Functional Skills
Post-Merger Integration
M&A Support
Financial Modeling
Valuation
Forecasting / Projections
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Financial Services
Industrials
Manufacturing
Bulge Bracket Investment Banks
Fortune 500
Experience
Novelis
Corporate Strategy & Development
Senior Manager, Corporate Strategy
8/2016 - 2/2021
- Worked closely with the executive management team on strategic frameworks to map out strategy.
- Evaluated and led execution and coordination of diligence workstreams and external advisors on acquisitions and divestitures.
- Led organic capital investments annual planning process.
- Post-acquisition integration Value Capture / Synergies process lead.
- Evaluated and led execution and coordination of diligence workstreams and external advisors on acquisitions and divestitures.
- Led organic capital investments annual planning process.
- Post-acquisition integration Value Capture / Synergies process lead.
Sagent Advisors
Finance
Vice President, Investment Banking – Generalist
1/2015 - 5/2015
- Execution related to mergers and acquisitions in financial technology firms and private placements across industries.
Goldman Sachs
Finance
Vice President (promoted January 2013), Investment Banking – Financial Institutions Group
1/2010 - 9/2014
- Analyzed and led execution on mergers, acquisitions and financing alternatives advisory assignments for financial services businesses.
KKR
Finance
Associate, Private Equity
7/2007 - 7/2009
- Identified and evaluated potential investment opportunities in the financial services and industrial sectors.
- Actively involved in all aspects of transaction executions including management meetings, business due diligence, coordination of advisors, financial modeling, debt financing and final investment recommendations.
- Actively involved in all aspects of transaction executions including management meetings, business due diligence, coordination of advisors, financial modeling, debt financing and final investment recommendations.
Morgan Stanley
Finance
Analyst, Investment Banking – Financial Institutions Group
7/2005 - 7/2007
- M&A and capital raising execution. Built detailed operating models, merger, and discounted cash flow models.