Contract Assignments
• Enabled board-level financial reporting, focusing on trends like churn analysis, ARR growth, and margin improvement to support Series
● fundraising discussions.
• Partnered with the CEO and CFO for a SaaS company to set 5-year financial goals, focusing on ARR growth, breakeven timelines, and operating margin improvements.
• Launched a KPI dashboard, tracking metrics like net revenue retention (NRR) and average revenue per user (ARPU), to evaluate the effectiveness of pricing and customer success strategies.
• Conducted a mix of DCF valuation and market comparable to support a strategic buyer's acquisition decision, determining an equity value of $225 million, driven by identified operational synergies and market share expansion.
• Highlighted $35 million in synergy value from procurement savings and enhanced production capacity, strengthening the client's investment case and financing strategy.

(Healthcare / Life Sciences) Dec. 2022 – Jan. 2024, Santa Monica, CA
• Built Strategic Financial Planning and Analysis and reporting cadence for $1.2 billion operations in the US and UK leading to a 15% reduction in capital expenditures by identifying inefficiencies and implementing cost saving initiatives, and communicated results to management, board, and investors.
• Managed monthly forecasts and multi-year financial planning for 6 focus areas and 32 research projects, achieving a 17% reduction in operating expenses.
• Developed budgeting & forecasting models and led the implementation of software and ERPs like NetSuite Planning & Budgeting (NSPB).
• Successfully oversaw internal accounting controls, managed the financial closing process, handled cash management, coordinated with auditors, and ensured compliance with regulatory standards, thereby maintaining financial integrity and accuracy.
• Developed and coached a high-performing finance and business intelligence team, enhan

• Led strategic financial initiatives, optimizing resource allocation to achieve $1B in net revenue and $90M in operating profit across core products (1500 SKUs), freshreized business, and frozen meals.
• Developed and implemented an efficient Annual Operating Plan and budgeting process, creating custom financial models with cross departmental collaboration, resulting in improved accuracy and alignment across the organization.
• Collaborated with the CFO and accounting team to revamp the cost accounting process, introducing an advanced hedging strategy for avocado costs, which reduced raw material price volatility by 12% and secured $1.8 million in annual savings.
• Spearheaded a comprehensive review of labor and overhead allocations, leading to a 7% reduction in operational costs, while optimizing workforce utilization across three manufacturing plants.
• Acted as a strategic trusted business partner, collaborating closely with particular Business Units like demand planning to det

• Led the reporting and financial analysis function for a group of biotech companies valued at $2.3 billion, and standardized the reporting process globally in NA, LATAM, EMEA and AsiaPac.
• Managed investor relations and M&A, maintaining an investor data room and supporting fundraising and growth initiatives. Provided strategic financial insights, led capital acquisition, and handled valuations, due diligence, and negotiations through to closing.

• Played a pivotal role in fundraising efforts, developed investor pitch materials and presentations, atracting $8.2 million in addition commited capital for a $100M venture capital fund.
• Enhanced EBITDA margin by 22% through diligent cost analysis, OPEX and CAPEX management, and strategic financial decisions. Served as a management consultant to portfolio companies, providing assessments, recommendations, and identifying deficiencies and potential opportunities for industries like manufacturing, SaaS, Technology, and real estate.
• Implemented KPI dashboards and performance metrics to monitor portfolio companies' health and facilitate data-driven decision-making.
• Successfully managed relationships with a diverse group of investors, including institutional investors, high-net-worth individuals, and family offices.
• Organized and led investor meetings, presentations, and due diligence processes, effectively communicating fund strategy, performance, and investment opportunities.

• Restructured a $3 billion direct investment portfolio, conducting the BCG model approach. Developed and implemented business plan for $300M SME fund issued by the government.
• Restored 5 frozen subsidiary businesses to productivity and achieved a $15.5 million capital gain through a successful divestiture.

• Contributed to managing a $2.4 billion government equity portfolio.
• Played a key role in a successful $250 million merger of a flat steel manufacturing Company.