Functional Skills

Accounting
Private Equity Investing
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Financial Due Diligence

Software Skills

Python
Microsoft Excel

Certifications

CPACertified Public Accountant
CFAChartered Financial Analyst

Sector Experience

Business Services
Energy
Financial Services
Real Estate
Travel & Hospitality

Languages

Italian
English
Japanese

Notable Clients

Ares Management
Barclays Capital
HSBC

Big 4 Accounting
Top Consulting Firms

Experience

Schroders Finance
Senior Analyst – Private Asset Valuations
9/2021 - Present
• As the sole private assets valuation specialist, developed complex valuation, credit rating, and ECL methodologies and pricing models for investment desks across the private asset class spectrum.
• Voting member of multiple Valuations Committees, including Private Equity, Private Debt, Securitized Credit, Infrastructure Debt, Insurance-Linked Securities (ILS).
• Escalation point and final decision-maker over 'hard-to-value' assets across all asset classes under the Schroders Capital umbrella.
• Asset class highlights: VC, PE (early stage, growth), CRED, direct RE, structured credit, emerging markets, ILS.

KPMG Finance
Senior Manager – Credit Pricing & Analytics, Transaction Services, Deal Advisory
10/2018 - 9/2021
• M&A advisory, credit pricing, valuation, modelling, and due diligence of all credit and fixed income asset classes, such as loans (single name, portfolio), credit derivatives, and structured finance products.
• Developed intimate familiarity with key risks and the broader market for a wide range of corporate and consumer credit assets (resi mortgages, CRE, asset finance, trade finance, infra, HY, EM, consumer unsecured, etc.), lenders (investment banks, mid-tier lenders, fintechs, etc.), and industries.
• Experienced in advanced modelling and quantitative methods in Excel/VBA and Python.
• Streamlined valuation process by independently developing a modular portfolio valuation model in Python capable of quickly handling millions of time series data points.
• Developed superb presentation, report writing, and stakeholder management skills.
• Obtained consistently positive feedback internally and externally, culminating in promotion fast track.

KPMG Accounting
Manager – Financial Services Audit
10/2015 - 10/2018
• Managed audit teams in the performance of statutory audits of financial institutions, including global investment and commercial banks, mutual funds, Islamic banks, and fintech startups.
• Worked closely with C-suite and other senior client contacts and consistently received positive feedback on client relationship management.
• Received internal rewards for excellent performance for three consecutive years.
• Author of technical accounting papers on the impact of the introduction of IFRS 9 and IFRS 16 on clients' financial statements, including evaluation of their Expected Credit Losses models.