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Ken Gordon
Verified Expert in Management Consulting
Management Consulting Expert
Washington, DC, United States
Toptal member since August 21, 2018
Bio
Ken is a finance expert with 25+ years of leadership experience at startups and Fortune 100 companies. He has supported a $2.5 billion Raytheon division and advised CEOs, private equity investors, Members of Congress, and senior DoD officials on finance and operating strategy. Ken enjoys freelancing as he seeks to leverage his decades of finance and advisory experience on new and exciting challenges.
Career Highlights
Business Mentor
Founder Institute
Freelance Consultant
Freelance Clients
Education Highlights
Master of Business Administration (MBA)
University of Pennsylvania Wharton School of Business
Master's Degree
University of Southern California
Bachelor's Degree
University of Michigan
Case Studies
Financial Modeling for a Proposed New Line of Business
Financial Planning & Analysis (FP&A)Financial ManagementFinance StrategyOperational FinanceFinancial ModelingCost Management+ 73 more
Private Equity Investment Memorandum and Company Valuation
Mergers & Acquisitions (M&A)Business PlanningFinancial ModelingValuationFinancial StatementsLeveraged Buyout Modeling+ 98 more
Pitch Deck for Startup Company Fundraise
FundraisingOperational FinanceGrowth Capital RaisingFinancial ModelingVenture CapitalPitch Decks+ 59 more
Financial Projections for Early-stage Company
Financial Planning & Analysis (FP&A)Financial ManagementFundraisingFinance StrategyOperational FinanceGrowth Capital Raising+ 63 more
Industry Expertise
- Advertising & Marketing
- Education
- Finance
- Investment Banking
- Venture Capital & Private Equity
- Government
- Manufacturing
- Aerospace & Defense
Other Expertise
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fundraising
- Mergers & Acquisitions (M&A)
- Private Equity
- Valuation
Work Experience
Business Mentor
2022 - PRESENT
Founder Institute
- Served as a mentor advising startup founders participating in accelerator programs hosted by the Founder Institute—the world's largest incubator with more than 8,000 companies launched to date in more than 200 cities across six continents.
- Rated by participating company founders as the number two mentor among 70+ advisors multiple times across Washington, DC, San Francisco, and Global Health Tech cohorts (still aiming for that number one spot!).
- Led intensive mentoring sessions, helping early-stage founders refine business models and fundraising strategies. Multiple mentored companies achieved successful funding rounds after graduating from FI's comprehensive startup program.
Focus areas: Fundraising, Seed Fundraising, Fundraising Strategy, Fundraising Consultant, Equity Investment, Financial Advisory, Term Sheet Negotiations, Term Sheets, Pitch Decks, Early-stage Startups, Financial Planning & Analysis (FP&A), Financial Modeling, Capital Planning, Equity Raises, Equity Offerings, Equity, M&A Valuation (DCF), Financial Data, Financials, Excel 365, Startups, Series A, Finance, Early-stage Venture Capital, Revenue & Expense Projections, Forecasting, Growth, Education, Comparable Company Analysis, Leadership, Sales & Operations Planning (S&OP), Digital Marketing Strategy, Digital Marketing, Organizational Design, Communication Management, Marketing Communications (MarCom), Communications Management, Management, Business Model Strategy, Marketing Mix, Marketing, Economic Cost, Economic Analysis, Unit Economics, Process Economics, Economics, Pitch Deck Consultant, Startup Funding, Business Plan Consulting, Finance Operation Improvements, Strategic Planning & Execution, Investments, Venture Funding, Excel Add-ins, Early-stage Funding, Regression Modeling, Excel 2016, Excel 2013, Excel 2010, M&A (Sell-side), Excel 2007, Cost of Capital, Capital Raising, Equity Capital, Capital, Finance Strategy, Budgeting, Profit & Loss (P&L), Capital Budgeting, Corporate Finance, Operational Finance, Cost Management, Cost Benchmarking, M&A Modeling, Technology, Microsoft PowerPoint, Microsoft Excel, Reg D Private Placements, Capital Advisory, Investment Capital Raising, Exit Strategy, Financial Reporting, Value Proposition, Annual Budgets, Budget Modeling, Product Strategy, Business Planning, Business Research, Business, Operations Reviews, Excel