• Developed automated model to track revenue, forecast working capital, and predictive cash flow for Real Estate Tech startup
• Prepared financial statements for >24 months of backlog and developed internal controls across all business processes

• Advised sponsor-led take-private of South Korean specialty chemicals company to merge with portfolio company to increase market share and create global industry leader
• Executed $665m upsized primary and secondary equity follow-on offering for $3.8b market cap renewable energy company
• Advised a specialty finance railcar leasing company on securing a BBB credit rating to access $1b from the debt capital markets

• Prepared a bid for buyout of a $80m Omni-channel premium furniture company including evaluating target market size, preparing IC memo, IOI, financial model and conducting due diligence
• Conducted due diligence on $50m revenue amazon-centric nutrition company which resulted in the elimination of $2m management EBITDA adjustments and reduced valuation bid of $20m
Developed a financial model to determine the most efficient location for $9m revenue rental-based adventure-game company

• Researched and performed comparable company and precedent transaction analyses, and provided buy side and sell side M&A
advisory services to firms operating at the intersection of media and technology with target deal size of $20m to $100m

• Developed model for accounting and classification to investigate beverage manufacturing company's returnable bottles deposit accounting policy which discovered previously undetected errors and resulted in an audit adjustment of $8m
• Implemented "IFRS 9 – Financial Instruments" for subsidiary of London Stock Exchange-listed company to ensure compliance with International Financial Reporting Standards
• Advised multi-national company on $5m M&A transaction which resulted in the discovery of $0.8m of tax liability, maintained the clients stellar record of compliance and avoided significant fines
• Conducted comprehensive evaluation of internal control framework of $150m manufacturing company and provided recommendations which enabled the approval of a $52m revolving credit facility

• Reduced audit turnaround time by 20% by implementing real-time tracking of client deliverables, and led 10 different ~4-person financial audit teams across 4 countries and various industries including banking, fund management and agriculture
• Analyzed and recomputed deferred fees and commissions income for multinational micro-finance company resulting in restatement of prior period and deferred income balance of $642k, based on company's earnings profile

• Prepared and reviewed financial statements and disclosures; validated compliance of prominent commercial and industrial products and services companies, to author independent assessment reports required for annual financial oversight