Functional Skills
Financial Modeling
Bulge Bracket Investment Banks
Experience
Choose Energy
Start-Up
Finance and Operations Manager
3/2014 - 7/2016
- Distilled insights from existing customer database into actionable strategic initiatives that were instrumental in delivering over $600 million in energy contracted (GMV) per annum.
- Built dynamic and real-time operational and financial models based on multivariate business variables; managed cash flow and cash burn.
- Participated in a $14.5 million Series C capital raise by drafting investor presentation and conducting total addressable market studies and addressing any due diligence re
- Built dynamic and real-time operational and financial models based on multivariate business variables; managed cash flow and cash burn.
- Participated in a $14.5 million Series C capital raise by drafting investor presentation and conducting total addressable market studies and addressing any due diligence re
Gryphon Investors
Finance
Investment Associate
6/2008 - 9/2010
- Led due diligence processes for potential investments in business services and education sectors, conducting initial valuations and research to provide a recommendation to the firm’s executive team
Credit Suisse
Finance
Associate
7/2005 - 6/2007
- Top-ranked each year and promoted to a third-year analyst.
- Created and managed valuation models on Apollo’s $3bn acquisition of Claire’s Stores.
- Created and managed valuation models on Apollo’s $3bn acquisition of Claire’s Stores.