Sr. Manager/Consultant, Strategic Initiatives and Financial Planning – Fiserv (2008 – 2010) -Enterprise Technology (IT, Engineering, Datacenter) M&A integration planning, consolidation, and synergy attainment. Lead acquisition integration projects and report on valuation/ROI.
Sr. Manager/Consultant, Strategic Planning and Acquisitions – American Safety Insurance (2007-2008) Key advisor to CFO, CEO, and COO regarding external growth strategies, internal ROE studies, and competitor analysis. Researched P&C insurance companies and developed valuation models for acquisition opportunities from $5M to $120M.
Vice President, Strategic Planning and Analysis – HomeBanc (2006-2007) – Evaluated technology operations and project case studies/ ROI; led all asset impairment studies. Served as key financial advisor on IT Steering Committee and Capital Committee
Manager, Corporate Transaction Services – Accenture (1998-2006) – Led pricing and valuation modeling for new business economics to $250M. Worked with global teams in technology, growth and strategy to identify opportunities and risks.
Financial Analyst, Software Development- MCI Telecommunications (1996-1998)
Financial Analyst, Strategic Planning and Acquisitions – Ashland Inc (1994-1996)