Reporting, Excel Modeling, Technology Sourcing, Valuation Multiples, New Business Ventures, Valuation Modeling, Valuation Analysis, Pro Forma Financial Statements, Value Creation, Integrated Financial Statements, Balance Sheets, Statement of Cash Flows, P&L Forecasting, United States, P&L Management, Pitch Books, Pitch Presentations, Pitch Preparation, Cash Flow Analysis, Income Statements, Financial Statement Preparation, Financial Statements, New Business Development, Business Development, Business Strategy, Revenue Strategy, Growth Strategy, Strategy, Operations Strategy, Operations, Business Models, Venture Capital, Three-statement Modeling, Valuation, Due Diligence Consultant, Financial Analysis, Crowdfunding, Launch Strategy, Fractional CFO, Accounting, Strategic Planning, Executive Coaching, Cash Flow, Cash Management, Direct to Consumer (D2C), Go-to-market (GTM) Strategy, Market Sizing, Marketing Strategy, Startup Consulting, Advisory, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Sales, Bookkeeping, Cap Tables, Precedent Transaction Analysis, Spreadsheets, Business Analysis, Return on Invested Capital (ROIC), Business Consulting, Operations Management, Management Consulting, Project Management, Market Research, Pro Forma Analysis, SWOT Analysis, Investor Presentations, Business Services, Cap Table Formation, Structuring, Innovation, Competitive Analysis, Due Diligence, Market Research & Analysis, Sales Strategy, Term Sheet Advisory, Healthcare, Investment Strategy, Investor Relations
Freelance Consultant
2014 - PRESENT
Freelance Clients
- Drove client's 100%+ operating margin growth, tracking key financial metrics, implementing profit initiatives, developing customer lifetime analysis to address unprofitable accounts, and benchmarking overhead costs to identify savings opportunities.
- Developed financial models that revealed 60% higher company value than the initial letter of intent, supporting successful fundraising and providing critical insights for sell-side client negotiations.
- Supported client fundraising, built pitch decks, compiled financial projections, made introductions to investors, participated in negotiations, and advised on term sheet submissions, helping to raise $25+ million of capital for early-stage companies.
- Led M&A targeting for five completed deals, managing candidate outreach, deal negotiations, and investment memoranda with market analysis, operational assessment, financial modeling, and post-close execution planning.
Focus areas: Valuation Analysis, Growth Capital Raising, Operational Finance, Finance Strategy, Fundraising, Financial Management, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Pitch Decks, Pitch Deck Consultant, Business Models, Business Strategy, United States, Business Model Strategy, Operating Models, Small Business, Small & Medium-sized Enterprises (SME), Comparable Company Analysis, Growth, Forecasting, Revenue & Expense Projections, Fundraising Consultant, Early-stage Startups, Early-stage Funding, Fundraising Strategy, Private Equity Valuation, Finance, Private Equity Consultant, Series A, Startups, Equity Investment, Financial Advisory, Term Sheet Negotiations, Term Sheets, Financial Modeling, Capital Planning, Equity Raises, Equity Offerings, Equity, Series B, M&A Valuation (DCF), Financial Data, Financials, Excel 365, Early-stage Venture Capital, Leadership, Sales & Operations Planning (S&OP), Organizational Design, Statistics, Communication Management, Marketing Communications (MarCom), Communications Management, Management, Marketing Mix, Marketing, Economic Cost, Economic Analysis, Unit Economics, Process Economics, Economics, Startup Funding, Business Plan Consulting, Finance Operation Improvements, Strategic Planning & Execution, Investments, Venture Funding, Excel Add-ins, Regression Modeling, Linear Programming, Excel 2016, Excel 2013, Excel 2010, M&A (Sell-side), Excel 2007, Cost of Capital, Growth Equity, Capital Raising, Equity Capital, Junior Capital, Capital, Budgeting, Profit & Loss (P&L), Capital Budgeting, Corporate Finance, Cost Management, Cost Benchmarking, Cost Estimation, Budget Controls, M&A Modeling, M&A (Buy-side), Technology, Microsoft PowerPoint, Microsoft Excel, Reg D Private Placements, Capital Advisory, Leveraged Buyout (LBO), Investment Capital Raising, Leverage Analysis, Private