Experience

Elroy Air

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2021 - Present



Bristow Group

• United States
• Airlines and Aviation
• 700 & Above Employee

• VP, Treasurer & Head of Investor Relations

  • Jun 2020 - Sep 2021



Era Helicopters

• United States
• Airlines and Aviation
• 200 - 300 Employee

• Senior Vice President, Strategy and Corporate Development

  • 2018 - Jun 2020



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Director

  • 2008 - 2018

  Industrials Group - Transportation, Aviation and Commercial Aerospace Head of Americas Commercial Aerospace and Global Head of Helicopter Coverage -Led origination and execution of a full range of strategic advisory and capital markets assignments including: corporate mergers, acquisitions, divestitures, initial public offerings, equity follow-ons, leveraged buyouts, high yield bonds, term loans and other corporate and investment banking offerings -Responsible for all elements of… Show more Industrials Group - Transportation, Aviation and Commercial Aerospace Head of Americas Commercial Aerospace and Global Head of Helicopter Coverage -Led origination and execution of a full range of strategic advisory and capital markets assignments including: corporate mergers, acquisitions, divestitures, initial public offerings, equity follow-ons, leveraged buyouts, high yield bonds, term loans and other corporate and investment banking offerings -Responsible for all elements of client coverage and business origination with direct dialogue and deep relationships with executives at some of the largest aviation and commercial aerospace companies including airlines, helicopter operators, aircraft lessors, OEMs, aircraft component manufacturers and MRO providers -Successfully executed over $140 billion of debt, equity and M&A transactions -Developed detailed industry overviews, business valuations, capital market analytics and strategic alternatives assessments -Simultaneously managed multiple deal teams consisting of investment banking vice presidents, associates and analysts, senior product partner specialists and client resources -Captain and Co-founder of Fuqua School of Business recruiting team and key representative in Duke undergraduate recruiting. Led Duke and Fuqua on campus hiring processes for Deutsche Bank; interviewed, recruited and hired over 100 analysts and associates Show less Industrials Group - Transportation, Aviation and Commercial Aerospace Head of Americas Commercial Aerospace and Global Head of Helicopter Coverage -Led origination and execution of a full range of strategic advisory and capital markets assignments including: corporate mergers, acquisitions, divestitures, initial public offerings, equity follow-ons, leveraged buyouts, high yield bonds, term loans and other corporate and investment banking offerings -Responsible for all elements of… Show more Industrials Group - Transportation, Aviation and Commercial Aerospace Head of Americas Commercial Aerospace and Global Head of Helicopter Coverage -Led origination and execution of a full range of strategic advisory and capital markets assignments including: corporate mergers, acquisitions, divestitures, initial public offerings, equity follow-ons, leveraged buyouts, high yield bonds, term loans and other corporate and investment banking offerings -Responsible for all elements of client coverage and business origination with direct dialogue and deep relationships with executives at some of the largest aviation and commercial aerospace companies including airlines, helicopter operators, aircraft lessors, OEMs, aircraft component manufacturers and MRO providers -Successfully executed over $140 billion of debt, equity and M&A transactions -Developed detailed industry overviews, business valuations, capital market analytics and strategic alternatives assessments -Simultaneously managed multiple deal teams consisting of investment banking vice presidents, associates and analysts, senior product partner specialists and client resources -Captain and Co-founder of Fuqua School of Business recruiting team and key representative in Duke undergraduate recruiting. Led Duke and Fuqua on campus hiring processes for Deutsche Bank; interviewed, recruited and hired over 100 analysts and associates Show less



GE

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Sourcing Finance Leader

  • 2005 - 2006

  Directed financial planning, modeling, and analysis for $3 billion direct materials buy -Partnered with the Sourcing General Manager and operations team to ensure budget accountability and drive P&L improvement -Led forecasting process to establish quarterly, annual and long-term strategic financial plans  Managed quarter and year-end closing and reporting processes -Forecasted inflation, assessed market forces in the hydrocarbons industry, and advised buyers on supplier contracts… Show more Directed financial planning, modeling, and analysis for $3 billion direct materials buy -Partnered with the Sourcing General Manager and operations team to ensure budget accountability and drive P&L improvement -Led forecasting process to establish quarterly, annual and long-term strategic financial plans  Managed quarter and year-end closing and reporting processes -Forecasted inflation, assessed market forces in the hydrocarbons industry, and advised buyers on supplier contracts terms and structure Awards: Sourcing General Manager’s Award for Process Improvement and CFO’s Award for Simplification

• Lean Six Sigma Black Belt

  • 2003 - 2005

  Led six sigma projects utilizing Lean techniques and statistical methods to empirically improve finance processes -Project manager for the implementation of GE Plastics’ global financial reporting tool. -Managed team of 10 consultants and directed communications and training for a 600-member finance community -Managed the development and launch of the Global Contribution Margin Tool enabling the commercial team to optimally price thousands of products. Led a 20-member team, drove… Show more Led six sigma projects utilizing Lean techniques and statistical methods to empirically improve finance processes -Project manager for the implementation of GE Plastics’ global financial reporting tool. -Managed team of 10 consultants and directed communications and training for a 600-member finance community -Managed the development and launch of the Global Contribution Margin Tool enabling the commercial team to optimally price thousands of products. Led a 20-member team, drove development and validation efforts -Led Lean initiatives focused on delivering quality to reduce financial reporting process time and ensure cost center integrity -Led FP&A and commercial analysis outsourcing efforts. Resulted in 40% cost reduction -Certified Lean / DMAIC Six Sigma Black Belt

• Financial Management Program (FMP)

  • 2001 - 2003

  Completed rigorous FMP training program consisting of four six-month rotations with concentrations in commercial finance, manufacturing finance, project leadership, and financial planning and analysis. -Performed financial analysis and KPI tracking to facilitate financial and operational improvements -Led war room budget reviews with plant manager and operations team to reduce costs and drive accountability -Managed quarter and year-end closing and reporting processes -DMAIC Six… Show more Completed rigorous FMP training program consisting of four six-month rotations with concentrations in commercial finance, manufacturing finance, project leadership, and financial planning and analysis. -Performed financial analysis and KPI tracking to facilitate financial and operational improvements -Led war room budget reviews with plant manager and operations team to reduce costs and drive accountability -Managed quarter and year-end closing and reporting processes -DMAIC Six Sigma Greenbelt certification