Atlanta, Georgia, United States
Senior member of finance team and day-to-day leader of the Corporate Finance function. Led the buy-and-sell side financial diligence processes for two exits of PE owners (2020 / 2024). Primary responsibilities included: - FP&A - Led the annual budgeting process and monthly/quarterly reviews of financial performance - GL Accounting - Led the monthly close process, delivering timely and accurate financial statements - Stakeholder Analysis - prepared ad-hoc analyses for PE owners, informing capital allocation decisions - Treasury - Managed the cash flows of the Company, providing actionable insight for leadership - M&A - Oversaw the financial integration of an $80m service business acquired in 2023 - Tax - Led the corporate tax function, ensuring compliance with state, local, and federal requirements - Accounts Payable - managed high volume payables process, ensuring timely payments to customers
Restructuring & Turnaround Services - Advisory services for companies going through Chapter 11 reorganizations - Strategy assessments for private equity portfolio companies - Liquidity analysis, cash flow forecasting and working capital analysis - Profitability analysis and strategic review of revenue enhancement / cost reduction strategies - Acquisition due diligence - Financial statement analysis Significant engagements included; part of a team advising Reddy Ice, Inc. through a Chapter 11 Bankruptcy filing; a detailed review of the cash management and reconciliation process at Reddy Ice, Inc.; a review of the feasibility of a restructure plan for a not-for-profit based in Nashville, TN; a liquidity analysis performed for the lender group of a natural gas drilling company; a profitability analysis of a government defense contractor; acquisition due diligence related to a carve-out of a large publishing house; profit optimization assignment for a large for-profit university including strategic assessments against benchmarks and the formulation of a cost reduction plan that included significant headcount and expense reductions.
Senior Associate with Ernst & Young, LLP, where my primary role was as a member of an audit team on the SunTrust Banks, Inc. account. - Financial statement audits - SAS 100 Quarterly Reviews - SEC Compliance Comfort Letters - Agreed-upon procedures related to student loan portfolio regulatory compliance