Director of Mergers and Acquisitions

• Feb 2023 - Present

Director of M&A Integrations

• Jun 2021 - Jan 2023

As the Director of Integrations, my primary function is to serve as the leader of Mergers & Acquisitions (M&A) activity at the enterprise level. I coordinate the functions of all internal parties, and serve as liaison between them and prospective sellers. At times when M&A activity is slow, I am also responsible for Accounts Receivable (AR) reporting and reconciliation, Key Performance Indicator (KPI) aggregation and reporting, and vehicle fleet management. *Created and managed a comprehensive mergers & acquisitions (M&A) process which encompasses target-selection, due diligence, integration planning, and post-close implementation *Served as centralized liaison between internal and external parties throughout the deal process *Developed excel-based workbook structure, then aggregated and disseminated content for weekly key performance indicators (KPIs) reporting *Directed accounts receivable (AR) reconciliation and reporting processes and managed the fleet during periods between M&A activity Show less

Mergers & Acquisitions Integration Manager

• Apr 2019 - Jun 2021

I served as the bridge between the M&A and Field Operations leadership teams, ensuring that acquisitions achieve corporate strategic goals in a manner that is smooth and non-disruptive to existing operations.*Created and directed cross-functional due-diligence processes and procedures to ensure that only the best companies were targeted for upcoming mergers & acquisition*Evaluated potential acquisition targets and presented findings to business units and internal leadership*Developed and coordinated the execution of the integration plans for acquired businesses post-close*Continually refined M&A strategies and processes based on post-close deal feedback from sellers*Lead the execution of business development initiatives, including international acquisitions, partnerships, and other projects*Lead the M&A governance process as the project manager to ensure that sufficient workflows and approvals are in place Show less

Branch Manager

• Jun 2016 - Apr 2019

As branch manager, I functionally served as the sales manager, operations manager, and liaison between the branch and corporate office, leading the day-to-day operations of a diverse team of between 20 and 25 associates while maintaining a generative safety culture. I believe that quality customer service and safe, ethical, controlled practices ultimately drive "the bottom line". *Directed day-to-day operations of branch responsible for ~$4 million inannual revenue*Produced excel-based tracking systems encompassing everything from prospects, to pendingproposals, through to closed historical sales, which allowed the sales team to prioritize their timeand effort*Reduced overtime by 35% by personally recruiting, hiring, and training adiverse team of ~25 associates*Exceeded annual revenue targets for 4 consecutive years whilesimultaneously reducing expenses*Maintained a generative safety culture at the branch, thereby reducingsafety incidents by 60% in the first year Show less

Leadership Development Manager

• Jun 2015 - Jun 2016

Through diverse cross training and exposure, I trained to manage a struggling branch and provide high-level feedback to senior leadership. During this time I was successfully able to drive branch performance from the bottom quartile to the top quartile within the company, while simultaneously developing myself as a leader.*Performed every job function involved in supporting branch operations,providing meaningful feedback to senior executive leaders in between jobrotations*Worked with the Instructional Design team to improve best practices andnew-hire training processes based on firsthand experience*Quickly adapted to a new industry (pest control)*Only Leadership Development program participant ever to score a full 5/5on annual performance review*Only participant to be placed as full-time branch manager in the samebranch where training took place, due to excellent rapport with the rest of the branch Show less

Jewelry Sales & Design Associate

• Sep 2012 - May 2015

Starting in a sales position, I quickly learned a litany of new skills and product knowledge in order to be able to sell, repair, and custom-create fine jewelry. The store had a very small staff size, never more than 10 employees, which meant that everyone had to work closely together to keep the business running smoothly. After just a few months I was one of the most senior staff-members and had been cross-trained on the sales floor, repair shop, and office. For the majority of my time at JBD I worked as a "utility player" working with all 3 departments on projects that applied my unique understanding of the business as a whole to increase efficiency, saving the store money. I was also the sole Engraver for JBD, self taught. Show less

Finance Department Intern

• May 2014 - Sep 2014

During the summer of 2014, I worked as an intern for the City of Woodstock, GA in the Finance department. The city operates on a fiscal year which runs from July 1-June 30, so I played an integral part in closing out the 2013-2014 FY as well as creating the budget for the new FY. I was also assigned to a number of projects that involved re-structuring excel workbooks to make day-to-day record retention more efficient for the next fiscal year. In my spare time, I worked with the Utility Billing department to come up with creative new ways to track water usage throughout the city and analyze data which was gathered, which reduces errors in billing. I also created a grant application process for the city which streamlined application approval and eliminated redundancies in the city's grant-fund management process in accordance with relevant local, state, and federal statutes. Show less

Maintenance

• May 2012 - Aug 2012

Telerecieving

• Jun 2010 - Nov 2010

As a telereciever for PGI, I worked in a call center which recieved orders via telephone from 14 different catalogues. The daily work was a mix of data entry and sales, because in addition to placing orders and managing customer accounts, I was also resposnible for meeting a weekly upsell quota on bonus sales. In my first week with PGI I placed first overall in upsells, and was ranked in the top 5 amongst all call center employees each week thereafter. As a telereciever for PGI, I worked in a call center which recieved orders via telephone from 14 different catalogues. The daily work was a mix of data entry and sales, because in addition to placing orders and managing customer accounts, I was also resposnible for meeting a weekly upsell quota on bonus sales. In my first week with PGI I placed first overall in upsells, and was ranked in the top 5 amongst all call center employees each week thereafter.