Functional Skills
Financial Modeling
Bulge Bracket Investment Banks
Fortune 500
Experience
Carvana
Finance
Assoc. Director, FP&A
9/2016 - 8/2023
Managed complex operating, headcount and financial models to provide 5-year forecasts for the executive team
Saints Capital
Finance
Senior Associate
7/2014 - 8/2015
- Analyzed and originated investment opportunities for private equity firm with $1.4bn AUM
- Led weekly investment committee discussion and prepared materials including financial analysis, due diligence results, industry assessment, projected returns and recommended deal structure
- Built financial models and evaluated risk and opportunity profiles for existing and potential investments
- Led weekly investment committee discussion and prepared materials including financial analysis, due diligence results, industry assessment, projected returns and recommended deal structure
- Built financial models and evaluated risk and opportunity profiles for existing and potential investments
Morgan Stanley
Finance
Associate
8/2012 - 5/2014
- Developed and executed private and public financings and M&A transactions for clients from the Real Estate, Media & Communications and Retail groups
- Led internal teams and collaborated with clients to develop marketing materials, offering memoranda, selling documents, SEC filings as well as rating agency and investor presentations
- Facilitated relationships with legal, accounting and external client teams
- Led internal teams and collaborated with clients to develop marketing materials, offering memoranda, selling documents, SEC filings as well as rating agency and investor presentations
- Facilitated relationships with legal, accounting and external client teams
Viacom
Corporate Strategy & Development
Manager
9/2007 - 8/2010
- Analyzed market trends and key performance metrics for potential new business ventures, acquisitions and corporate partnerships
- Led the development of quarterly metrics and reporting for $3.5bn annual domestic advertising sales
- Partnered with Business Intelligence group to manage databases and integrate internal and third-party reporting (e.g. Nielsen, comScore, Kantar)
- Led the development of quarterly metrics and reporting for $3.5bn annual domestic advertising sales
- Partnered with Business Intelligence group to manage databases and integrate internal and third-party reporting (e.g. Nielsen, comScore, Kantar)