Placement Memoranda, Exit Strategy, Financial Reporting, Value Proposition, Operating Analysis, Project Budget Management, Annual Budgets, Budget Modeling, Product Strategy, Business Planning, Business Research, Business, Operations Reviews, Excel Reporting, Excel Modeling, Technology Sourcing, Valuation Multiples, New Business Ventures, Valuation Modeling, DCF Valuation, Leveraged Buyout Modeling, Seed Fundraising, Pro Forma Financial Statements, External Financial Reporting, Value Creation, Integrated Financial Statements, Balance Sheets, Statement of Cash Flows, P&L Forecasting, Government, Aerospace & Defense, P&L Management, Pitch Books, Pitch Presentations, Pitch Preparation, Leveraged Finance, Cash Flow Analysis, Income Statements, Financial Statement Preparation, Financial Statements, New Business Development, Business Development, Revenue Strategy, Growth Strategy, Strategy, Operations Strategy, Operations, Federal Government Finance, Government Contracting, Venture Capital, Private Equity, Three-statement Modeling, Valuation, Strategy Consulting, Due Diligence Consultant, Financial Analysis, Crowdfunding, Launch Strategy, CFO, Fractional CFO, Department of Defense, Accounting, Strategic Planning, Investment Funds, Executive Coaching, Cash Flow, Cash Management, Request for Proposal (RFP), Direct to Consumer (D2C), Go-to-market (GTM) Strategy, Market Sizing, Marketing Strategy, Startup Consulting, Advisory, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Sales, Bookkeeping, Cap Tables, Precedent Transaction Analysis, Spreadsheets, Business Analysis, Return on Invested Capital (ROIC), Business Consulting, Operations Management, Management Consulting, Project Management, Market Research, Pro Forma Analysis, SWOT Analysis, Investor Presentations, M&A Due Diligence (Financial), Business Services, Cap Table Formation, Structuring, Innovation, Competitive Analysis, Due Diligence, M&A Due Diligence (Commercial), Market Research & Analysis, Customer Acquisition, Sales Strategy, Term Sheet Advisory, Investment Strategy, Investor Relations
Co-founder and CEO
2014 - 2023
VALR
- Co-founded this tech startup to use AI-driven algorithms in support of fitness training for endurance athletes. Developed an operating plan, competitive and go-to-market strategies, cost model, and developed relationships with key strategic partners.
- Completed three-statement financial projections, including a detailed expense model and bottoms-up revenue projections, as well as a capitalization table to support investor discussions.
- Led fundraising efforts resulting in more than $2 million raised from individual and institutional investors.
- Built the company to 11 employees, developing and executing against operational goals, leading and directing activities in support of critical milestones, and allocating resources to support execution.
- Co-authored two patents awarded on the use of a particular type of data to support athletic training.
Focus areas: Cost Management, Budgeting, Strategic Planning & Execution, Finance Strategy, Fundraising, Pitch Decks, Business Models, Business Strategy, United States, Business Model Strategy, Operating Models, Small Business, Small & Medium-sized Enterprises (SME), Comparable Company Analysis, Growth, Forecasting, Revenue & Expense Projections, Fundraising Consultant, Early-stage Startups, Early-stage Funding, Fundraising Strategy, Early-stage Venture Capital, Finance, Series A, Startups, Equity Investment, Financial Advisory, Term Sheet Negotiations, Term Sheets, Financial Planning & Analysis (FP&A), Financial Modeling, Capital Planning, Equity Raises, Equity Offerings, Equity, M&A Valuation (DCF), Financial Data, Financials, Excel 365, Leadership, Sales & Operations Planning (S&OP), Digital Marketing Strategy, Digital Marketing, Communication Management, Marketing Communications (MarCom), Communications Management, Management, Marketing Mix, Marketing, Economic Cost, Economic Analysis, Unit Economics, Startup Funding, Finance Operation Improvements, South America, Brazil, Netherlands, United Kingdom, China, Western Europe, European Union (EU), Europe, Venture Funding, Excel Add-ins, Regression Modeling, Linear Programming, Excel 2016, Excel 2013, Excel 2010, Excel 2007, Cost of Capital, Capital Raising, Equity Capital, Capital, Financial Management, Profit & Loss (P&L), Capital Budgeting, Corporate Finance, Cost Benchmarking, Cost Estimation, Budget Controls, Technology, Microsoft PowerPoint, Microsoft Excel, Reg D Private Placements, Investment Capital Raising, Exit Strategy, Financial Reporting, Value Proposition, Operating Analysis, Project Budget Management, Annual Budgets, Budget Modeling, Product Strategy, Business Planning, Business Research, Business, Operations Reviews, Excel Reporting, Excel Modeling, Technology Sourcing, Valuation Multiples, New Business Ventures, Valuation Modeling, Valuation Analysis, Seed Fundraising, Pro Forma Financial Statements, Value Creation, Integrated Financial Statements, Balance Sheets, Statement of Cash Flows, P&L Forecasting, Exercise & Fitness, P&L Management, Pitch Books, Pitch Presentations, Pitch Preparation, Cash Flow Analysis, Income Statements, Financial Statement Preparation, Financial Statements, New Business Development, Business Development, Revenue Strategy, Growth Strategy, Strategy, Operations Strategy, Operations, Fitness, Venture Capital, Three-statement Modeling, Valuation, Financial Analysis, Crowdfunding, Launch Strategy, CFO, Fractional CFO, Department of Defense, Accounting, Strategic Planning, Cash Flow, Cash Management, Direct to Consumer (D2C), Go-to-market (GTM) Strategy, Market Sizing, COO, Marketing Strategy, Startup Consulting, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Sales, Bookkeeping, Cap Tables, Spreadsheets, Business Analysis, Return on Invested Capital (ROIC), Operations Management, Project Management, Market Research, Pro Forma Analysis, SWOT Analysis, Investor Presentations, Cap Table Formation, Structuring, Innovation, Competitive Analysis, Market Research & Analysis, Chief Operations Officer (COO), Customer Acquisition, Sales Strategy, CEO, Term Sheet Advisory, Healthcare, Investment Strategy, Investor Relations
Academic Dean and Adjunct Professor
2013 - 2018
California University of Management and Sciences
- Oversaw the academic curriculum across CalUMS's degree programs. Led the 32 members of the faculty teaching more than 800 students.
- Taught classes in operations, strategy, marketing, and management as part of the school's MBA curriculum.
- Directed the academic team certification process during a critical period, resulting in the University's recertification by both its accreditation authority and the State Council of Higher Education.
Focus areas: Process Economics, Economic Analysis, Economic Cost, Marketing, Marketing Mix, Strategy, Business Model Strategy, Management, Communications Management, Marketing Communications (MarCom), Communication Management, Statistics, Organizational Design, Digital Marketing, Digital Marketing Strategy, International Development & Economics, Sales & Operations Planning (S&OP), Leadership, Business Strategy, United States, Small & Medium-sized Enterprises (SME), Education, Growth, Finance, Financial Planning & Analysis (FP&A), Economics, Unit Economics, Financial Modeling, M&A Valuation (DCF), Financials, Strategic Planning & Execution, Microsoft PowerPoint, Microsoft Excel, Investment Capital Raising, Operating Analysis, Project Budget Management, Annual Budgets, Product Strategy, Business, Revenue Strategy, Growth Strategy, Operations Strategy, Strategy Consulting, Strategic Planning, Marketing Strategy, Business Analysis, Operations Management, Project Management, Market Research, SWOT Analysis, Competitive Analysis, Market Research & Analysis
Chief Operating Officer
2011 - 2013
CSSI
- Held a management role with responsibility for a $70 million revenue division and 300 employees.
- Grew revenues at a 22% annual rate with significantly higher increases in operating margin.
- Redesigned processes and IT infrastructure supporting business development, financial management, business operations, and human resources to successfully scale accelerating growth and establish a more competitive strategic position.
- Redesigned employee accounting framework in response to major customer spending cuts, preventing 5% workforce reduction and salary cuts while reducing impacted employees by 66% through a new resource allocation model.
- Identified and engaged with a significant, dissatisfied customer and implemented corrective actions, successfully reestablishing and growing the relationship and preserving 30% of divisional revenue.
