controls • Liaised with banks and auditors to clarify adjustments, bank statement items, and bank balances of certain date • Opened new bank accounts as needed; coordinate with banks to carry out cash management activities • Oversaw creation/management of reports that illustrate daily cash positions of both corporation and properties • Worked closely with third party ownership groups to provide financial insight through weekly cash flow analyses • Trained new employees on cash management duties; ensure new hires understand expectations and standards • Integrated GL systems from Yardi to PSI Entrata • Directed complex banking transition for 30+ property portfolio of major third party client

• Treasury Analyst

  • Jun 2011 - Sep 2013

  Treasury Analyst Supported senior analysts/accountants with reporting, decision making, problem resolution, and special projects. Promoted to senior treasury analyst in little over one year based on outstanding performance. • Created reports for senior management that were relied upon in decision making • Reviewed cash position and budgets to make determinations on timing of check runs • Assisted accountants with bank reconciliations and identifying/resolving other problems that… Show more Treasury Analyst Supported senior analysts/accountants with reporting, decision making, problem resolution, and special projects. Promoted to senior treasury analyst in little over one year based on outstanding performance. • Created reports for senior management that were relied upon in decision making • Reviewed cash position and budgets to make determinations on timing of check runs • Assisted accountants with bank reconciliations and identifying/resolving other problems that occurred



Alliance Bank (Broomall, PA)

• United States
• Banking

• Personal Banker

  • 2010 - 2011



TD

• Canada
• Banking
• 700 & Above Employee

• Customer Service Representative

  • 2010 - 2010

• Bank Teller

  • 2005 - 2010