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Work Background
Anchor Point Management GroupDirector of Finance
Apr. 2024Dallas-Fort Worth Metroplex
1CONCIERSr Director of Finance, Credit & Treasury
Oct. 2021 - Apr. 2024Dallas, Texas, United StatesAccomplished finance leader driving transformative strategies in the mid-market sector. As Senior Director of Finance at 1Concier, a dynamic Private Equity-backed Terry and Linen Company, I oversee the Finance, Treasury, and Credit functions. My focus is on elevating financial performance, fostering strategic growth,fortifying the organization's financial foundations and most importantly creating value.
European Wax CenterDirector of Finance
Feb. 2021 - Oct. 2021Dallas-Fort Worth MetroplexLed the IPO process from equity partnership to public flip
European Wax CenterSenior Manager of Finance: FP&A
Jan. 2018 - Oct. 2021• Responsible for all aspects of the FP&A Function at EWC: a franchisor in the health and beauty space with over 750 locations
• Develop and oversee annual and 5-Year operating and strategic plans
• Responsible for monthly forecasting (P&L/BS/CF), analyzing trends, creating metrics and performing analyses to support business decisions • Lead the preparation, presentation and follow up of the departmental performance reviews as well as monthly finance updates and quarterly Board of Director meetings
• Currently leading the implementation of IBM Planning Analytics and Cognos Analytics to streamline the budgeting and forecasting process
Bed Bath & BeyondManager, Finance & Sales Analytics
Mar. 2017 - Jan. 2018Miami/Fort Lauderdale Area
Bed Bath & BeyondSenior Financial Analyst
Apr. 2016 - Feb. 2017Miami/Fort Lauderdale Area
Charter Schools USASenior Financial Analyst
Jan. 2015 - Apr. 2016Ft. Lauderdale, Fl.Managed financial planning functions for a portfolio of several Charter Schools, including : • Financial planning /analysis of all portfolio assets, annual budgets, monthly forecasts and variance analysis of operational expenditures and revenues.
• Evaluation of key business drivers, trends, risks/ opportunities, multivariate revenue and expense forecasting.
• Liaison between school management sand local/state/federal agencies - maintenance of regulatory and compliance.
• Comprehensive financial decision-support for operations and senior management. Directly affected significant increases in operating cash flow/operating margin , contributed to tighter controls and enhanced communication between HQ and school operations.
Twentieth Century FoxSenior Financial Analyst
Sep. 2012 - Oct. 2014Greater Los Angeles Area• Created comprehensive revenue forecasting models for digital distribution of film and TV assets, across various international digital distribution channels.
• Prepared annual budgets and quarterly revenue forecasts, P&L and variance analysis for distributed film and television assets of Dreamworks Pictures, delivered ad-hoc decision support analysis.
• Conducted studio-wide cost savings initiative on behalf of CFO of the Home Entertainment Division, resulting in annual cost savings of $2 million.
Private Family Investment Advisory Business, Miami, FLCo - Principal
Dec. 2008 - Aug. 2012Miami/Fort Lauderdale AreaExperience in short and intermediate trading of a variety of financial derivatives, including options and index futures.
Zweig-Dimenna AssociatesIntern/Economic Analyst
Sep. 2008 - Nov. 2008Greater New York City Area Researched, compiled and quantified potential intermediate-term investment opportunities growing out of the pending “American Recovery Act” stimulus legislation.
Tokum Capital ManagementSummer Intern/Equity Analyst
May. 2008 - Aug. 2008Greater New York City AreaEvaluated current and prospective equity positions in the health care services sector for this long/short equity hedge fund. Constructed detailed financial models and performed fundamental analysis of target companies to determine stock price valuations.
Renaissance Investment ManagementSummer Analyst/Intern, Fund-of-Funds Division
Jun. 2007 - Aug. 2007Moskow, RussiaImplementation of a proprietary software program to analyze and optimize structured products portfolios of synthetic assets and baskets of hedge funds. Helped to create and optimize portfolios.
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