FP&A Director Candidate #3

St. Louis, MO

Corp Dev / M&A, Finance

11 years



CPA and ABV (Accredited in Business Valuation) with 10 years of progressive valuation experience working for Transaction Advisory and Investment Banking Groups. Broad range of industry experience with expertise in manufacturing & distribution and SaaS companies. Presents himself as a professional and positive team player. Very strong technical skills and second-to-none work ethic. Seeking value-added FP&A roles at the Manager or Director level with strategic companies in the St. Louis area.

Why Hire This Candidate (In Their Own Words): “My business acumen and breadth of exposure to many different business models and transactions, my financial modeling skills, and my perspective seeing transactions from the eyes of the investor, the seller, and from an accounting perspective.”

Strengths: (1) analytical skills, (2) creative problem solving, (3) easy to work with, (4) technical research

Career Highlight 1: Has peformed hundreds of company valuations across a broad range of industries ranging in size from a few million dollars to a few billion dollars.

Career Highlight 2: Redesigned his firm’s valuation modeling templates, increasing efficiency and reducing man hours.

Hobbies & Personal Interests: Smoking meats, wine tasting, and golfing.

Education: Master’s in Accounting, MBA

Credentials: CPA, ABV

Industry Experience: Aerospace & Defense, Industrials, Manufacturing, Software, Technology, Wholesale & Distribution

Company Fit: Great fit for midsize companies

Management Experience: 5 years of experience managing teams of up to 20 Analysts.

Systems Experience: Excel, Asana project management software, @Risk (Monte Carlo simulator).

Open To: Hybrid, In-office, Remote

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