Functional Skills

Financial Due Diligence
Budgeting
Financial Modeling
Accounting
Accounts Payable
Accounts Receivable
M&A Support
M&A Transaction Readiness

Certifications

CPACertified Public Accountant

Sector Experience

Business Services
Consumer Goods
Manufacturing
Retail
Technology

Languages

English
Spanish
Big 4 Accounting
Top Consulting Firms

Experience

Everest Group Finance
Associate Vice President
10/2022 - 4/2025
Associate Vice President within the Reps & Warranties Underwriting group. Was tasked with underwriting the financial portion of every M&A reps & warranties insurance product we underwrote. Was 1 of 2 CPA's on the team. All other team members were lawyers from Big Corporate Law backgrounds.
Grant Thornton Accounting
Manager
9/2017 - 8/2022
Manager in GT's Financial Due Diligence Practice. Gained exposure to a variety of industries, including SaaS, consumer products, manufacturing, transportation, etc.
PricewaterhouseCoopers (PwC) Accounting
Senior Associate
9/2014 - 8/2017
Senior Associate - Assurance: Financial Services Group.