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Phone: 773.710.4627

Strategic Finance and Corporate Planning Leader
I build organizations. Kellogg (Northwestern) MBA with extensive international experience

Led integration of $20B+ in M&A Discovered $700k in profit opportunities from unbilled
Delivered $75M in synergies above expectations revenue and misstated costs
Created integration teams Co-designed and implemented balanced scorecard
Reduced financial reporting volume by > 20% Reduced management reporting cycle time by 67%
Improved margins 10% and saved $1M by discovering Named Grand Champion of the Prairie Fire business
and closing 15 underperforming locations plan competition, among >600 entrants, winning $175K

Financial/strategic planning, financial analysis, cross-functional project management and M&A

$100B+ pharmacy retailer, wholesaler, and health & wellness provider
Director, M&A Integration, Finance & Accounting 2014 - Present
Continuing the responsibilities of my previous role while adding additional responsibilities in other transformation projects
Led integration planning effort of $17B acquisition of Rite-Aid for accounting shared services
Led pre-signing integration planning and related diligence for $10B strategic partnership with Prime Therapeutics
Led implementation of a $100M+ finance ERP platform, including driving completion of deliverables (technical and non-
technical) and engaging business resources to ensure the operating effectiveness of solutions
Senior Mgr. M&A Integration, Finance & Accounting 2011-2014
Responsible for leading a team integrating all aspects of finance operations of acquired entities and unwinding divestitures.
Created a team responsible for integrating all aspects of finance operations (12 separate workstreams) for acquired entities
Member of Integration Leadership Team (ILT) for >$1B worth of M&A activity across numerous businesses
Created standardized integration work plans for finance workstreams
Created reporting mechanisms for all major acquisitions, leading to documented realization of net synergies ~$75M above deal
model expectations
Authored synergy tracking guidelines for reporting on deal performance
Built an online (sharepoint) presence providing a one-stop shop for all integration workstreams (finance or otherwise) to build,
learn, and monitor finance integration tools and activities
Eliminated consultant spend for finance integration activities saving >$100K annually
Created a forecasting and cash flow model enabling an audit process which led to a recovery of >$400k during TSA
Nominated for CFO Award for Leadership (introduced the concept and guided construction of a model for estimating
integration costs for various finance workstreams)
M&A Consultant 2010-2011
Performed due diligence on several multi-million dollar acquisitions (and sell-side transactions) of home health care and
pharmacy companies
Provided adjustments for purchase price negotiation
Prepared budgets for all target locations as assimilated into acquiring business
Co-designed purchase agreements and Transition Service Agreements (TSAs)


Senior level difference-maker in interim and project roles for leading companies in numerous industries. Working independently and
through agents. Significant client results include:

$2.5B Locomotive Manufacturer 2008-2009

Forecast Optimization Project Consultant
Re-engineered the Balance Sheet forecast process, leveraging Z-Options Budget Loader tool for SAP R/3 and SAP BI
Established an SAP virtual cube for forecasting with real-time data maintenance

$2.5B Education Content Distributor 2007-2008

Director of Finance
Led planning and performance analysis process for $2.5B organization, including 8 business units
Produced comprehensive financial reporting for distribution to executive management, the Board of Directors, shareholders,
and other stakeholders
Presented monthly analysis of business performance to executive committee (CEO, CFO, BG Presidents, et al)
Reduced financial reporting volume by > 20% while adding value by restructuring reporting content
Led financial analysis (DCF, etc.) of several multi-million dollar acquisitions and investment projects and received a CFO
Award for Leadership as a result
Re-engineered an Investment Projects Policy including guidelines for scope, qualitative rationale, quantitative analysis (e.g.
DCF, etc), approval levels, and post-investment review
Led implementation of a project accounting module improving performance analysis, working with the Financial Systems
and Accounting functions

$11B Leading Food Manufacturer 2006-2007

Led finance transition of $500M of $2B meats business sold to Smithfield Foods, Inc.
Led forecast of $300M business working extensively with SVP of business and his sales team over thousands of SKUs
Led finance operations of ~$350M in business (Foodservice, Retail, & Intl) sold to competitor

ACCO BRANDS CORPORATION Lincolnshire, IL 2005-2005

$2B, office/consumer products leader, went public Aug. 2005. Office products #2 player worldwide.
Senior Manager, Financial Planning & Analysis
Reporting to the VP of Finance, responsible for all aspects of financial planning and management reporting for the Office Products
Group, including U.S. and international locations.
Led integration of management reporting and planning of a $700M acquired company
Re-engineered the management reporting process including standardization of performance analysis and the reporting package. Also
provided additional detail for first-ever public disclosures.
Led first-ever effort to include non-U.S. regions (over 15 countries and $200M in revenue), in comprehensive, worldwide
management reporting and planning

INTELISTAF HEALTHCARE, INC. Oak Brook Terrace, IL 2004-2005

$500M healthcare staffing company. Largest privately held healthcare staffing company. Among the top 3 in market share in both major
industry segments.
Manager, Planning & Analysis
Responsible for establishing a bona-fide financial planning and analysis function, including hiring and developing staff and processes to
support ambitious company growth objectives.
Established the companys first ever quarterly rolling forecasts
Led the budget while redesigning the process, leveraging Hyperion platform
Improved margins 10% and saved $1M by discovering and closing 15 underperforming locations
Discovered $700k in profit opportunities from unbilled revenue and misstated costs


$35B, worldwide electronics giant; Europes largest electronics company and 10th in Fortunes list of global electronics companies
Manager, Financial Planning & Analysis, Business Group Lighting Electronics (1998 2003)
$1B group of electronic lighting gear operations, composed of five business units. Reporting to the CFO, leader the financial and
strategic planning processes. Responsible for analysis of business performance, and managing high-profile business group initiatives
across the globe.
Co-authored the 4-year strategic plan for $1B worldwide business group.
Performed valuation for a $60M acquisition, as well as financial analyses (NPV, IRR, etc.) for several multi-million dollar
acquisition targets, including the design and use of valuation/simulation models.
Implemented and co-designed first balanced scorecard throughout the business group.
Reduced management reporting cycle time by 67% to 1 day
Senior Internal Auditor (1995-1998)

Degree, Majors in finance, strategy, and marketing. Deans List
Bachelor of Science degree in accountancy with honors, Deans List
Certified Public Accountant, Certified Management Accountant
TELCOM 21, Inc CFO for seed stage telecom hardware start-up. Named Grand Champion of the 2001 Prairie Fire business plan
competition, among over 600 entrants, winning $175K , Co-authored business plan, extensively involved in funding effort