Functional Skills

Market Research
Financial Modeling
Financial Planning & Analysis (FP&A)
Data Modeling
Data Visualization / Reports
Market Mapping
Strategy Development
Predictive Analytics
Business Analytics

Software Skills

Microsoft Excel
Quickbooks
Sage Intacct
Netsuite
Salesforce
Shopify
Microsoft PowerPoint
Google Sheets

Sector Experience

Consumer Goods
Financial Services
Retail
Technology
Travel & Hospitality

Experience

The Better Metrics (fka CF Hero) Finance
Founder & Principal
8/2019 - Present
I provide industry-leading FP&A Advisory for SaaS and eCommerce businesses to support more capital-efficient enterprise valuation growth.

Through my proven approach, my clients gain enhanced executive operating insights, more accurate financial forecasts, and more efficient investor reporting capabilities.
Okko Brand Start-Up
Founder & Co-CEO
8/2017 - 12/2019
Okko is a digitally native women's brand providing sustainable intimates apparel.
Level Equity Finance
Investor
7/2012 - 7/2017
Level Equity is an $850 million growth-oriented private equity firm focused on SaaS & technology-enabled companies.

- Led diligence processes on 11 completed investments (5 personally sourced opportunities); performed financial, market, and customer analysis through interactions with company executives, clients, and experts; managed teams of bankers, lawyers, account
- Worked directly with executive teams at 6 Level portfolio companies to support a 51% average revenue CAGR and 5 exit events