ACQUISITIONS – SENIOR ANALYST DIRECTOR

Fiscal Administration | Investment and Asset Management | Cost Accounting

Dynamic leader who possesses keen analytical abilities and thoroughly evaluates operations FP & A and potential acquisitions to determine best use of resources to increase profitability and performance. Identifies Workflow deficiencies and implements processes and creative solutions to improve and resolve cost accounting and operational concerns. Successfully builds on 15 + years of increasing performance, maximizing revenue streams, integration of team skills , deliverables to drive business growth and successfully work with motivated and dedicated coworkers.

AREAS OF EXPERTISE

 Strategic Planning and Reporting

 Internal Controls

 Data Analytics, Acquisitions Analysis

 Business Projections and Valuations

 Portfolio Management

 Risk Mitigation

 KPI Monitoring and Improvement

 Financial Modeling

 Yields Rate of Returns ROA

 Excellent Verbal and Written Communication

 Tech Savvy

 Strong Work Ethic

 Decision Support

 Team Leadership

 Asses Asset Performance

 Team Relationship Building

HIGHLIGHTED ACHIEVEMENTS

 Monitoring Cashflow Uses & Resources Operational Developments on over 120 Investments in PE Pre IPO stage

Companies

 Working together with key personnel executives prudently managing large portfolio with approx. 120-150 active

investments

 Coordinating Shark Tank type event with over 1000 participants foe CEO’s to present to Venture Capitalists and Private

Equity Investors . Vetted and Assisted in Business Models for 5 powerful candidates from a pool of 140, VC resulting in

a highly successful event.

 Present Hedge Fund Investment Partnership Seminar on structure of financial instruments to team of 30 senior level

colleagues and supervisors in the Fund Accounting and Portfolio Management Role responsible for over $2 Billion in

assets under management.

 Identify operational challenges and customer trends which resulted in 35% increase in revenue for food chain

business. Observing and Monitoring Treasury Functions Developments and Cash Flow Consolidations