Functional Skills
Restructuring / Turnarounds
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Forecasting / Projections
Software Skills
Microsoft Excel
Microsoft PowerPoint
Sector Experience
Financial Services
Retail
Bulge Bracket Investment Banks
Experience
Collegiate Housing International
Finance
Finance Director
3/2021 - 6/2023
Managed investment analysis/due diligence, finance and accounting for $7M student housing development in Centralia, WA.
Collaborated in creation of business model to ensure affordability (projected rents at low-end of market rates) and profitability.
Created and monitor KPI metrics, financial statements, and cash flow reports.
Oversaw construction budget and reconciled to actual expenses.
Managed bank financing, capital raising process and investor relations.
Collaborated in creation of business model to ensure affordability (projected rents at low-end of market rates) and profitability.
Created and monitor KPI metrics, financial statements, and cash flow reports.
Oversaw construction budget and reconciled to actual expenses.
Managed bank financing, capital raising process and investor relations.
ShoreRock Group LLC
Finance
Finance Director
2/2018 - 12/2021
Managed investment analysis/due diligence, finance and accounting for the development of a $10M SpringHill Suites in the Charlotte area.
Built financial model and profitability analysis to determine investment merits of development.
Created and monitored financial statements, cash flow reports and KPI metrics.
Built financial model and profitability analysis to determine investment merits of development.
Created and monitored financial statements, cash flow reports and KPI metrics.
Valo Group
Finance
Director of Research & CFO
8/2008 - 12/2017
$100M Value Hedge Fund
Managed all aspects of the finance, accounting, and billing functions for the organization across all entities.
Conducted financial and strategic due diligence of investment opportunities (including private equity, distressed credit and public equities).
Prepared and evaluated financial models (LBO & merger), projections and valuation analyses (DCF, comparable company and acquisition) with a focus on FCF.
Conducted strategic due diligence: researched industry dynamics, competitors and conducted primary research (including channel checks) through the lens of Porter’s 5 Forces.
Managed all aspects of the finance, accounting, and billing functions for the organization across all entities.
Conducted financial and strategic due diligence of investment opportunities (including private equity, distressed credit and public equities).
Prepared and evaluated financial models (LBO & merger), projections and valuation analyses (DCF, comparable company and acquisition) with a focus on FCF.
Conducted strategic due diligence: researched industry dynamics, competitors and conducted primary research (including channel checks) through the lens of Porter’s 5 Forces.
Gracie Capital
Finance
Senior Investment Analyst
3/2005 - 10/2008
$1.4B Long / Short Equity & Distressed Credit Hedge Fund
Researched investment opportunities within consumer & retail sectors. Led all aspects of due diligence process: prepared and evaluated financial models, researched industry/competitors and completed channel checks.
Researched investment opportunities within consumer & retail sectors. Led all aspects of due diligence process: prepared and evaluated financial models, researched industry/competitors and completed channel checks.
Karsch Capital
Finance
Senior Investment Analyst
2/2002 - 3/2005
Researched public equity and distressed debt investment opportunities within consumer & retail sectors.
Credit Suisse
Finance
Investment & Merchant Banking Analyst
8/1997 - 9/1999
Focused on private equity and high-yield transactions.
Prepared complex financial models to evaluate leveraged buyouts, mergers and debt/equity financing and valued companies using comparable company and acquisition analyses, replacement cost analysis and DCFs.
Created integrated financial models to evaluate merger consequences, debt and equity financings and LBO feasibility.
Drafted pitch books and presentations to senior bankers and client management teams.
Prepared complex financial models to evaluate leveraged buyouts, mergers and debt/equity financing and valued companies using comparable company and acquisition analyses, replacement cost analysis and DCFs.
Created integrated financial models to evaluate merger consequences, debt and equity financings and LBO feasibility.
Drafted pitch books and presentations to senior bankers and client management teams.