Planned and executed two rounds of funding, managing all due diligence needs surrounding fundraising for $200 million debt restructuring and $300+ million equity investment
Acted as key finance business partner for IPO process, participating in all deal roadshow conversations to build investor interest
Built and owned five-year business forecast used for fundraising and IPO processes
Evaluated, negotiated and finalized terms with NYSE and other third party vendors for public company readiness
Produce and present monthly financial performance
Act as key financial business partner for Sales, R&D and Operations functions
Produced or coordinated all content for investor analyst day
Managed investor relations function prior to IPO
Own financial presentation for board presentations

Led due diligence efforts and future state org design for private equity carve out of global consumer product brands
Optimized use of internal versus outsourced distributors for a large consumer products manufacturer and distributor by business unit
Developed and implemented optimized scheduling process for behavioral healthcare provider that increased scheduled and patient treatment hours by 15%
Created framework and implemented data dashboard for healthcare provider, including key metrics/KPIs, needed for tracking performance and facilitating decision making at the Director level
Constructed five year business plan, including forecasted financial statements, for airline that filed for Chapter 11 bankruptcy
Identified operating improvements and planned their implementations for a major industrial company while demonstrating further opportunities for SG&A savings

Worked jointly with top-tier analyst covering 18 healthcare services/life sciences companies with market capitalizations ranging from $200 million to over $80 billion
Held one on one meetings and conference calls with CEOs and CFOs on recurring basis, establishing and maintaining strong overall relationships with senior management
Evaluated emerging healthcare companies ($25-$100mm in annual revenues), ultimately advising banking division on IPO participation and financing opportunities
Co-authored 10 company initiations, pro-active industry reports referenced by WSJ and Thomson Reuters, and quarterly earnings reviews
Built, maintained and forecasted company financial models

Analyzed and pushed trading execution initiatives to senior management, generating proposed cost savings estimated to be $1-2 million
Worked closely with Prime Brokers (Goldman Sachs, Morgan Stanley, etc) to establish a cost basis for sell-side research given upcoming Mifid II regulations
Performed deep dive quantitative analysis, using R programming and Excel, to enhance Portfolio Manager performance
Acted as project lead and architect of Qlikview and Tableau, both dynamic business intelligence tools, for research consumption analysis