Atlanta Metropolitan Area
Finance leader with a strong track record of driving strategic growth, operational efficiency, and cross-functional alignment. Brings broad experience across FP&A, Investor Relations, Corporate Development, and Treasury, with a focus on turning insights into action and shaping strategy that delivers measurable results. Known for delivering results and key financial insights that inform executive decision-making, and for building strong teams that foster a culture of collaboration, accountability and continuous professional development.
● Managed the end-to-end quarterly earnings process for NYSE-listed companies (SXC and SXCP), including drafting press releases, investor presentations and executive scripts ● Partnered with senior leadership to shape corporate strategy and craft clear, consistent external messaging for the investment community ● Initiated targeted outreach program to diversify existing institutional investor base and attract new investment and sell-side analyst coverage ● Created and distributed regular updates to executive leadership summarizing investor sentiment, shareholder trends, market dynamics and competitive intelligence ● Supported management through multiple activist shareholder campaigns by facilitating strategic reviews and preparing responsive communications
● Served as a financial and management consultant for Indiana-based firms and provided services in strategic business formulation, expansion, and financial structuring
● Collaborated with JP Morgan Chase and other global institutions to develop a business case for Financial Banking Consolidation ● Designed, created and implemented a Banking Dashboard to track $6 billion of cash, interest and other treasury metrics on a global basis ● Created automated alert process to identify bank fee overcharges and internal costs resulting in potential savings of more than 25% ● Established standardized templates for continuous updating and functionality of Banking Dashboard throughout global implementation ● Interacted with and shadowed tax, audit, corporate finance and investment banking, procurement and additional financial roles to gain in depth insight into various corporate functions and operations