Functional Skills
Growth Strategy
M&A Support
Strategic Planning
Business Operations
Project Management
Program Management
Organizational Leadership
Post-Merger Integration
M&A Transaction Readiness
Sector Experience
Business Services
Financial Services
Technology
Languages
Spanish
English
Top Consulting Firms
Experience
Mizuho Financial
Corporate Strategy & Development
Chief of Staff to the Head of the Investment & Corporate Bank
5/2022 - 7/2023
- Directly supported Head of Investment & Corporate Bank by institutionalizing the executive briefing process for 200+ client meetings, industry events, and cross-border affairs
- Led M&A growth initiatives across senior leadership including cross-industry pipeline reviews involving 140+ transaction opportunities and external counsel partnerships focused on business development
- Drove operational insights and performance via quarterly business reviews with senior leadership resulting in 110+ action plans and establishing daily client transactions analysis
- Championed college diversity recruiting initiatives including the firm’s inaugural women-focused program and establishing a partnership with Sponsors for Educational Opportunities, a diverse talent development non-profit
- Led M&A growth initiatives across senior leadership including cross-industry pipeline reviews involving 140+ transaction opportunities and external counsel partnerships focused on business development
- Drove operational insights and performance via quarterly business reviews with senior leadership resulting in 110+ action plans and establishing daily client transactions analysis
- Championed college diversity recruiting initiatives including the firm’s inaugural women-focused program and establishing a partnership with Sponsors for Educational Opportunities, a diverse talent development non-profit
William Blair & Company
Finance
Investment Banking Associate, Technology M&A
8/2019 - 2/2022
- Associate in the Technology Group - a dedicated advisory team providing comprehensive M&A services to the technology industry with expertise in the sale of private equity-backed companies
- Transaction experience includes Assembly’s strategic investment led by Advent Intl. (Jul 2021, $1B+), acquisition of Verafin by Nasdaq (Nov 2020, $2.75B), acquisition of Fattmerchant by Greater Sum Ventures (Nov 2020, size undisclosed), and acquisition of Limelight Health by FINEOS (Aug 2020, $75M)
- Led transaction execution work streams including financial and customer data analyses, valuation, marketing materials creation, due diligence, and flow of funds
- Prepared pitch materials for potential mandates and maintained market coverage materials for FinTech sectors including Payments, BankTech, WealthTech, InsurTech, RegTech, and Governance, Risk, & Compliance Tech
- Transaction experience includes Assembly’s strategic investment led by Advent Intl. (Jul 2021, $1B+), acquisition of Verafin by Nasdaq (Nov 2020, $2.75B), acquisition of Fattmerchant by Greater Sum Ventures (Nov 2020, size undisclosed), and acquisition of Limelight Health by FINEOS (Aug 2020, $75M)
- Led transaction execution work streams including financial and customer data analyses, valuation, marketing materials creation, due diligence, and flow of funds
- Prepared pitch materials for potential mandates and maintained market coverage materials for FinTech sectors including Payments, BankTech, WealthTech, InsurTech, RegTech, and Governance, Risk, & Compliance Tech
Accenture
Management Consulting
Management Consulting Analyst to Manager
3/2010 - 9/2017
Manager (2014 – 2017), Consultant (2012 – 2014), Analyst (2010 – 2012). Clients included Top-5 Global Banks, Top-10 U.S. Banks, and Top U.S. Reginal Banks
- Increased visibility of financial reporting risks & controls and identified opportunities for improvement across nine business units in a top U.S. investment bank while increasing project revenue by 30%
- Measured effectiveness and defined action plans for improvement of information technology controls across nine business units in a top global consumer bank
- Enhanced risk monitoring and control oversight across 70 retail branch processes across domestic operations in a top global consumer bank
- Developed and implemented a centralized insurance-processing capability across 17 real estate lending business units in a top global commercial bank
- Increased visibility of financial reporting risks & controls and identified opportunities for improvement across nine business units in a top U.S. investment bank while increasing project revenue by 30%
- Measured effectiveness and defined action plans for improvement of information technology controls across nine business units in a top global consumer bank
- Enhanced risk monitoring and control oversight across 70 retail branch processes across domestic operations in a top global consumer bank
- Developed and implemented a centralized insurance-processing capability across 17 real estate lending business units in a top global commercial bank