Profesional Life

Professional Life and Accomplishments

DOWNLOADS



Director of Strategic Finance / Corporate Development

15+ Years

    Strategic Planning / Investment Analysis

  • Strategic Planning and Development
    • Developed extensive business plans, financial models, analyses, and presentations for new business opportunities: including complex (technical and capital) projects like satellite constellation investments, new distribution models, new technical design, partnership and acquisition evaluation, and new market entry.
    • Participated and led teams in negotiating, contracting, and finalizing deals internally and externally.
    • Participated in all levels of the company’s capital budgeting, planning, and forecasting process; including scenario analyses, risk evaluation, and presentation to executive team and board.
  • Acquisition / Business Valuation
    • Created, planned, and led acquisition selection, due diligence, transaction process, deal valuation, and deal closure.
    • Researched, presented, and closed dozens of high-value acquisition targets – including the close of key acquisitions: Wildblue, Stonewood, ARINC, NetNearU, Lonocloud, Engreen, Arconics. See Projects below.

    Proposal / Market Analysis

  • Pricing Strategy:
    • Developed pricing strategy, using market research, competitive analysis (including the creation of competitor’s, channel’s, and partner’s financial model), and analyzed strategic and financial tradeoffs.
    • Led and managed the initial business plan for ViaSat’s key go-to-market in commercial air, developed business plans for products, markets, distribution in broadband segment, aided special government segment initiatives, and evaluated/panned future markets.
  • Market Analysis:
    • Led team researching players, channels, and value in new markets.
    • Developed go-to-market plans evaluating core strategy with risk tradeoff throughout markets and channels.
    • Developed initial analyses for new markets: US Broadband, worldwide sales (EU, AU, MX, SA), commercial air, business aviation, government markets, and future global initiatives. (See Projects)

    Corporate Financial Analysis

  • Strategic Planning
    • Develop strategic frameworks to identify value-creating growth, and established key dashboards, drivers, metrics to capture this value.
    • Led and participated in developing the quarterly/annual forecast plan.
    • Responsible for all major investment forecasting (such as multi-billion dollar future strategic investments and go-to-market plans).
    • Led analysis and presentation of key decisions for executives on capital allocation, risk analyses, and key assumptions making across all business segments.
  • Capital Structure
    • Analyzed key metrics, optimal capital structure, risk analysis for strategic planning and forecasting.
    • Participated in several planned and executed capital raises, included equity financing, ex-im financing, and term-loan debt financing.
    • Analyzed strategic options to capital, including partnerships, spin-off, technical trades, and other business strategy.
    • Analyze and make key decisions for executive management on capital allocation, scenario analyses, and key decision making across all business segments.

Financial Operations Management

15+ Years

    Global Business Solutions - Finance Director

  • Operational Finance Management for Business
    • Part of the executive team and led all major financial decisions for the $50M+ business division for our global enterprise initiative .
    • Managed team of analysts, accountants, and staff to meet major management reporting deadlines.
    • Responsible for the financial statement reporting, all profit and loss analysis, cost management, new revenue, and bid and proposal.
    • Successfully met all key targets on EBITDA, cost management, and revenue management.
    • Not only managed, but dramatically improved planning process, forecasting in the business and drove improvement across all adjacent business lines; creating key templates for: Planning, Proposal, Analysis.
    • Created processes for independent and decentralized management of decision making for finance, sales, and operations.
    • Worked with corporate executive management, general management in the business to make key decisions, set key targets, and report key results.
  • Commercial Air - Controller

  • Operational Finance, Planning, and Analysis
    • Managed the start of our daily financial operations in our commercial air segment–ViaSat’s most successful new business.
    • Created short-term and long-term budgets and forecasts.
    • Managed a team of analysts thoughtfully creating variance/flux reports, KPI and benchmark analysis, competitive reports.
    • Developed methodologies and templates for proposal process.
    • Analyzed and approved all financial investments and transitions within the business.
    • Presented to executive management team at business area reviews and quarterly and annual financial and strategy updates.
    • Managed all financial proposals to new airlines and key new business initiatives.
    • Created financial models for revenue funnel, capacity planning, and executive reporting.
    • Coordinated with general management and team to create standard processes for future $1B+ business.

