Chicago, Illinois, United States
Valuation and finance professional with +10 years of experience spanning valuations, FP&A, M&A, and debt advisory. Extensive experience managing complex valuation engagements ranging from early-stage assignments to +$5B transactions across diverse industries and geographies. Known for rigorous analytical rigor, advanced financial modeling, strong project management, and high-quality reports and presentations. Work history includes significant accomplishments across financial reporting (FP&A), including the implementation of two finance transformation initiatives and process improvements, such as developing and strengthening budgeting and forecasting models; creating insightful financial models to identify KPIs and cost-reduction opportunities; and automating and improving reporting packages to reduce errors, enhance narrative clarity, and standardize procedures. Played a pivotal role in the execution of 10+ M&A and debt-financing transactions across several countries and industries. Worked in the or CORE COMPETENCIES • Financial Modeling (DCF/LBO/Trading Comps/Precedent Transactions/3-Statement/Debt Capacity) • Valuations (Financial Reporting/Litigation/Tax/M&A and Strategic Planning) • FP&A/M&A/Debt Advisory/Strategic Finance • Project Management • Process Improvement • Budgeting & Forecasting • Strategic Finance and Commercial Acumen • Client and Team Management • Research and Report Writing
Secretariat is a leading expert services and consulting practice, specializing in valuation and economic damages, international arbitration, commercial litigation, construction and forensic investigations. Oversaw complex valuation engagements across the U.S. and LATAM for litigation matters, covering companies from startups to +$5B in enterprise value. Delivered defensible analyses by building valuation models, stress-testing projections, selecting appropriate methodologies and discount rates, and preparing high-quality expert reports. Supported IP team through financial modeling and analysis. Accomplishments • Received client recognition for work on an $18 million valuation engagement involving a shareholder dispute. The analysis resulted in a 20% reduction in minority shareholder value and supported a favorable court ruling for the client. • Played a pivotal role in a valuation dispute for a major energy company, performing valuation analyses (DCF, trading comparables, and precedent transactions), drafting sections of expert report, and developing detailed rebuttal analyses. • Built valuation model and analyses based on Spanish-language financial and legal documents in a cross-border shareholder dispute for a $500 million consumer company in Latin America, ensuring valuation integrity, clear client communication, and minimizing reliance on unofficial translation tools.
Crowe LLP is a public accounting and consulting firm that provides audit, tax, and consulting services to public and private entities. Applied income, market, and cost approaches—including Relief from Royalty and Multi-Period Excess Earnings methods—for business valuations, PPAs, as well as valuations for tax, M&A and Strategic Planning. Reviewed transaction and company documents, built and validated valuation models, prepared client reports, managed client discussions, and identified and valued intangible assets while stress-testing assumptions and reviewing junior team work. Accomplishments • Managed the successful execution of+25 valuations, often concurrent, for financial reporting, tax, M&A, strategic planning, and audit reviews. • Developed standardized procedures to improve logic, structure and automation of models reducing errors and timing throughout the execution of valuation engagements.
Kemper is one of the nation’s leading specialized insurers. With approximately $12 billion in assets, Kemper is improving the world of insurance by providing affordable and easy-to-use personalized solutions to individuals, families and businesses through its Kemper Auto and Kemper Life brands. Managed and developed corporate reporting models in Adaptive during finance transformation, overseeing budgeting and forecasting for expenses and leading monthly reporting consolidation with variance analysis. Built driver-based financial models for FP&A, M&A, and strategic planning, identifying KPIs and trends while automating and improving reporting and forecasting processes. Accomplishments • Managed and built corporate reporting models in Adaptive tool during finance transformation. • Developed driver-based financial models for FP&A, M&A and strategic planning purposes, and identified KPIs, trends and variances to reduce expenses worth $3 million.
OneSpan delivers award-winning cybersecurity, digital transaction security, and mobile app shielding solutions, primarily serving clients in financial services and healthcare companies. Managed annual budgeting and reforecasting processes, developed KPIs aligned to strategic plans, and created dashboards to monitor performance and enhance automation. Built long-term planning models during Anaplan implementation and prepared management presentations as well as monthly and quarterly financial reporting packages. Accomplishments • Advised management on the acquisition of $60 million company in the UK, leading all aspects of financial modeling, valuation, and due diligence. Identified and proposed the negotiation of debt-like items reducing the purchase price by $1.5 million. • Developed standardized reporting templates across three business units, validated source data, incorporated driver-based forecasting and budgeting models, and implemented Anaplan to support long-range planning and scenario analysis.
Plante Moran Corporate Finance (PMCF) is an investment bank providing merger and acquisition services to companies throughout the Americas, Europe, and Asia. Performed advanced financial modeling and valuation analyses, including DCF, comparable companies, precedent transactions, LBO, and merger models. Evaluated and modeled a range of corporate finance alternatives and conducted due diligence sell-side M&A engagements. Prepared client pitch books and marketing materials with detailed industry analysis and supported M&A execution while assisting in the development and maintenance of client relationships. • Actively contributed to the execution of eight advisory transactions, totaling $650 million, across several sectors, while managing two analysts. • Following a second round of marketing, proactively identified and targeted a private equity firm with a strategic focus on metal fabrication and engineering. Initiated contact, presented the opportunity, and cultivated the relationship, resulting in an executed LOI and selection of the firm as the sole buyer for the M&A transaction.