Senior Associate

Finance Leadership Development Intern

Leading an end-to-end integration strategy to connect Nike memberships in third-party partner stores and websites, to enable a wider understanding of where Nike members show up in the marketplace and better serve and create unique experiences / benefits for those members.

Senior Associate

Private Equity Associate May 2019 – June 2020 • Executed highly active portfolio management (3 companies), deal diligence and investment analyses for $720M Fund I & II; analyzed 100+ investment opportunities across industries; built robust, dynamic valuation models and financial analyses Portfolio Investment – KIINDE – $15M Baby & Mother’s Care products portfolio company • Appointed interim CFO and Controller, leading all financial aspects of Company performance for 18 months including monthly financials, cash forecasts, budgets, and cost initiatives while navigating performance back into Covenant compliance • Led ERP systems implementation from QuickBooks to NetSuite; managed disparate stakeholders across 10+ third-party teams; executed all transition deliverables including data restructuring and migration, system configuration, and workflow customization • Developed robust budget and 13-week Cash Flow forecast models from scratch and drove quarterly analysis of cost reduction initiatives resulting in a $2M+ EBITDA improvement (increasing EBITDA by more than 80%) • Designed and deployed quarterly customer insight survey that produced insights such as a top decile customer satisfaction score, a customer Lifetime Value of $100+, a 40%+ sample kit conversion rate, and the highest demanded new products ideas New Deal – ONE STOP MAILING (OSM) – $300M+ Shipping consolidator / expeditor • Quarterbacked $33M investment of equity (~$100M total deal) in largest and most complex transaction in firm’s history on very lean deal team, requiring 2x the normal amount of due diligence, accounting, and legal work to finalize deal in the same 8 week timeframe • Created unanimously approved investment thesis highlighting value-add plan, primary company, industry, and competitor due diligence, e-commerce and D2C tailwinds, and in-depth customer growth and trends analysis • Built dynamic monthly returns model incorporating revenue by customer and by mail-class based on detailed business diligence, customer calls, and sales forecasts; new insight discovered (run-rate tracking above forecast) was key to closing deal

Senior Analyst

• Received offer to return as a Senior Associate • Directed all full-time BYU recruiting pipeline efforts and invented candidate mentoring program; increased offers at BYU by 267% Business Transformation – $10B+ Steel producer • Implemented relentless Transformation Office culture and cadence to capture $100M EBITDA target at St. Louis plant by orchestrating bottoms-up-planning phase, coaching 20 plant ideation sessions, and identifying 900+ cost reduction initiatives • Drove initiative valuation process with Plant CFO; developed & administered 15 trainings to 150 initiative leaders on novel software In-store Operations Strategy & Turnaround – $50B+ Membership Big-box merchandiser • Established customized Turnaround Office to transform entire in-store layout and redesign store operations across 600 US locations • Spearheaded cross-functional project management system to drive on-track status across 15 workstreams and 30+ stakeholders