Director of Finance
Arpatech
مجموع سنوات الخبرة :15 years, 4 أشهر
• Oversaw the administrative, financial and risk management operations of this technology services company with ~150 employees.
• Managed due diligence process for Arpatech’s investment function.
• Managed capital requests and budgeting process.
• Streamlined internal processes for more accurate financial reporting and forecasting.
• Worked with CEO and HR to develop individual and business performance measures to support the company’s strategic direction.
• Participated in key decisions as a member of the executive management team.
• Involved in the sale of the company’s equity interest in EatOye (a food delivery business) to a German-owned company Rocket Internet, resulting in a healthy exit multiple for the business.
• Managed MSC approval process for company’s expansion into APAC.
Vice President, Risk Management, Global Energy Portfolio, Energy Financial Services (GE Capital)
• Managed a global energy infrastructure portfolio with an exposure of over $550MM, contributing over $50MM of annual net income.
• Oversaw and monitored investments to ensure recovery of principal and maximize asset value.
• Led deal teams involved in restructuring, asset optimization, add-on investments and asset dispositions.
• In 2008, led asset sale of Uch power plant in Pakistan resulting in over $34MM net income.
• Supported the Latin America, Canada and Global Growth & Water teams’ origination and underwriting efforts.
• Analyzed and developed detailed financial models and projections.
• Mentored and trained Analysts, Associates and AVPs.
Risk Management, Global Growth Underwriting - GE Energy Financial Services
• Supported the Global Growth team, a new growth platform for Energy Financial Services.
• Helped lead teams and performed analysis, structuring, underwriting, closing and funding of financial transactions in Asia, Middle East and Latin America.
• Led due diligence; conducted financial analysis, developed assumptions and modeled projected results; identified key risks and mitigants; prepared internal credit requests for approval; and coordinated with internal teams (compliance, environmental, insurance, technical and legal).
• Reviewed and negotiated legal documentation.
• Oversaw closing, funding and deal handoff processes.
• Member of Middle East Growth Strategy Initiative, a four-person team tasked with developing a business plan for EFS in the Middle East; traveled to UAE, Bahrain and Qatar and presented findings to CEO and senior management.
Assistant Vice President, Risk Management, Utilities, Power and T&D Group, Energy Financial Services (GE Capital)
• Supported the Power, Transmission and Distribution team, charged with executing structured financings focused on the US electric generation and distribution industry.
• Developed and analyzed forecasting models (debt, equity and lease structures).
• Analyzed financial statements and prepared projections utilizing various EFS models.
• As a member of the underwriting deal team, participated in the due diligence process, including interfacing with finance, tax, insurance, technical, environmental and legal consultants.
• Prepared credit approval documentation for management review and internal approval process.
• Individually led and managed a business growth initiative, including presentation to the CEO and senior management team.
Assistant Vice President, Sales and Marketing, Corporate Trust & Agency Services (1999-2001)
• Key member of new business development team marketing corporate trust services to North American and Latin American markets.
• Implemented strategic initiatives for optimal sales administration and reporting, including planning and forecasting revenues and expenses, creating sales account plans and drafting a sales compensation plan.
• Managed several strategic sales development and reorganization projects, including identifying a new Client Relationship Management system.
• Member of team that identified and researched strategic development opportunities on the Internet, including viability, cost and revenue analysis, and mapping of competitive landscape; also enhanced online product offerings, improved functionality, and redesigned content and layout of website for Corporate Trust.
Sales Associate, Relationship Management Group, Corporate Trust and Agency Services (1998-1999)
• Managed 20 of top 10% of client relationships for the Americas Relationship Management Group.
• Developed client account plans to target potential revenue opportunities.
• Managed sales and bidding process, including responding to RFPs and questionnaires.
Assistant Treasurer, Transaction Management Group, Corporate Trust and Agency Services (1997-1998)
• As Transaction Manager for international debt and equity issues (corporate and sovereign debt, medium term notes and depositary receipts), reviewed and negotiated legal documentation for trustee and agency appointments.
• Relationship Manager for eight Latin American depositary receipt clients; managed client relationships, coordinated investor relations initiatives, and conducted financial analysis and market research. Maintained 100% client retention.
• Conducted an analysis of departmental legal expenses, reducing expenditures by 12%.
• Reviewed and standardized legal documentation in connection with sales of securities, including derivatives, lending transactions, and sales pursuant to 144A and Regulation S.
Master of Business Administration (MBA) in Finance • Dean’s Scholar Class of 2003, award based on leadership, academic and professional promise. • Teaching Assistant to Frank J. Fabozzi (Structured Finance), Spring 2003.
Business Careers Initiative (BCI) Certificate
Bachelor of Arts in Political Science • Graduated with Honors, Phi Beta Kappa, and Rutgers College General Honors Program. • Dean’s List all semesters. Awarded Rutgers College Merit Scholarship. • Golden Key National Honor Society, Pi Sigma Alpha, National Political Science Honor Society.