Functional Skills
Business Planning
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Modeling
Software Skills
Adobe Creative Cloud
Canva
GitHub
Google Sheets
Java
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Python
Certifications
Series 63
Series 79
Sector Experience
Business Services
Financial Services
Languages
English
Bulge Bracket Investment Banks
Fortune 500
Experience
Consolidata
Finance
Co-Founder & CEO
3/2020 - Present
Fractional CFO, outsourced financial modeling, FP&A and startup fundraising advisor
KKR
Finance
Associate
10/2017 - 7/2019
Private equity investor
Goldman Sachs
Finance
Analyst
6/2014 - 9/2017
Investment banker in Consumer Retail & Healthcare Coverage Group