Focus areas: Corporate Finance, Cost Management, Cost Estimation, Financial Management, Finance Operation Improvements, Operational Finance, Finance Strategy, Investments, Aerospace & Defense, Business Strategy, United States, Business Model Strategy, Operating Models, Small & Medium-sized Enterprises (SME), Comparable Company Analysis, Growth, Revenue & Expense Projections, Financial Advisory, Financial Planning & Analysis (FP&A), Marketing, Marketing Mix, Capital Planning, M&A Valuation (DCF), Financial Data, Financials, Excel 365, Forecasting, Leadership, Sales & Operations Planning (S&OP), International Development & Economics, Organizational Design, Statistics, Communication Management, Marketing Communications (MarCom), Communications Management, Management, Economic Cost, Economic Analysis, Unit Economics, Process Economics, Economics, Strategic Planning & Execution, Cost of Capital, Capital, Budgeting, Profit & Loss (P&L), Capital Budgeting, Cost Benchmarking, Budget Controls, M&A (Buy-side), Technology, Microsoft PowerPoint, Microsoft Excel, Exit Strategy, Financial Reporting, Operating Analysis, Project Budget Management, Annual Budgets, Budget Modeling, Product Strategy, Business Planning, Business Research, Business, Operations Reviews, Excel Modeling, Technology Sourcing, Valuation Analysis, DCF Valuation, Value Creation, Balance Sheets, Statement of Cash Flows, P&L Forecasting, Government, P&L Management, Income Statements, Financial Statement Preparation, Financial Statements, New Business Development, Business Development, Revenue Strategy, Growth Strategy, Strategy, Operations Strategy, Operations, Federal Government Finance, Government Contracting, Three-statement Modeling, Mergers & Acquisitions (M&A), Valuation, Financial Modeling, Financial Analysis, Fractional CFO, Department of Defense, Strategic Planning, Executive Coaching, Cash Flow, Cash Management, Procurement, Request for Proposal (RFP), COO, Marketing Strategy, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Sales, Precedent Transaction Analysis, Spreadsheets, Business Analysis, Return on Invested Capital (ROIC), Operations Management, Project Management, Market Research, Pro Forma Analysis, SWOT Analysis, M&A Due Diligence (Financial), Business Services, Structuring, Innovation, Competitive Analysis, Due Diligence, M&A Due Diligence (Commercial), Market Research & Analysis, Chief Operations Officer (COO), Customer Acquisition, Sales Strategy, Investor Relations
President
2007 - 2011
Antelum Capital Partners
- Founded and raised capital for Antelum, a search fund focused on leverage buyout opportunities. Developed the investment memorandum, investor presentation, and financial projections, and sourced and built a pipeline of potential investors.
- Instituted a strategy consulting practice as an additional service, advising early-stage startups and small companies on fundraising, finance strategy, and capital structure.
- Created and managed a buy-side deal pipeline that identified 795 acquisition opportunities in 30 months.
- Completed financial analyses of potential target companies to assess ROI for contemplated transactions.
- Built and managed a business development pipeline process for a consulting practice, bringing on nearly five new clients per year.
