Functional Skills

Simulations
Business Development
Market Research
Benchmarking
Operational Due Diligence
Investor Relations
IT Asset Management
Good Manufacturing Practice (GMP)
Communications
Leadership Development
Commercial Due Diligence
Marketing Analytics
Systems Analysis
Operations Management

Software Skills

SQL
Microsoft Excel
Microsoft PowerPoint
Google Docs

Certifications

CAIAChartered Alternative Investment Analyst

Sector Experience

Financial Services
Manufacturing
Real Estate
Technology
Travel & Hospitality

Languages

English
Spanish
Big 4 Accounting
Top Consulting Firms

Experience

SBI GROWTH ADVISORY Management Consulting
Freelance Strategic Advisory
7/2024 - Present
• Provide revenue and sales analysis, proforma investment lever measurement, market research, expert interviews, and go to-market (GTM) assessment across several PE-led commercial due diligence projects with fintech and SaaS firms.
KPMG Management Consulting
Senior Associate
9/2021 - 3/2023
• Led 7+ commercial and operational due diligence projects for both private equity and strategic acquisition across technology, financial services, consumer retail, hospitality and leisure, and industrial manufacturing sectors.
• Developed strategic frameworks including risk assessment, revenue synergies, and benchmarking for fintech firms.
• Participated in firm's 'Private Equity Practicum' training and firm's One Americas initiative for LatAm-focused projects.
• Directed business development content and design of firm's green institutional real estate value creation strategy.
AIRBUS Corporate Strategy & Development
Strategy Consultant
11/2019 - 6/2020
• Prepared WTO tariff strategy and interactive war game simulations with senior leaders at Airbus Americas to enhance trade policy advocacy coalitions and manage trade regulation risk; resulting analysis delivered to executive leadership.
• Managed ad hoc research in response to rapidly changing COVID-19 pandemic for internal sales and senior leadership.
Dekel Holdings Finance
MBA Placement
5/2018 - 8/2018
• Modeled mixed use real estate re-development of UNESCO World Heritage Site properties in Panama, representing $50M+ of deployed capital and $100M+ of project value for firm's first institutional investor fundraise of $5M+.
International Finance Corporation, World Bank Group Product Management / Strategy
MBA Placement
5/2017 - 7/2017
• Researched green building financing market in Latin America; results published for World Green Building Council.
Oaktree Capital Management Finance
Analyst
10/2011 - 6/2016
• Created fundraising materials and presentations for capital fundraising campaigns, investor relations, and biannual global conferences for four closed-end real estate funds and six separate accounts totaling over $4.5B of committed capital.
• Analyzed and produced client-facing reporting and RFP materials with multiple teams for firm's Opportunistic Real Estate and Real Estate Debt private funds for 250+ institutional clients and 100+ prospects.
• Managed $1B+ Public-Private Investment Program (PPIP) reporting process for U.S. Treasury Department for 2+ years.
Arch Bay Capital Finance
Associate, Senior Analyst, and Analyst
9/2008 - 10/2011
• Developed proprietary database application with SQL back-end to manage financial operations for $500M+ worth of distressed mortgages and provide a continuous operational snapshot of $2.5B portfolio for senior management decisions.