Dallas-Fort Worth Metroplex
Seasoned finance leader with proven track record of driving large-scale process improvements and system implementations across global operations. Expert in strategic financial planning, headcount management, and cross-functional leadership in fast-paced, ambiguous environments. Consistently delivers scalable solutions that enhance operational efficiency and financial controls while navigating complex organizational challenges.
Underwrite business credit in a fast-paced transaction environment to approve leases associated with the Microsoft vendor program for small, mid, and large size companies. Independently approve and decline commercial leases and loans. Performed credit analysis and provided written recommendations and rationale by examining credit history, scoring models, capital structure, cash flow, leverage, and liquidity profiles. Structured transactions by reviewing collateral grade, tenor, amount, and personal guarantors. Expertly utilized third party content to build an overall credit profile, including Paynet, Duns & Bradstreet, LexisNexis, Moody’s CreditEdge, IBISWorld industry reports, and credit agency reports. Attended courses on the following subjects: Healthcare Industry and Individual Financial Analysis.
Assisted with underwriting of various credit facilities for financial institutions, including preparing credit approval documentation, conducting risk and profitability analysis, and summarizing bank exposures. Provided written credit recommendations and rationale following meticulous analysis of financial statements and agency reports for large public and private companies. Examined capital structure, cash flow analysis, leverage profile, and liquidity. Monitored an EMEA portfolio of 100 companies, with accountability for spreading financials, sourcing compliance documents, preparing monitoring reviews, and processing Internal Monitoring Documents. Selected as one of five members of the CAMScan team to monitor credit documents for changes.