Focus areas: Valuation Modeling, Valuation, Leveraged Buyout Modeling, Financial Planning & Analysis (FP&A), Financial Statements, Finance Strategy, Mergers & Acquisitions (M&A), Fundraising, Business Models, Business Strategy, United States, Business Model Strategy, Operating Models, Small Business, Small & Medium-sized Enterprises (SME), Comparable Company Analysis, Growth, Forecasting, Revenue & Expense Projections, Fundraising Consultant, Early-stage Startups, Fundraising Strategy, Private Equity Valuation, Finance, Private Equity Consultant, Series A, Startups, Equity Investment, Financial Advisory, Term Sheet Negotiations, Term Sheets, Financial Modeling, Capital Planning, Equity Raises, Equity Offerings, Equity, Series B, M&A Valuation (DCF), Financial Data, Financials, Excel 365, Early-stage Venture Capital, Leadership, Sales & Operations Planning (S&OP), Organizational Design, Statistics, Communication Management, Management, Economic Cost, Economic Analysis, Unit Economics, Economics, Pitch Deck Consultant, Startup Funding, Business Plan Consulting, Finance Operation Improvements, Strategic Planning & Execution, Investments, Capital IQ, Venture Funding, Thomson Reuters, VentureXpert, S&P Capital IQ, Excel Add-ins, Early-stage Funding, Regression Modeling, Linear Programming, Excel 2016, Excel 2013, Excel 2010, M&A (Sell-side), Excel 2007, Cost of Capital, Growth Equity, Capital Raising, Equity Capital, Junior Capital, Capital, Financial Management, Budgeting, Profit & Loss (P&L), Capital Budgeting, Corporate Finance, Operational Finance, Cost Management, Cost Benchmarking, Cost Estimation, Budget Controls, M&A Modeling, M&A (Buy-side), Technology, Microsoft PowerPoint, Microsoft Excel, Reg D Private Placements, Capital Advisory, Leveraged Buyout (LBO), Investment Capital Raising, Leverage Analysis, Private Placement Memoranda, Exit Strategy, Financial Reporting, Value Proposition, Operating Analysis, Project Budget Management, Annual Budgets, Budget Modeling, Product Strategy, Business Planning, Business Research, Business, Operations Reviews, Excel Reporting, Excel Modeling, Technology Sourcing, Valuation Multiples, Growth Capital Raising, New Business Ventures, Valuation Analysis, DCF Valuation, Seed Fundraising, Pro Forma Financial Statements, External Financial Reporting, Value Creation, Integrated Financial Statements, Balance Sheets, Statement of Cash Flows, P&L Forecasting, Government, Aerospace & Defense, P&L Management, Pitch Books, Pitch Presentations, Pitch Preparation, Pitch Decks, Leveraged Finance, Cash Flow Analysis, Income Statements, Financial Statement Preparation, New Business Development, Business Development, Revenue Strategy, Growth Strategy, Strategy, Operations Strategy, Operations, Federal Government Finance, Government Contracting, Venture Capital, Private Equity, Three-statement Modeling, Strategy Consulting, Due Diligence Consultant, Financial Analysis, Crowdfunding, Launch Strategy, CFO, Fractional CFO, Department of Defense, Accounting, Strategic Planning, Investment Funds, Cash Flow, Cash Management, Market Sizing, Marketing Strategy, Advisory, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Sales, Bookkeeping, Cap Tables, Precedent Transaction Analysis, Spreadsheets, Business Analysis, Return on Invested Capital (ROIC), Business Consulting, Operations Management, Management Consulting, Project Management, Market Research, Pro Forma Analysis, SWOT Analysis, Investor Presentations, M&A Due Diligence (Financial), Business Services, Cap Table Formation, Structuring, Innovation, Competitive Analysis, Due Diligence, M&A Due Diligence (Commercial), Market Research & Analysis, Customer Acquisition, Sales Strategy, Term Sheet Advisory, Healthcare, Investment Strategy, Investor Relations
Director of Strategic Accounts
2003 - 2006
Raytheon
- Managed the strategic planning process for a $700 million portfolio of information systems.
- Led teams to build strategies in target industries, implementing quantitative approaches to business development. Results included 14% annual growth and 9% increase in operating margin.
- Led competitive analysis and customer environment assessments for multi-billion dollar proposals, evaluating Raytheon's market differentiation and shaping winning solutions based on deep customer understanding.
- Evaluated acquisition targets by analyzing strategic fit with Raytheon, mapping product lines, assessing IP for innovation potential, and evaluating customer base value to determine overall strategic alignment and growth opportunities.
- Integrated acquired companies into Raytheon operations, enabling established product lines to incorporate the innovative technologies of acquired firms.
