Functional Skills

Accounting
Accounts Receivable
Brand Strategy
Competitive Landscaping
Financial Due Diligence
ERP Management & Configuration
Financial Planning & Analysis (FP&A)
Financial Modeling
Financial Statement Preparation
Investment Banking
M&A Support
Market Research
Organizational Behavior
Qualitative Research
Warehouse Management

Software Skills

3PL Warehouse Manager
Amazon Marketplace
Capital IQ
Dropbox
G Suite
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
Microsoft Word
Outlook
Quickbooks
Quickbooks Enterprise
Sharepoint
Shopify

Certifications

Series 63
Series 79

Sector Experience

Consumer Goods
Financial Services
Healthcare
Media & Entertainment
Retail

Languages

Spanish
English

Experience

MacAndrews and Forbes Finance
Investment Professional
4/2019 - 7/2019
Participated in deal structuring and execution including modeling and due diligence; conducted research and analyses on acquisition targets and industries, formulating research-based opinions on investment opportunities; collaborated with the CEOs and CFOs of 8 portfolio companies to provide strategic operational support and financial analyses; helped prepare materials for and participate in monthly meetings with each portfolio company
Barclays Investment Bank Finance
Associate
8/2016 - 4/2019
Led financial analyses, diligence processes and deal execution on several sell-side and financing transactions; spearheaded valuation analyses to evaluate clients’ strategic alternatives, including M&A, capital deployment and investments; evaluated strategic positioning and industry dynamics for public and private companies across Consumer and Retail sector
Lubin Lawrence Management Consulting
Senior Consultant
8/2009 - 7/2014
Worked closely with Management teams to conduct primary research and deliver executional and strategic guidance on key projects related to corporate strategy, M&A strategy and targets, market sizing, consumer segmentation, brand development and brand repositioning; managed vendors, clients and team of direct reports in national and international markets; designed and moderated over 200 client-facing focus groups and over 30 consumer surveys, in English and Spanish