Functional Skills
Budgeting
Cost Reduction
Data Collection / Research
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Market Research
Operations Management
Real Estate Investing
Sales and Operations Planning (S&OP)
Business Analysis
Sales Forecasting
Corporate Finance
Scenario Planning
Software Skills
Microsoft Excel
Netsuite
Sector Experience
Business Services
Consumer Goods
Financial Services
Real Estate
Technology
Bulge Bracket Investment Banks
Fortune 500
Experience
Ansira
Finance
Director of Finance
6/2021 - Present
Lead strategic finance efforts around financial modeling, M&A Integration, Company budgeting, ROI analysis, Lender covenant compliance models, 3 statement proformas
Goldman Sachs
Finance
Analyst
5/2010 - 9/2012
Investment Management division. Alternative Investments. Client Portfolio Solutions. Detailed reporting, performance attribution, portfolio construction. RFPs, DDQs, liquidity breakdowns, pitch books, marketing materials, etc.