Focus areas: Business Planning, P&L Forecasting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Aerospace & Defense, Business Strategy, United States, Business Model Strategy, Comparable Company Analysis, Growth, Revenue & Expense Projections, Marketing Mix, Marketing, Financial Data, Excel 365, Forecasting, Sales & Operations Planning (S&OP), International Development & Economics, Communication Management, Communications Management, Management, Economic Cost, Economic Analysis, Strategic Planning & Execution, European Union (EU), Western Europe, United Kingdom, Europe, Cost of Capital, Capital, Budgeting, Profit & Loss (P&L), Capital Budgeting, Corporate Finance, Operational Finance, Cost Management, Cost Benchmarking, Cost Estimation, Budget Controls, M&A Modeling, M&A (Buy-side), Technology, Microsoft PowerPoint, Microsoft Excel, Capital Advisory, Financial Reporting, Operating Analysis, Project Budget Management, Annual Budgets, Budget Modeling, Product Strategy, Business Research, Business, Operations Reviews, Technology Sourcing, Valuation Multiples, Valuation Analysis, Value Creation, Government, New Business Development, Business Development, Revenue Strategy, Growth Strategy, Strategy, Federal Government Finance, Government Contracting, Financial Modeling, Strategy Consulting, Due Diligence Consultant, Financial Analysis, Department of Defense, Strategic Planning, Procurement, Request for Proposal (RFP), Market Sizing, Marketing Strategy, Advisory, Multiple on Invested Capital (MOIC), Spreadsheets, Business Analysis, Return on Invested Capital (ROIC), Operations Management, Project Management, Market Research, SWOT Analysis, M&A Due Diligence (Financial), Innovation, Competitive Analysis, Due Diligence, M&A Due Diligence (Commercial), Market Research & Analysis, Customer Acquisition, Sales Strategy, Investor Relations
Special Assistant to the Under Secretary of Defense (AT&L)
2001 - 2003
U.S. Department of Defense
- Served as chief of staff, acting on the undersecretary's behalf, overseeing $140 billion of the Department of Defense's budget and 237,000 personnel.
- Participated in the Defense Acquisition Board oversight of multi-billion dollar defense systems to incorporate private sector best practices.
- Oversaw strategies to engage Capitol Hill, the White House, and the media on major defense program procurement decisions, resulting in broader acceptance of major department actions.
- Established and led the DOD oversight board as executive director to govern anti-terror data mining practices, successfully reducing congressional and media criticism through enhanced policy controls and transparency.
- Appointed to this employment position by the President of the United States to serve as a member of the Senior Executive Service.
Focus areas: Budget Controls, United States, Financial Data, Leadership, Communication Management, Management, Western Europe, France, European Union (EU), United Kingdom, Europe, Capital, Budgeting, Capital Budgeting, Cost Management, Technology, Microsoft PowerPoint, Financial Reporting, Project Budget Management, Annual Budgets, Technology Sourcing, External Financial Reporting, Government, Aerospace & Defense, Federal Government Finance, Government Contracting, Department of Defense, Procurement, Request for Proposal (RFP)
Professional Staff Member
1997 - 2000
U.S. House of Representatives Committee on Science
- Drafted legislation and contributed to Congressional oversight of science and technology programs to improve management of these initiatives.
- Negotiated with senior agency officials to balance Congressional and Executive Branch priorities.
- Built an issue coalition to pressure NASA to enact significant changes in acquisition policy resulting in $674 million of revenue being made available to commercial providers.
- Intervened on behalf of a company disputing the unfair award of a $29.2 million contract, leading to a reversal of the decision and a final award in their favor.
