Functional Skills
Business Planning
ERP Implementation
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Investor Relations
Commercial Due Diligence
Business Development
Venture Capital Investing
Budgeting
Corporate Finance
Divestitures
Industry Expertise
M&A Deal Sourcing
Software Skills
Adobe Premier Pro
Cognos Analytics
HTML
Microsoft Excel Macros
Microsoft Office
Microsoft PowerPoint
Trello
Salesforce
Oracle Financials Cloud
Sector Experience
Aerospace & Defense
Energy
Financial Services
Manufacturing
Social & Public Sector
Languages
Gujarati
Spanish
Hindi
Experience
CP2 Partners
Corporate Strategy & Development
Principal
12/2015 - Present
Private equity focused on energy and utility assets.
Oaklins - Capital Alliance
Finance
Managing director
5/2019 - 8/2022
Engage with and advise small- to middle-market corporate investment banking clients.
Nationstar Mortgage Holdings
Corporate Strategy & Development
Assistant Vice President
9/2015 - 7/2016
A corporate finance and strategy role along with investor relations.
Velocys Inc.
Corporate Strategy & Development
Director
6/2014 - 9/2015
Act as financial manager for a pre-revenue start-up oil & gas technology company by providing corporate finance support to the CEO & CFO.
Build extensive economic evaluation models for gas-to-liquids projects.
Build extensive economic evaluation models for gas-to-liquids projects.
Plains All American Pipeline
Corporate Strategy & Development
Corporate development analyst
7/2009 - 5/2014
Identified opportunities for the company to grow cash flows, whether it is by way of acquisitions or organic CAPEX
Analyzed and model implications of supply and demand dynamics of the North American crude oil markets with respect to corporate strategic initiatives
Modeled the financial implications as well as manage due diligence processes on assets with valuations up to $1 billion
Analyzed and model implications of supply and demand dynamics of the North American crude oil markets with respect to corporate strategic initiatives
Modeled the financial implications as well as manage due diligence processes on assets with valuations up to $1 billion
The Brock Group
Corporate Strategy & Development
Associate
7/2008 - 7/2009
Evaluated the strategic and financial impact of acquisition opportunities before making recommendations to senior management and the investor group of a $1+ billion energy/industrial services company
Organically developed the company’s first inclusive financial budgeting model, and modeled sensitivities as it related to key performance measures and bank/credit metrics
Managed corporate and cost-cutting initiatives of approximately $1.1 million
Organically developed the company’s first inclusive financial budgeting model, and modeled sensitivities as it related to key performance measures and bank/credit metrics
Managed corporate and cost-cutting initiatives of approximately $1.1 million
Lazard
Finance
Analyst
7/2006 - 6/2008
Created valuation models with the flexibility to analyze the implications of operational and economic sensitivities. Modeled the effects of a balance sheet recapitalization on the enterprise’s ability to sustain or grow its business. Also modeled the accretion/dilution of earnings and cash flow in the case of a merger.
Produced marketing materials and managed engagements for companies in the oil & gas, airlines, and other heavy industrial sectors.
Produced marketing materials and managed engagements for companies in the oil & gas, airlines, and other heavy industrial sectors.