(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Customer-oriented versatile manager with over ten years of successful experience in mergers acquisitions and new business development ('deal-making'). Strengths in MA, consulting, and strategy backed by $100B of deals assessed and $12B of transactions executed. Adaptable analytical thinker, practiced at cultivating relationships with diverse range of clients and stakeholders across the globe.

  • Mergers & Acquisitions
  • Client Relationship Management
  • Corporate Strategy
  • Due Diligence
  • New Business Development
  • Adaptability & Flexibility
  • Commercial & Customer Awareness
  • Creativity & Innovation
  • Strategic Communication
  • Financial Reporting & Accounting
  • Coaching and Mentoring
  • MS Excel, Word, PowerPoint
Rice University Jones Graduate School of Business Houston, TX, Expected in 05/2009 MBA : Finance and accounting - GPA :
The University of Texas At Austin Austin, TX, Expected in 05/XXX Bachelor of Arts : Economics - GPA :
Work History
Yahoo! - Mergers & Acquisitions Finance Manager
Seattle, WA, 09/2017 - Current

Lead workstreams of acquisitions, divestitures, and commercial deals from assessment to execution. Manage strategic client relationships supplying highest quality work across multiple projects. Organize market analysis on new country entries. Function as Senior Manager on appointed deals directing team of two advisors. Coach, mentor, and foster junior staff engagement.

  • Created collaborative relationships with members of over twenty cross-functional teams, consistently fostering productive teamwork to build consensus and solve complex business issues.
  • Directed assessment of $100M to $10B deals shaping closing of six transactions estimated at $1.5B.
  • Nominated subject matter expert (SME) consulting on various aspects of M&A and divestiture strategies, including options analyses and recommendations.
  • Contributed to execution of $470M of contracts by directing and empowering advisors to deliver high-quality insights to build internal consensus and ease negotiations.
  • Influenced $380M divestment creating $60M of cash returns by challenging existing views and designing market-centered business case addressing needs of prospective buyers.
  • Motivated $200M of savings by uncovering misinterpretation of existing cost of service contract, challenging status quo and motivating team to negotiate 85% reduction in fees.
Altice Usa Inc. - Mergers & Acquisitions Finance Lead
Osburn, ID, 09/2015 - 09/2017

Supervised economic valuation of strategic initiatives including M&A and new business development, co-operating in commercial due diligence and execution of $500M of transactions. Developed and managed strategic client relationships from screening to execution. Consulted on accounting and financial reporting challenges of business combinations. Collaborated directly with senior leaders to write proposals to board level executives and decide best way to present business highlights to various stakeholders.

  • Coordinated with cross-functional deal teams taking part in negotiation of transactions up to $2B.
  • Designed improved risk analysis process replicated in five complex projects streamlining quantification of complex data to quickly synthesize insights for decision-making on investments of $2B to $10B.
  • Contributed to execution of strategic initiatives resulting in $112M of savings collaborating on commercial due diligence and negotiation of contracts.
Repsol - Corporate Development Manager
City, STATE, 01/2012 - 09/2015

Took initiate in new business development and M&A pursuit activities, investment origination and maturation, proposal development. Coordinated execution of new business opportunities including asset acquisition/divestitures, corporate buyouts, and bid rounds in North and South America. Publicized analysis of key global trends affecting strategy, stayed up to date with industry-specific research. Created collaborative relationships team member, used networks of client relationships to drive corporate strategy. Liaised as company representative with officials and industry groups. Mentored and developed future talent.

  • Managed team of 5 professionals in screening and evaluation of 80+ M&A targets and publicizing recommendations framing $8B merger transforming the company into major global energy player.
  • Campaigned for Mexico's energy reform by serving as consultant to policy makers and managing strategic relationships with industry shaping vision for new regulatory framework.
  • Contributed to total of $2B in acquisition of ownership shares in two joint ventures.
Repsol - Senior Business Planning Analyst
City, STATE, 10/2009 - 12/2011

Collaborated with management to create and launch US strategic plan. Directed strategic analysis and business case development. Communicated results of financial reporting and analysis, research, and due diligence, both verbally and in writing, to senior management. Oversaw quantitative and qualitative analyses of complex data to analyze complex proposals. Liaison between engineering, finance, legal, accounting, and commercial teams proactively building collaborative relationships communicating clearly at all levels.

  • Designed portfolio analysis setting up value proposition of $1B acquisition of Alaska assets resulting in largest US onshore oil discoveries in three decades.
Additional Information
  • CFA® charterholder, CFA Institute
  • Multilingual fluent in Spanish, Portuguese, and English

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School Attended

  • Rice University Jones Graduate School of Business
  • The University of Texas At Austin

Job Titles Held:

  • Mergers & Acquisitions Finance Manager
  • Mergers & Acquisitions Finance Lead
  • Corporate Development Manager
  • Senior Business Planning Analyst


  • MBA
  • Bachelor of Arts

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