Experience

Adaptec Solutions

• United States
• Automation Machinery Manufacturing
• 100 - 200 Employee

• Controller

  • Feb 2022 - Present

  Rochester, New York Metropolitan Area

• Assistant Controller

  • Oct 2021 - Jan 2022

  Rochester, New York Metropolitan Area Manage, strategize and lead the Treasury and Accounting functions for a $100M revenue company. Lead a team of 4 that comprehend the Payable, Receivable, General Accounting and Payroll function. Train, organize tasks and functions for the members of the team with a constant process improvement mindset. Manage integration of the newest acquisition into our financial by leading a cross-division team.

• Senior Financial Analyst

  • Dec 2020 - Oct 2021

  Rochester, New York Metropolitan Area



3M

• Germany
• Chemical Manufacturing
• 1 - 100 Employee

• Finance Intern

  • Jun 2019 - Aug 2019

  Greater Minneapolis-St. Paul Area Created financial and non-financial tools to support the go-to market strategy for a product of $21M in revenue in order to meet the growth target of 63% per year for the next 5 years. Managed cross-functional meeting to design a process map regarding bidding for $10M opportunities with Marketing, Operation, R&D and Sales functions to identify and resolve issues. Presented actions and strategy to C-level for the new product based on all the information collected to increase revenue to… Show more Created financial and non-financial tools to support the go-to market strategy for a product of $21M in revenue in order to meet the growth target of 63% per year for the next 5 years. Managed cross-functional meeting to design a process map regarding bidding for $10M opportunities with Marketing, Operation, R&D and Sales functions to identify and resolve issues. Presented actions and strategy to C-level for the new product based on all the information collected to increase revenue to $125M while maintaining margins at 20%. Show less



Simon School Venture Fund

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Analyst

  • Oct 2018 - May 2019

  Rochester, New York Area I am leading a team of junior analysts to review and invest in early-stage companies including meeting entrepreneurs, analyzing quantitative and qualitative data, creating valuation models and preparing the speech deck. I am also in charge of pitching the investments to the advisory board which will make the ultimate investment decision.



Hewlett Packard Enterprise

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Credit Analyst

  • Nov 2015 - Jun 2018

  Berkeley Heights, New Jersey I analyzed financial risk for US and Canadian companies, via discounted cash flow modeling, financial ratios and operating trends for projects up to $20M, with personal authority of $10M. I advised C-level risk committee on investment decisions by creating and presenting reports for potential customers with financing recommendations from start-up to Fortune 500. I Led and organized meetings with customers at C-level to gain insight and review strategies and performances of companies to receive… Show more I analyzed financial risk for US and Canadian companies, via discounted cash flow modeling, financial ratios and operating trends for projects up to $20M, with personal authority of $10M. I advised C-level risk committee on investment decisions by creating and presenting reports for potential customers with financing recommendations from start-up to Fortune 500. I Led and organized meetings with customers at C-level to gain insight and review strategies and performances of companies to receive a confidence level in investment decisions. I adapted, managed and structured deals for various profiles of companies based on quantitative and qualitative information via financial models to limit company potential loss in case of default. I audited credit memos within the company as per risk management policy, reported and corrected unusual and non-identified issues within the risk management team for exposure over $1M.

• Customer Delivery Specialist

  • Oct 2014 - Oct 2015

  Berkeley Height I managed deals for customers and suppliers in English and French, processed deals with partners to execute contracts for delivery of equipment for up to $2M timely. I identified and translated contracts with legal and sales teams from English to French to support growth for sales and risk management team leading to proper coverage in the event of default. I increase efficiency in the monthly forecast by process improvement of tracking system permitting to increase turnover efficiency and… Show more I managed deals for customers and suppliers in English and French, processed deals with partners to execute contracts for delivery of equipment for up to $2M timely. I identified and translated contracts with legal and sales teams from English to French to support growth for sales and risk management team leading to proper coverage in the event of default. I increase efficiency in the monthly forecast by process improvement of tracking system permitting to increase turnover efficiency and increase customer satisfaction.