Focus areas: Cost Management, United States, France, Western Europe, European Union (EU), United Kingdom, Europe, Capital, Budgeting, Capital Budgeting, Cost Benchmarking, Technology, Financial Reporting, Project Budget Management, Annual Budgets, Technology Sourcing, Government, Aerospace & Defense, Federal Government Finance, Government Contracting, Department of Defense, Procurement, Request for Proposal (RFP)
Education
2004 - 2006
Master of Business Administration (MBA) in Finance
University of Pennsylvania Wharton School of Business - Philadelphia, PA, USA
1990 - 1991
Master's Degree in Aerospace Engineering
University of Southern California - Los Angeles, CA, USA
1985 - 1989
Bachelor's Degree in Aerospace Engineering
University of Michigan - Ann Arbor, MI, USA
Skills
Finance
Private Equity, Private Equity Valuation, Statement of Cash Flows, Balance Sheets, Integrated Financial Statements, Mergers & Acquisitions (M&A), Three-statement Modeling, Budgeting, Cost of Capital, Financial Planning & Analysis (FP&A), Fundraising, Seed Fundraising, Financial Modeling, Leveraged Buyout Modeling, Value Creation, P&L Forecasting, External Financial Reporting, Pro Forma Financial Statements, DCF Valuation, Valuation Analysis, Valuation Multiples, Valuation Modeling, Valuation, Startup Funding, Comparable Company Analysis, Forecasting, Revenue & Expense Projections, Financial Advisory, Equity Offerings, Equity Raises, Cash Flow, Cash Management, Market Research, Cap Table Formation, Due Diligence, Finance Operation Improvements, M&A (Sell-side), M&A (Buy-side), M&A Modeling, Budget Controls, Cost Estimation, Capital, Junior Capital, Equity Capital, Cost Benchmarking, Cost Management, Operational Finance, Corporate Finance, Capital Raising, Capital Budgeting, Growth Equity, Financial Reporting, Financial Management, Finance Strategy, Profit & Loss (P&L), Growth Capital Raising, Series A, Series B, Crowdfunding, CFO, Accounting, Venture Funding, Economic Cost
Data & Analysis Software
Financial Data, Capital IQ, VentureXpert, Thomson Reuters
Industry Expertise
Aerospace & Defense, New Business Ventures, Government, Exercise & Fitness, Small Business, Early-stage Startups, Department of Defense, Technology, Venture Capital, Healthcare
Geographic Expertise
United States, Europe, European Union (EU), Western Europe, France, United Kingdom, Netherlands, Brazil, China, South America
Output Software
Excel 2010, Excel 2007, Excel 2016, Microsoft Excel, Excel 2013, Microsoft PowerPoint
Other
Strategic Planning & Execution, Early-stage Funding, Business Planning, Leveraged Buyout (LBO), Business Models, Financial Statements, Financial Statement Preparation, Income Statements, Cash Flow Analysis, Leveraged Finance, Operations, Operations Strategy, Pitch Decks, Pitch Preparation, Pitch Presentations, Strategy, Growth Strategy, Revenue Strategy, P&L Management, Pitch Books, Business Strategy, Business Development, New Business Development, Government Contracting, Federal Government Finance, Fitness, Business Plan Consulting, Pitch Deck Consultant, Business Model Strategy, Small & Medium-sized Enterprises (SME), Education, Growth, Fundraising Consultant, Fundraising Strategy, Finance, Private Equity Consultant, Startups, Equity Investment, Financials, M&A Valuation (DCF), Equity, Strategy Consulting, Financial Analysis, Strategic Planning, Investment Funds, Market Sizing, COO, Marketing Strategy, Startup Consulting, Advisory, IRR, NPV Calculation, Multiple on Invested Capital (MOIC), Cap Tables, Precedent Transaction Analysis, Spreadsheets, Business Analysis, Return on Invested Capital (ROIC), Business Consulting, Operations Management, Management Consulting, Project Management, Pro Forma Analysis, SWOT Analysis, Investor Presentations, M&A Due Diligence (Financial), Structuring, Innovation, Competitive Analysis, M&A Due Diligence (Commercial), Market Research & Analysis, Chief Operations Officer (COO), Customer Acquisition, Sales Strategy, CEO, Term Sheet Advisory, Investment Strategy, Investor Relations, Business, Business Research, Exit Strategy, Product Strategy, Value Proposition, Budget Modeling, Annual Budgets, Project Budget Management, Capital Advisory, Private Placement Memoranda, Reg D Private Placements, Technology Sourcing, Leverage Analysis, Operating Models, Operating Analysis, Operations Reviews, Excel Modeling, Excel Reporting, Investment Capital Raising, Economics, Management, Digital Marketing, Digital Marketing Strategy, Sales & Operations Planning (S&OP), Leadership, Early-stage Venture Capital, Term Sheet Negotiations, Term Sheets, Excel 365, Capital Planning, Due Diligence Consultant, Launch Strategy, Fractional CFO, Executive Coaching, Procurement, Request for Proposal (RFP), Direct to Consumer (D2C), Go-to-market (GTM) Strategy, Sales, Bookkeeping, Business Services, Investments, Linear Programming, Regression Modeling, Excel Add-ins, S&P Capital IQ, Process Economics, Unit Economics, Economic Analysis, Marketing, Marketing Mix, Communications Management, Marketing Communications (MarCom), Communication Management, Statistics, Organizational Design, International Development & Economics, SaaS
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