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.

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.

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.

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.

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.