Functional Skills
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
M&A Support
Market Research
Valuation
Software Skills
Microsoft Excel
Microsoft Office
Netsuite
SQL
Tableau
Certifications
CFAChartered Financial Analyst
Sector Experience
Consumer Goods
Industrials
Media & Entertainment
Real Estate
Technology
Experience
Independent Consulting
Finance
Investment Banking Analyst / Financial Analyst
7/2019 - Present
• Acquisition of SSP Ad-Tech Company for One of America's Largest Families
• Sell-Side Acquisition of one of America’s Largest News Publications
• Created a Financial Model for Live Sports Entertainment Start Up that Successfully was used to obtain Term Sheet
• $12.5mm Acquisition of Agri-tech Company for One of America's Leading Agriculture Firms
• Sell-Side Acquisition of one of America’s Largest News Publications
• Created a Financial Model for Live Sports Entertainment Start Up that Successfully was used to obtain Term Sheet
• $12.5mm Acquisition of Agri-tech Company for One of America's Leading Agriculture Firms
Fourth & Kasasa
Finance
FP&A Manager
5/2020 - 8/2022
• Lead reporting and analytics analyst responsible for maintaining all financial models such as the operating model, each of the product revenue and expense models, and the liquidity forecast model
• Responsible for the creation of two new product models, which I forecasted to provide a combined 10% increase in EBITDA, used to influence their eventual launches in 4 different countries
• Led a team of FP&A Analysts and served as the lead business partner for G&A and S&M functions, collaborating with accounting for monthly close and providing strategic financial guidance for optimal departmental performance
• Responsible for the creation of two new product models, which I forecasted to provide a combined 10% increase in EBITDA, used to influence their eventual launches in 4 different countries
• Led a team of FP&A Analysts and served as the lead business partner for G&A and S&M functions, collaborating with accounting for monthly close and providing strategic financial guidance for optimal departmental performance
Simmons Bank
Finance
Investment Banking Analyst
10/2018 - 5/2020
• Worked on deals as an analyst for a middle market firm; Over $200 million in M&A transaction experience across industrials, agriculture, agri-tech, software, media & entertainment
• Created a wide variety of financial models including three statement models for DCF analysis, M&A models, and LBO models
• Successfully led deal rooms during the diligence process for buy-side and sell-side deals, ensuring efficient due diligence for successful transactions
• Created a wide variety of financial models including three statement models for DCF analysis, M&A models, and LBO models
• Successfully led deal rooms during the diligence process for buy-side and sell-side deals, ensuring efficient due diligence for successful transactions