Functional Skills
Accounting
Artificial Intelligence
Divestitures
Regulatory Compliance
Operational Efficiency
Financial Management
Financial Planning & Analysis (FP&A)
Business Development
Project Management
Change Management / Org Design
Risk Management
Data Analysis
Valuation
HR System Implementation
Finance Transformation
Software Skills
SAP CRM
Artificial Intelligence
Salesforce
Storage Area Network (SAN)
PowerBI
Netsuite
SAP
Workday
Quickbooks
Tableau
Certifications
CPACertified Public Accountant
Series 63
Series 79
Sector Experience
Healthcare
Life Sciences & Pharma
Media & Entertainment
Technology
Languages
Spanish
Portuguese
Japanese
Notable Clients
Disney
Google
Sony
TPG
Zynga
Big 4 Accounting
Top Consulting Firms
Experience
Houlihan Lokey
Finance
Director
10/2022 - Present
Direct execution of numerous activities related to complex transactions, debt/equity deals, and intricate reporting landscapes, while serving as SME for corporate and strategic finance across diverse industries. Head cross-functional teams of over 10 professionals across finance, accounting, due diligence, tax, compliance, and reporting to exceed stakeholder expectations in deadline-intensive, high-growth environments. Foster professional relationships with over 50 PE/VC firms and portfolio company leaders for business growth and market visibility across targeted investment sectors.
• Recognized for generating approximately $10B in M&A and IPO deal proceeds by advising investment teams and company leaders on strategic pre-transaction planning and post-transaction execution.
• Optimized financial and accounting process efficiency by 20–30% via implementation of new policies and procedures, KPI dashboards, and enhanced fund/lender reporting tools.
• Achieved 15% CAGR in two years.
• Recognized for generating approximately $10B in M&A and IPO deal proceeds by advising investment teams and company leaders on strategic pre-transaction planning and post-transaction execution.
• Optimized financial and accounting process efficiency by 20–30% via implementation of new policies and procedures, KPI dashboards, and enhanced fund/lender reporting tools.
• Achieved 15% CAGR in two years.
Ernst & Young (EY)
Accounting
Senior Manager
8/2016 - 9/2022
Led global teams of 20+ staff members across advisory, valuation, IT, tax, and cybersecurity to meet client objectives and complex engagement demands. Administered launch of enterprise systems across more than 10 companies by integrating various platforms, such as NetSuite, Carta, and Tableau to enhance financial visibility and operational efficiency.
Delivered critical accounting insights to executives and boards to support strategic decision-making and improve compliance with regulatory standards.
• Developed thought leadership on evolving accounting standards such as revenue recognition, lease accounting, and M&A-related frameworks across client organizations.
• Ranked among top five senior managers in 2022 by volume of executed U.S. and cross-border transactions and for delivering timely financial reports for strategic corporate acquirers.
• Spearheaded end-to-end execution of seven successful IPO and de-SPAC deals for VC/PE-backed firms.
Delivered critical accounting insights to executives and boards to support strategic decision-making and improve compliance with regulatory standards.
• Developed thought leadership on evolving accounting standards such as revenue recognition, lease accounting, and M&A-related frameworks across client organizations.
• Ranked among top five senior managers in 2022 by volume of executed U.S. and cross-border transactions and for delivering timely financial reports for strategic corporate acquirers.
• Spearheaded end-to-end execution of seven successful IPO and de-SPAC deals for VC/PE-backed firms.
PricewaterhouseCoopers (PwC)
Accounting
Manager
3/2012 - 7/2016
Led audit engagements for global public companies and PE/VC-backed tech and media startups by ensuring regulatory compliance and delivering insights across U.S. and international operations. Managed audit, risk, and tax teams of 10+ professionals by fostering collaboration and delivering high-quality outcomes across diverse client engagements. Coordinated directly with senior leaders to produce executive-level reports and board-facing decks by translating complex audit findings into actionable insights for key stakeholders.
• Co-led the design and implementation of AI/ML-powered automation tools, leveraging leveraged ML for anomaly detection in large datasets, improving audit efficiency by 15% and enhancing data-driven insights for stakeholders.
• Played key role in the completion of four successful IPO and spinoff executions for VC-backed tech and media companies by aligning financials, disclosures, and controls to support market entry and investor confidence.
• Co-led the design and implementation of AI/ML-powered automation tools, leveraging leveraged ML for anomaly detection in large datasets, improving audit efficiency by 15% and enhancing data-driven insights for stakeholders.
• Played key role in the completion of four successful IPO and spinoff executions for VC-backed tech and media companies by aligning financials, disclosures, and controls to support market entry and investor confidence.