Functional Skills

M&A Support
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Finance Transformation

Sector Experience

Energy
Healthcare
Technology
Telecom

Languages

Spanish
Bulge Bracket Investment Banks

Experience

BRIC Advisory Finance
Project Consultant
9/2010 - Present
- Assisted in business development and deal execution efforts of financial advisory firm specializing in development bank lending
- Helped funds and project companies raise debt and equity capital
- Participated in and managed all aspects of deal execution including creation of financial models, investment memoranda and borrower presentations
Bloomberg, L.P. Other
Contributing Writer & Editor
10/2010 - 11/2013
- Regularly wrote on business subjects covering economics, finance, investment and international trade for Bloomberg Institute
- Edited work of writers ensuring well written, logically structured content, consistent with Bloomberg’s editorial standards
MD Sass Finance
Portfolio Manager
7/2006 - 6/2010
- Analyzed investments for $800 million hybrid private equity/hedge fund targeting undervalued companies and securities
- Created valuation models based on liquidation values, asset values, sum-of-parts, and underlying cash flows
- Evaluated spin-offs, liquidations, undervalued equities, turnarounds, and balance sheet restructurings
- Conducted due diligence into company prospects by speaking with management, competitors, suppliers, and customers
JPMorgan Chase & Co Finance
Vice President
6/1999 - 5/2006
- Built sophisticated models to evaluate returns for leveraged buyouts, recaps, growth capital, and add-on investments
- Developed strategic and financial criteria with portfolio companies to identify candidates for future acquisition
- Worked closely with CEOs of portfolio companies to extend product lines, improve profitability and enter new markets