Startup / Mid-Market Fractional CFO & Strategic Finance Advisor
• Lead M&A advisory engagements, including buy-side and sell-side due diligence, financial modeling, and transaction structuring, helping companies evaluate, negotiate, and execute deals that align with their growth strategy.
• Develop long-term financial models, forecasting, and scenario planning to support capital raises, acquisitions, and divestitures for
high-growth startups, PE-backed firms, and mid-market businesses.
• Partner with executive leadership to drive corporate development initiatives, including valuation assessments, deal financing strategies, and integration planning for strategic acquisitions.
• Provide financial due diligence and investor-ready reporting, ensuring clean financials, optimized EBITDA, and strong balance sheets to support M&A transactions and strategic growth opportunities.

Startup Strategic Finance Advisor
• Led FP&A efforts for over 20 startups and mid-market businesses, specializing in building comprehensive financial models, KPI
dashboards, and capital allocation strategies that support both day-to-day operations and long-term growth.
• Developed scenario planning models to help businesses in sectors such as Fintech, SaaS, and Professional Services drive strategic decision-making, preparing them for rapid growth, capital raises, and potential acquisitions.
• Provided fractional CFO services to streamline financial operations, restructure cost bases, and improve cash flow management, delivering key insights to optimize budgeting, forecasting, and resource allocation.
• Successfully supported clients in securing funding through capital raise efforts by preparing robust financial models and working closely with executive teams to present solid business cases to investors.
• Enabled business leaders to focus on scalable growth by implementing best p

Corporate Development Advisory Services
• Acted as a strategic advisor in Mazars' corporate development consulting arm, overseeing over 20+ large-scale M&A transactions across diverse industries, including manufacturing, SaaS, food & beverage, and healthcare.
• Led end-to-end buy-side and sell-side due diligence efforts, providing in-depth financial and operational analysis to assess risk and maximize deal value.
• Collaborated closely with private equity firms, aligning investment strategies with targeted growth opportunities and conducting rigorous financial modeling to support deal negotiations.
• Delivered comprehensive investment proposals and detailed findings to C-suite executives and stakeholders, providing actionable
insights for decision-making.
• Supported post-deal integration and identified synergies to ensure a smooth transition and sustained value creation.

M&A Buy-Side and Sell-Side Due Diligence / CFO Advisory
• Served as lead in full scale transaction advisory services for buy-side and sell-side engagements, providing financial and operational due diligence for middle-market companies and private equity investors.
• Identified critical risks and opportunities related to potential transactions, ensuring that both financial health and growth potential were thoroughly evaluated.
• Developed comprehensive financial models, including free cash flow models, three-statement models, and comparable company analyses to guide decision-making processes during acquisitions, mergers, and divestitures.
• Advised corporate clients on optimizing capital structures and preparing for sale or acquisition, focusing on maximizing value for stakeholders while ensuring compliance with financial regulations.
• Assisted in post-transaction integration, streamlining financial reporting systems and ensuring smooth transitions during mergers and acquisitions.

Unsecured Creditor Committee ("UCC") Support
• Led the development of detailed valuation and solvency reports for four UCC cases across diverse industries, including Consumer Products, Hospitality, and Manufacturing, ensuring accurate financial assessments that supported key legal motions during bankruptcy proceedings.
• Worked closely with Unsecured Creditor Committees to deliver data-driven financial analysis, enabling creditors to evaluate liquidation versus restructuring scenarios and maximize their recovery options. Provided strategic recommendations based on cash flow analysis, asset valuation, and overall financial health of debtor companies.
• Collaborated with legal teams, financial advisors, and stakeholders to present complex financial data in an accessible format, ensuring UCC members could make well-informed decisions. Advised on the financial implications of restructuring plans, fostering transparent communication and supporting optimal outcomes for all involved partie

M&A Buy-Side and Sell-Side Due Diligence
• Managed and directed full-scope buy-side and sell-side due diligence for an international private equity firm, specializing in consumer goods, food & beverage, manufacturing, and hospitality. Oversaw deals ranging from $5.5M to $7.5B, ensuring seamless transaction execution and maximized value capture.
• Conducted detailed financial and operational analysis to uncover hidden risks and value creation opportunities, including profitability levers, working capital optimization, and integration synergies. Collaborated with senior executives to develop strategies that enhanced post-transaction performance.
• Developed intricate financial models, including discounted cash flow (DCF), LBO models, and scenario analysis, to assess target companies' valuations and forecast post-acquisition performance. Provided thorough insights into capital allocation and potential return on investment.
• Leveraged extensive knowledge across multiple sectors to tai

• Acted as lead associate, overseeing audit engagements with 2-15 staff members for a diverse range of clients, ensuring compliance with U.S. GAAP and proper financial reporting standards.
• Spearheaded financial audits for clients across various industries, enhancing operational efficiency and identifying risk management strategies to improve internal controls.
• Collaborated with senior leadership and clients to deliver accurate financial insights, driving audit efficiency and contributing to strategic decision-making processes.