Functional Skills
Financial Modeling
Investor Relations
Bulge Bracket Investment Banks
Experience
SweatWorking
Corporate Strategy & Development
Chief Financial Officer
1/2017 - Present
As co-founder and CFO of a digital fitness platform, I am responsible for capital raising (e.g., pitch decks, financial plans, investor outreach, investor relations), financial reporting (e.g., record keeping, monthly reporting) and strategic planning (e.g. budgeting, forecasting, business strategy, pricing strategy). I also assist with Business Development and Data & Analytics.
Lincoln International
Finance
Director
2/2011 - 1/2017
I advised middle market companies on M&A transactions. In that capacity, I prepared companies for sale, drafted marketing materials (e.g. teasers, information memorandums, management presentations, financial projections), completed financial analyses, conducted outreach to potential acquirers, facilitated due diligence and negotiated transaction terms.
The Blackstone Group
Finance
Associate Intern
6/2009 - 8/2009
I served as a summer intern in Blackstone's Restructuring Advisory Group, helping to evaluate, structure and negotiate financial and strategic alternatives for distressed companies undergoing restructuring or Chapter 11 reorganization. My primary responsibilities included drafting restructuring plans, building 13-week cash flow forecasts and negotiating with various creditors, investors and stakeholders.
JPMorgan Chase & Co
Finance
Associate
6/2004 - 6/2008
I helped to start up a business unit called Chase Capital Corporation, which invested mezzanine debt and private equity in middle market companies. I worked to close ten transactions, while helping to grow the group from 3 to 20 employees.