Parsippany, New Jersey, United States
I am a seasoned finance executive with a proven track record in building (or fixing) finance functions to drive superior growth and monetization. Through a tenured career, I have: - worked across industries (manufacturing, hospitality, CPG, professional services, SAAS, retail, medical devices), - built high performing teams on 4 continents, and - navigated a spectrum of risks (geopolitical, macro volatility, industry downturn, tariffs, etc.). I offer a practiced approach to deliver finance transformation and investment monetization. This toolkit is adaptable, and I have applied it to support Revenue and EBITDA growth, margin improvement, operational transformation, M&A, integration, leveraging and deleveraging, building liquidity and dividend capacity, restructuring, turnaround, and exit strategies. This expertise is not simply textbook (although I have written a few of those). My methods were built through continuous: ★ Growth: supporting long-term value creation via market, customer, and retention intelligence ★ Transaction Experience: >90 acquisition, 10 exit / monetization, 3 equity, and 12 material financing deals ★ Change Management: delivering multiple transformation projects across functions and systems ★ International Knowhow: coordinating business and technical finance in over 100 countries I have deep PE experience with 4 successful exits. My most recent roles delivered monetization through: - Strategic sale after 188% EBITDA growth, producing a 24% IRR and 1.96 MOIC - Dividend strategy built on cash flow and liquidity transformation, producing a 95% IRR and 4.45 MOIC - $800m carve out at 10x EBITDA, supporting a 20% reduction in net leverage Strategy | Exit Strategy | Change Management | Private Equity | Global Leadership | Growth | Margin Improvement | Process Optimization | Financial Governance | Controllers | Budgeting | Financial Analysis | Data Strategy | Data Governance | Capital Allocation | Liquidity | Debt & Capital Markets | Financing | Leveraged Environments | M&A | Divestitures | Treasury | Cash Flow | Investor Relations | Global Tax Planning | ERP Implementations | Scalable Systems | CFO
Led strategic finance, accounting, controllers, FP&A, investor relations, internal audit, treasury, tax, and master data ASM Global was a global venue management company operating > 350 arenas, stadiums, theaters, and convention centers • Directed finance aspects of the $2.3 billion sale at 17x EBITDA to Legends, including narrative data, model, quality of earnings audit, data monetization audit, due diligence, Q&A, purchase price negotiations, DOJ review, and closing • Transformed cross-functional processes, collaboration, and reporting to guide 188% EBITDA growth, 80% free cash flow conversion, 35% strategic expansion, and a high teens valuation multiple • Built scalable systems; mobilized a data strategy, introduced automated analytics, and completed >170 ERP conversions • Overhauled FP&A: initiated strategic modeling, redesigned budgeting, systemized management reporting, and established focused data and KPIs • Advanced controllership: modernized cost accounting, standardized revenue recognition, and fixed consolidation • Established governance: initiated disclosure reliability, crafted SOX-ready internal controls, and stood up internal audit • Devised investment governance and modeling for all M&A and a 100+ new venue pipeline with 70% win-rate • Restructured and mentored a global team: instituted professional development plans, training, and up-skilling education • Routinely orchestrated the external audit, board decks, audit committee, capital structure, and investor communications Strategy | Valuation | Monetization | Change Management | Private Equity | Global Leadership | Growth | Exit Strategies | M&A | CFO Facility Services | Entertainment | Infrastructure | Event Management | Hospitality | SAAS | Sponsorship | Retail Merchandise
Led corporate finance, financial strategy, FP&A, treasury, investor relations, and accounts receivable Carestream was a healthcare imaging company, providing X-ray and imaging film, machines, devices, and software • Reorganized corporate finance, financial strategy, FP&A, treasury, and investor relations. Achieved 15% reduction in working capital, 25% cost reductions, a 75% improvement in liquidity, the divestiture of three businesses, and the return of > $1 billion of dividends to shareholders. • Led the finance efforts to carve out three businesses, including the $800 million Dental Digital sale at 10x EBITDA • Executed two $2 billion dividend-structured leveraged loan refinancings and released >$300 million of trapped cash Strategy | Valuation | Monetization | Change Management | Private Equity | Global Leadership | Growth | Exit Strategies | M&A | Carve-outs | CFO Medical Devices | Manufacturing | SAAS | Film
Book: Cash Flow Analysis - A Guide for the Corporate Financial Analyst Published December 2018 This book is a summary guide to effective cash flow analysis and CFO-level presentation for the corporate financial analyst. It is designed to teach corporate analysts how to review and present cash flow information to executives, investors, and the board. Book: ACTUAL CASH FLOW™ - The Route Back to Basics in Corporate Finance Published March 2010 The book is a complete guide for understanding cash flow in today’s firm. It 1) explains the relationships between cash activity, investment, and earnings, 2) dissects how cash flow is presented and interpreted in financial reporting (through GAAP), and 3) outlines how to build cash flow reporting and related analysis. www.ActualCashFlow.com
Led all treasury matters in the £4.2 billion (then $8.4 billion) Americas regions Cadbury Schweppes was a CPG company (former NYSE: CSG) with iconic brands such as Cadbury, Trident, Swedish Fish, Halls, Dr Pepper, and Snapple • Led the structural finance efforts to de-merge the $6 billion beverages and $10 billion confectionary divisions, separating into two companies, Dr Pepper Snapple Group (IPO of former NYSE: DPS) and Cadbury (former NYSE: CBY). • Built the treasury architecture for the £4.2 billion ($8.4 billion), 21 country Americas regions, delivering balance sheet integrity, enhanced cash conversion, cutting edge structured finance, and strategic risk management. • Created a risk management structure to control $700 million of foreign exchange and commodity exposures Monetization | Carve-out | Strategy | Governance | Risk Management | M&A | Capital Structure CPG | Manufacturing
Acted as a restructuring agent focused on inventory reductions, accounts receivable improvement, and cash liquidity. Ahold was a €63 billion ($50 billion) food retail and service company (Amsterdam: AH.AS). Joined Ahold one month before the announcement of accounting irregularities. • Mapped a financial restructuring plan for the $17 billion US Foodservice subsidiary • Managed turnaround team to identify over $500 million in working capital and cost reductions • Renegotiated $1 billion in U.S. Foodservice’s A/R securitization programs after default Turnaround | Restructuring | Capital Structure | CFO | Strategy Retail | Foodservice | Distribution