FP&A and strategic finance support for ecommerce platform in the construction space. Also involved with fundraising and managing relationships with debt and equity investors

Responsible for all capital raising efforts as well as investor relations for SaaS provider of ecommerce infrastructure in the alcohol space. Build financial models and investor presentations as well as manage diligence process. Lead all strategic finance initiatives for the company partnering with sales, product, operations, and engineering.

Led financial diligence efforts for $7MM Series A Capital raise. Oversaw forecasts, valuation, financial reporting, sales operations, legal and a variety of ad hoc operational responsibilities.

Research analyst at L/S equity hedge fund investing in consumer/healthcare, technology, and financials

Served as sole associate for middle market private equity firm investing across the capital structure and across industries. Led new deal process including financial modeling and analysis, due diligence, company & industry research, and structuring considerations. Intimate familiarity with LBO modeling including credit analysis. Significant experience working closely with portfolio companies.

Generalist analyst focused on executing M&A, debt and equity transactions for corporate and financial clients. Executed transactions across geographies, in both developed and emerging markets. Skilled financial modeling skills spanning DCF, DDM, LBO, merger models and accretion / dilution analysis.