Finance and strategy leader with about 10 years across FP&A, transaction advisory, and value-creation consulting. Has taken carve-outs, divestitures, and first-time planning functions at venture-backed companies from start to finish.
Advises private equity and corporate clients on transaction strategy, portfolio company performance, and value creation. Builds financial models, business cases, and scenario analyses that inform investment and operating decisions. Manages workstreams and teams of 3 to 5 consultants, and presents to C-suite executives and PE deal teams. Integrated AI tools into diligence and modeling, cutting turnaround time by up to 40%.
Promoted from Analyst to Manager to Senior Strategy & Finance Manager at a venture-backed emissions-data company. Led a strategic carve-out from problem definition through execution, including the standalone business case and operating model, and ran the end-to-end sale of a non-core subsidiary. Built the company's financial and operating model and scenario-planning framework, owned RevOps and pricing strategy, and set up monthly executive reports, quarterly board materials, and investor updates. Managed and developed a team of analysts.
Venture-backed direct-to-consumer footwear brand. Designed and implemented the company's first company-wide budgeting and forecasting process, built from scratch in Excel. Delivered monthly reporting packages with forecast, budget-to-actuals, and variance analysis for executives and investors. Built daily sales dashboards and led supply-chain and product-cost analyses.
Owned the $100M operating and capital budget for Global Media Operations and led quarterly forecasting. Built financial models, budgets, and long-range planning tools. Designed management reporting with KPIs and variance drivers, and earned the NBC GEM (Going the Extra Mile) award.