Founder
2018 - PRESENTFulton Advisory- Served as a CFO for a $10-million digital marketing agency focused on higher education. Led, negotiated, and executed business sales, with founders exiting at a premium valuation to a strategic buyer.
- Served as CFO and controller to company providing private debt placements to law firms. Transactional value of over $200 million in capital deployed.
- Ran company that acts as CFO for over ten small businesses and startups. The focus was on cash flow generation, financial modeling, fundraising, and building accounting infrastructure.
- Ran company that provides fully outsourced accounting services for over ten small businesses and start ups. Provided Quickbooks accounting, payroll processing, bill payments, and invoicing.
Focus areas: Capital Structuring, Valuation Analysis, Pricing, Working Capital Management, Financial Planning & Analysis (FP&A), Finance, Accounting, Fundraising, ModelingDirector of Finance and Business Development
2017 - PRESENTAmsted Seals & Forming- Served as a project leader for the $10-million acquisition of Chinese entity, led a global and cross-functional team through the entire acquisition and integration process. This included negotiations and valuation, securing board approval and due diligence, and ultimately closing the deal and integrating the new business.
- Acted as the head of finance and was tasked with building infrastructure and all financial reporting and analysis deliverables.
- Led strategic business development initiatives to expand the company’s addressable market, resulting in an acquisition in China, a joint venture in India, and two long-term supply agreements.
- Prepared and presented the strategy and marketing board presentations to the CEO and senior management of the parent company.
- Developed and executed an aggressive M&A strategy from lead generation to quarterbacking deal closure and integration.
Focus areas: Business Advisory, Business Planning, Commercial Finance, Valuation Multiples, Valuation, Mergers & Acquisitions (M&A)Director of Finance, Eurasia
2014 - 2017Amsted Rail Company, Inc.- Managed complex partner relations for a joint venture with $40 million in revenue. Developed strategies for new product introductions, potential M&A activity, and strategic partnerships in the region. Served as the key facilitator of coordination between teams in the US, Russia, and other countries.
- Identified opportunity and executed the launch of a US sourcing initiative from a Russian joint venture, leading to $8 million in revenue and $1.5 million in earnings for Russian joint venture and the US parent company savings.
- Played an integral role in the negotiation, structuring, financial modeling, and execution of a ten-year supply agreement worth over $300 million.
- Managed and led the finance and human resources departments in the Moscow office, including four direct reports and a total team of ten.
- Built the financial model, prepared an investment analysis, led the due diligence, and negotiated a contemplated $11 million acquisition in the United Kingdom.
Focus areas: Budget Controls, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Working Capital Management, Financial Modeling, Financial AccountingPlant Controller
2012 - 2014Amsted Rail Company- Prepared the financial model, justification, and ROI analysis (NPV, IRR, and so on) for two new production lines totaling $8 million in CapEx.
- Revamped the product costing system to apply overheads more accurately—leading to more precise costing and insight into the profitability by product.
- Led a team of three analysts/accountants, owned the month-end close and all financial accounting for a manufacturing facility with over $50 million in annual revenue.
- Reduced the annual overheads by 15% through consistent coordination with the department managers and by leveraging the SAP.
- Monitored, tracked, and controlled the annual capital expenditure budget of $7 million.
- Prepared and presented the annual business plan and budget to the corporate senior management.
Focus areas: Capital Expenditure Planning, Financial Accounting, Management Accounting, Cost-saving Structure, Cost Benchmarking, Cost Reduction & Optimization