Lead buy- and sell-side engagements with clients including public, corporate, private equity (PE) and investment funds across multiple sectors. Full lifescycle support, including flexible valuation/proforma modelling, deal structuring, transaction accounting, and integration. Lead roles in over $45B of projects.

Full commercial (CDD) and financial diligence (FDD), quality of earnings (QoE), and proforma. Transacation accounting and post-acquisition integration.

Advised clients in delivery and investment of critical infrastructure
· led rapid transformation from one captive client to a diverse multi-engagement business, culminating in our acquisition by EY
· Lead roles on over $10B of transactions, including landmark Port of Miami Tunnel, iconic Goethals and Tappan Zee Bridges.
· Buy- and sell-side advisory, valuation, and diligence services for private developers, investment managers, and PE funds seeking to acquire/divest

Investment Advisor for $1B+ Pension Funds and high net worth clients. Developed comprehensive investment strategies and investment policies. Led investment manager due diligence, manager selection process, performance monitoring. Extensive analytics experience and skills, including portfolio construction/optimization, asset-liability modeling, risk analysis and mitigation, and probabilistic (stochastic) simulation. Comprehensive expertise in alternative assets, and buy side for PE funds,

Silicon-valley high-tech startup that eventually grew to over 50+. Key member of Executive Team and led all finance functions:

• Developed operating model, strategic plan, and omprehensive cash management strategy

• Developed comprehensive fundraising and investor outreach plan and compelling investor valuation case for our capital raise. Pitched to early VC and Angel investors, securing critical early-stage growth capital. Soniya’s key technologies were successfully spun off in March 2006.

- Led the financial assessment of all potential acquisitions for the company and conducted comprehensive investment analysis and valuations of potential acquisitions. Detailed models and proforma and investment cases
- Optimized capital budgeting and rationing, optimization of capital structure and project feasibility analysis
- Led cash management including detailed forecasting and volatility of operational cash flow and long term financial planning for the firm

- Advised clients from startups to large corporations on corporate strategy, market analysis and capital management strategy.
- Provided strategic consulting advice for startups including market entry/first entrant analysis, identification and optimization of distribution channels for products
- Advised small and medium sized firms on growth strategy including international expansion and identified operational efficiencies.