Associate Director
2015 - 2021
Institutional Shareholder Services | EVA Dimensions
- Reported directly to the CEO of ISS Corporate Solutions with three direct reports and a revenue of $1.2 million. My primary role was to retain recurring revenue while identifying new leads and prospects.
- Collaborated with executives at Fortune 500 firms, including Ball Corporation, BorgWarner, a large NY-based beverage company, and an MI-based cereal maker.
- Benchmarked KPIs and identified improvement levers, automating this process into a quarterly reporting rhythm.
- Recommended best practices and cost savings opportunities.
- Improved the methodology on adjusted and marginal ROIC and EVA calculations, capitalizing operating leases, restructuring, R&D, and advertising.
- Valued business units for emerging market companies, including on-site projects in Argentina, Brazil, Jamaica, Mexico, Peru, and Trinidad, becoming skilled in currency translation issues and international WACC calculations.
Focus areas: Valuation, Chartered Financial Analyst (CFA), Benchmarking, Cost Allocation, Capital Allocation, Research, Key Performance Indicators (KPIs), Root Cause Analysis, Strategic Planning, Financial Training, Change Management, Mergers & Acquisitions (M&A), Capital Budgeting, Bloomberg, Capital IQ, Forecasting, Pitch Decks, Revenue & Expense Projections, Budgeting, Reporting, Financial Modeling, Business Models, Small & Medium-sized Enterprises (SME), Return on Invested Capital (ROIC), Economic Value Added, Finance, Investor Relations, Investor Presentations, Valuation Multiples, Valuation Modeling, Fundraising, Fintech, Software as a Service (SaaS), SaaS, Business Technology, Excel Expert, Project Management, Management Reports, Dashboards, Excel VBA, Data Visualization, B2B