Sector Experience

Healthcare
Retail
Technology
Bulge Bracket Investment Banks
Fortune 500

Experience

Capsule Pharamcy Start-Up
Direct, Sales Operations
1/2018 - 6/2018
- Develop the Sales pipeline process
- Restructuring Sales Org
- Cohort, CAC, LTV, breakeven analyses
- Budget setting and financial modeling
- Compensation modelling
- Operations process improvement
- SQL
Zocdoc Start-Up
Senior Associate, SalesOps & Strategy
6/2017 - 12/2017
- Restructuring Sales Org
- Developed analytics tools for Sales leaders
- Cohort analysis
- Compensation processing and modelling
- SQL
Acquis Consulting Management Consulting
Senior Associate
3/2016 - 5/2017
- Worked with Solidea, Acquis's dedicated consulting arm for startups
- Financial modeling
- Product / MVP development
- Stakeholder analysis
Lincoln International Finance
Associate, M&A
7/2014 - 5/2015
- Acted as quarterback in sell-side and buy-side processes ranging from $50mm to $500mm in valuation
- Financial modeling, including DCF, comps, acretion / dilution, and sum of parts
- Development of CIMs and CIPs from scratch
- Facilitation of stakeholder meetings
Bank of America Finance
Summer Associate
6/2013 - 8/2013
Mergers & Acquisitions group
The Chartis Group Management Consulting
Associate Consultant / Analyst
7/2008 - 5/2012
- Highly analytical role focused on healthcare advisory
- Worked with leadership (C-suite) and boards to develop the following
i. Joint ventures
ii. Strategic alignments
iii. 5-year visions
iv. Operational models to cost cut