Jordan is a driven senior finance professional with extensive experience developing dynamic financial models for M&A transactions, growth strategy evaluation, P&L forecasting, pricing, etc. He has also leveraged his leadership experience to execute several M&A and commercial deals, as well as business process optimization and cost savings initiatives. Jordan now freelances to enjoy the excitement of M&A consulting and the freedom of remote work.
Executed the initial phase of a $1.5B sale of a business unit by managing the workflows of cross-functional teams, developing pitch book materials, and creating diligence analysis/artifacts for senior leadership at a former parent company, business unit executives, and prospective buyers.
Designed the new product development process for modular data centers. Toured a manufacturing facility and conducted informational meetings and discussions with the vendor COO, EVP of Sales, and various engineers; as well as select vendor business partners, executives from the local utility that conducted the pilot program. Provided the overall evaluation of the opportunity via a presentation to the business unit president and executive team on the operational viability and economic potential of modular data centers as a new product offering.
Forecasted a monthly financial performance to enhance the future state of the business by incorporating historical trends to refine outlook, developing proactive plans to enhance profitability, and driving attainment of annual financial targets (~$150M revenue, ~$80M EBITDA, ~$25M net income, $100M CapEx).
Reduced recurring costs by ~$0.8M—leading the effort to identify obsolete network components and disconnect associated services. Developed and incorporated the process to proactively tighten the internal mechanisms for assessing related spending to correct the issues identified during the cleanup process.
Authored a brief on small cell technology—leveraging insights from wireless infrastructure companies for the business unit president. Information was used for internal development and negotiations with potential customers/partners.
PricewaterhouseCoopers International Limited (PwC IL)
2013 - 2015
Led the efforts to carve out the back office functionality and estimate additional requirements of the standalone entity for the $2.7B sale of the private label foods business within the global packaged food client. The project included interviewing key senior leadership to develop a comprehensive understanding of existing support structure, disentangling relevant spend data from financials, and building a defensible model for people, property, technology, and vendor spend of the newly created entity.
Executed the successful integration of multiple mattress retailers (~$600M in deal value, ~900 stores) to support the client’s strategy of becoming the first coast-to-coast mattress retail chain in the US. This included the acquisition of the largest West Coast mattress retail chain, with approximately 310 retail stores across 5 states.
Led modeling efforts for estimating costs associated with the investment thesis behind a private equity client's rationale for acquiring a publicly traded women’s retail conglomerate for $2.2B and taking it private. Project included creating a new target operating model for the business to split into 5 entities, restructuring the associated organizations, applying factors to account for loss of economies of scale/excess layers of management, and estimating one-time costs for efforts to execute disentangling said conglomerate into 5 new entities.
Executed the successful integration of a major financial institution carve-out into a secure cash services company, part of a portfolio of companies held by a key private equity client for the firm.
Supported the initial development and deployment of an integration management office (IMO) for a $38B global mega-merger between 2 oilfield service companies.
Focus areas: Mergers & Acquisitions, Management Consulting, Operational Due Diligence, IT Due Diligence, Integration Planning, Divestiture Planning, Integration Project Management & Execution, Financial Modeling, Cost Benchmarking
Lockheed Martin Corporation
2008 - 2011
Developed a financial model/tool to track costs, per aircraft, variant, and contract that were designed and manufactured as part of the system design and development (SDD) and low rate initial production (LRIP) contracts. The financial model was driven by custom-built Hyperion queries to provide timely insights to senior leadership on the status of assembly and production targets for the 5th-generation stealth jet fighter program.
Led a team of stakeholders to establish a set of common processes for financial reporting which was then automated via a software-based tool to facilitate the alignment, consistency, and efficiency of associated reports used by all levels of management within the Joint Strike Fighter (JSF) program.
Created financial and performance management analyses, in collaboration with technical and scheduling counterparts, as well as projected monthly spend for the JSF Global Sustainment organization (~$100M of annual spending).
Conducted variance analyses on both the JSF and naval helicopter programs; investigating the main drivers behind various key metrics when they fell outside of expected ranges.
Developed financial models to track and project financial and operational performance for the radio frequency and senior management team on the naval helicopter program.