Functional Skills
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Accounting Software Implementation
Competitive Landscaping
Accounting
Accounts Payable
Accounts Receivable
Budgeting
Communications
Finance Transformation
Investment Banking
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Business Services
Energy
Financial Services
Retail
Technology
Languages
English
Experience
Power Fund Holdings
Finance
CFO
8/2021 - Present
• Leading marketing activities for company’s fundraising initiatives, having secured $15.4mm to date to finance the purchase and buildout of Company’s 110,000 square foot cultivation and manufacturing facility
• Developed and managing company’s finance, budgeting, accounting, tax, investor relations, legal and human resource functions
• Led company’s sale of select technology assets to Tabula Rasa
• Developed and managing company’s finance, budgeting, accounting, tax, investor relations, legal and human resource functions
• Led company’s sale of select technology assets to Tabula Rasa
Yello
Finance
Finance Manager
11/2020 - 1/2022
Established and maintained company’s FP&A function, including building of long-range forecast and cashflow model,
zero-based budget model, headcount model and operational metrics model
• Led corporate development activities within the organization, including evaluation buyside and sell side alternatives
• Managed company’s acquisition of WayUp, including all due diligence, financial and synergy modeling, and post
merger integrations
zero-based budget model, headcount model and operational metrics model
• Led corporate development activities within the organization, including evaluation buyside and sell side alternatives
• Managed company’s acquisition of WayUp, including all due diligence, financial and synergy modeling, and post
merger integrations
First Analysis Securities Corporation
Finance
Investment Banking Associate
2/2017 - 11/2020
• Advised companies in M&A, capital raise and strategic alternative activities representing $440mm in transaction value
• Worked directly with company founders and management in all aspects of transactions, including developing executive summaries, introductory presentations, strategic financial models and confidential information presentations
• Worked directly with company founders and management in all aspects of transactions, including developing executive summaries, introductory presentations, strategic financial models and confidential information presentations
Huron Consulting Group
Management Consulting
Business Advisory Associate
2/2014 - 2/2017
• Led buildout of three-statement financial models to evaluate pro forma effects of strategic investments and transactions for Fortune 500 companies, including Southwest Airlines, Voya Insurance and Rexall
• Managed all aspects of ten finance transformation consulting engagements, including requirements gathering, process design, model build, model testing and post-implementation support
• Advised multiple stakeholder groups, including the CFO’s office, corporate development, FP&A, treasury and operations
• Managed all aspects of ten finance transformation consulting engagements, including requirements gathering, process design, model build, model testing and post-implementation support
• Advised multiple stakeholder groups, including the CFO’s office, corporate development, FP&A, treasury and operations