Functional Skills

Investor Relations
Business Analysis
Business Operations
Commercial Due Diligence
Cybersecurity
Digital Care Delivery Model
Financial Planning & Analysis (FP&A)
Market Access Strategy
Market Research
Operations Management
Strategic Planning

Certifications

CSMCertified Scrum Master

Sector Experience

Business Services
Financial Services
Technology

Languages

English
Big 4 Accounting
Top Consulting Firms

Experience

T-REX Group Start-Up
Director of Operations and Finance and Interm CFO
5/2018 - Present
Oversee financial projections, forecasting, budgeting, and multi-year financial plans; develop ad hoc models and communicate financial and business updates to senior leadership and board
Management of key functions including Operations, Finance/Accounting, HR, Legal and Internal/External Communications
Ernst & Young (EY) Management Consulting
Senior Consultant ; Product Manager
3/2016 - 5/2018
Led analyses for strategic growth initiatives including acquisitions, post-acquisition integration and new business investments, specializing in growth strategies and new business launches

Developed financial models and conduct comprehensive due diligence of fintech acquisitions to determine capital
requirements, ROI, break-even time frames and impacts to head count, resulting in the group’s first acquisition product, develop new ideas for future launches and create recommendation reports
Connectivity Venture Fund Finance
Associate
3/2015 - 11/2015
The Connectivity Ventures Fund (CVF) was launched in 2015 by the principals of Connectivity Capital Partners (CCP), an advisory firm that leverages its unique global network to make introductions that add real economic value to new companies and ventures. CCP was founded, based on a perceived unmet need, in 2012 inside of parent company Westwood Partners, one of the premier retained executive search firms focused on the financial services industry since 2002.
37 Angels Finance
Analyst
7/2014 - 3/2015
As the investment associate at 37 Angels I currently spearhead in-depth screenings of over
4,000 companies. Every three months, 37 Angels hosts a pitch competition where seven to eight
companies present their product to a room filled with angel investors. In order to select the few
companies that present, I screen nearly 300 potential start-ups and interview fifty companies in
order to select the 15 companies that are given the opportunity to pitch.
Scholastic Other
Digital Analyst
11/2012 - 3/2014
As a strategic analyst- monitoring, tracking, identifying and analyzing trends in performance metrics. I was able to add significant revenue growth potential at Scholastic Inc. by turning an analytics group into a powerful consulting group that helped different product lines understand their market share, financial performance and opportunities for new market growth. I lead internal client relationships from an analytical perspective, looking for new opportunities to support their business.
Jerusalem Venture Partners Finance
Financial and Operations Manager
8/2010 - 11/2012
 I worked for Jerusalem Venture Partners as an analyst and subsequently an operations manager. While working there, I had the opportunity to see start ups at various stages of life. The companies I worked with faced everything from the trials and tribulations that occur before making a necessary pivot as well a company’s acquisition. .
Throughout my time at JVP, I came to appreciate the importance of a skilled and
trusted team, the necessity for thorough due diligence of potential investment