Audit Senior

3 Years

    Audit - General and Valuation Analysis

  • Audit:
    • One of the youngest employees to directly manage several clients
    • Participated in all levels of audit procedures, auditing all income and balance sheet accounts
    • Moreover, participated in engagement with clients. Specialized in financial valuation analysis, was the only financial specialist in the San Diego region.
    • Managed Deloitte’s San Diego venture capital clients and specialized valuation of mortgage companies, derivatives, stock options, and retirement plans.

Professional Projects

PROJECTS

    Professional Projects

    • ViaSat-1/2/3 Constellation: Developed and maintained the main business plans and financial models for ViaSat’s billion-dollar bet on a breakthrough broadband technology in global markets and dozens of new verticals.
    • Bid and Proposals: Managed financial model and pricing strategy for ViaSat’s largest contract win ever over $300M, NBN Australia. Further, aided the early competitive hardware business dominate the market with sales over $100M.
    • Commercial Air Management: Created ViaSat’s initial financial model (based on a new free-to-pax business model) for its investment into the highly-visible, highly-successful, growth business of Commercial Air. Responsible for early-stage finance and reporting for new business which is now the most successful part of the company.
    • Global Business Solutions: Planned and acquired leadership into wireless distribution and enterprise broadband.After acquisition, finance executive in charge of growing complex business with revenues over $50M.
    • Partnerships / Joint Ventures: Developed business model and proposal for ViaSat’s sale of broadband capacity to its Canadian partner for over $250M. Other partnership models in South America and Europe valued over several hundred million.
    • Loral Legal Settlement / Other: Developed key business analysis for legal IP settlements and negotiations,; some publicly valued at hundreds of millions of dollars.

Education

EDUCATION

    University of California, Berkeley

    • Haas School of Business (3.9GPA)
    • Magna Cum Laude – Haas School of Business
    • President/Officer of 3 Collegiate Organizations
    • Taught 4 semesters of class on Equities and the Stock Market

    Stanford Graduate School of Business

    • Stanford Executive Leadership Program

    Other

    • Valedictorian - High School Class
    • Corporate Leadership Programs (ViaSat Leadership Institute I and II), Multiple presentations to ViaSat Board of Directors, attended multiple Strategy and Leadership seminars/courses, Lead/Taught several internal Strategic Finance and Satellite Finance Courses, managed multiple winning intern project teams.

Skills

SKILLS

    Hobbies / Other Skills

    • Avid coder: Python, Java, CSS C, Objective C, Visual Basic, VBA.
    • Worked with databases including: SQL, SQLite, Postgres, BerkeleyDB.
    • Tools including Tableau, R Studio, Jupyter, QGIS, Plotly, Oracle EBS, Discoverer.
    • Robust understanding of Finance, Math, and Statistics.
    • Unique understanding of telecommunication science, electrical engineering, wireless standards/spectrum, and network architectures.
    • Extremely well-read in strategy, leadership, and economic theory.

    Hobbies

    • Avid hobbyist of the microcontrollers (RPI, Arduino), designing and building circuits and electrical engineering, and all- around “maker” communication.
    • Deeply involved in crypto-currencies since 2012 – including Bitcoin, Ethereum, and Monero – investor in multiple crypto-currencies and multiple startups.
    • Accredited Investor participating in early-stage angel funding, fundamental stock analysis and trading, group investment analysis and valuation.
    • Voracious interest in all new technologies, including AR/VR, autonomous cars/drones, crypto-currency & blockchain networks and economics, and other cutting-edge technology.
    • Extremely well-read in strategy, leadership, and economic theory.

References

REFERENCES