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Work experience

Sep 2004Present

Senior Associate

Fort Dearborn Partners

·Created financial statement forecasts for companies in manufacturing, professional services, automotive, distribution, and food manufacturing, which resulted in profit improvement projects, improved capital resource allocation and improved strategic planning decisions

·Created thirteen-week checkbook cash flow models to manage cash flow for distressed companies.

·Formulated strategic plans to improve cash flow, profitability and capital management

·Created a divisional profitability model for a $120 million fuel distributor used to identify net loss contributors and redevelop strategic focus

·Developed a customer profitability model for a $700 million specialty food distributor, which formed the basis of customer-specific action plans and resulted in $3 million improvement in profitability

·Managed working capital components during numerous liquidity crises in an asset based lending environment.

·Liquidated a $60 million automotive parts manufacturer through a receivership, which resulted in above average realization of receivables and inventory

·Provided working capital recommendations to a fuel distributor, which led to a $1.2 million improvement in borrowing base availability

·Participated in a successful plant consolidation project of a $70 million automotive plastic mold injector, which included off-shoring production to Mexico

·Created an information memorandum for an $85 million clothing importer, which was used to successfully expedite the sale of the company to a strategic acquirer

·Refinanced the $100 million credit facility for a food distributor, which led to the creation of available capital that was utilized on profit improvement projects

·Created a buyer list for the sale of a $150 million chemical manufacturer, which yielded the financial buyer who eventually purchased the company

Sep 2002Aug 2004

Senior Auditor

·Occupied a lead role on a portfolio of concurrent attestation engagements (both public and private companies) in the manufacturing, distribution, and technology industries, whichincluded companies such as Robertson-Ceco (a $400 million building component manufacturer), Pacific Cycles (a $500 million bicycle distributor of Schwinn) and A Finkl & Sons(a $90 million steel, die and mold manufacturer)

·Coordinated various phases of attestation engagements, including planning, execution of fieldwork, supervision, review, financial statement preparation, & engagement wrap-up

·Assisted on the accounting cleanup and investigation efforts resulting from the bankruptcy of MCIWorldcom .

·Responsible for internal control testing required for public companies under the Sarbanes-Oxley Act of 2002, which included the creation & assessment of required internal control process documentation, benchmarking & gap analysis of processes & internal controls, and the determination of appropriate action plans to address identified process & internal control gaps

·Completed analytical reviews to identify unusual account fluctuations & assess audit & accounting risks

·Supervised, trained, and evaluated junior staff on the engagement teams

·Maintained client relationships through interaction with all levels of responsibility, ranging from the support staff up to senior management

Jan 2001Sep 2002

Credit Analyst

·Forecasted future cash flows based on financial statement analysis, capital investment analysis and credit structure

·Performed valuation analysis on collateral to determine exposure in liquidation scenarios and prepared borrowing base calculations

·Structured credit financing to ensure proper matching of cash flows and loan payments

·Structured unsecured and secured loans to mid-sized corporations with annual sales of $50 million to $500 million which included structuring a letter of credit, secured by a real estate and blanket lien, for Fansteel Inc. which enhanced the credit for Mississippi Industrial Revenue Bonds; and an unsecured line of credit to Storck USA, a German subsidiary of a Riesens, a German candy-maker


Aug 1996May 2000

Bachelors of Arts

Wabash College
Aug 1998May 1999

Universidad Complutense

Attended Classes at the Universidad Complutense while studying abroad.

Aug 1998May 1999


Study Abroad program for 1 year in Madrid.


Investment Banking
Assist Companies divest non-core assets through a formal sale process. Raise junior capital and refinance debt.
Departmental Initiative Management
Developing departmental initiatives to improve profitability, production efficiency or working capital usage. Managing the process and evaluating results.
Financial Statement Accounting and Reporting
US GAAP financial statement reporting and accounting


Jeff Smith

Help assist him in turnaround James River Petroleum. At the time of the engagement the company was $2MM over advanced on their line of credit. One year later they do not borrow on the line of credit.

Given Upon Request Given Upon Request

Worked closely with this Partner in turnaround situations.


Weight Lifting, Health, Scuba Diving, Snow boarding, Football, Travelling, Cooking


My current position as a turnaround consultant and investment banker has given me great experiences by assisting financially distressed companies develop short-term (1 yr or less) and long term (3-5 yrs) strategic plans. In addition to these high level assignments, I have been fortunate to assist in developing departmental initiatives to either improve profitability, production efficiency, or working capital usage.

My other assignments at my current position has me engaging the capital markets to either sale non-core assets, raise capital or refinance debt. These experiences have help me round out my technical accounting skills I develop while working at Deloitte.

Currently I am open to more challenging opportunities both domestically and internationally, as an outside consultant or internal resource. 


Currently I am open to more challenging opportunities both domestically and internationally, as an outside consultant or internal resource. High degree of autonomy and authority to achieve goals (Controller, Finance Director or CFO).


Feb 2003Present

Certified Public Accountant