LA-BASED EDTECH COMPANY (2021 – 2023)
A leading national educational company providing in person and online educational lessons and tutoring using proprietary technology and curriculum with $40M in annual revenues.
• Orchestrated strategic financial management, catapulting annual revenue from $4.3M to a $39.7M run rate in just 2 years, achieving 823.3% growth, surpassing industry averages for revenue acceleration.
• Successfully negotiated and managed an $8.0 million invoice financing facility. This slashed projected interest expenses by $2.0 million and strategically eliminated the necessity for equity dilution, ensuring optimized financial structure.
• Led the orchestration and management of high-value M&A processes with top-tier investment bank, negotiated fees and directed workstreams. Secured substantial Indications of Interest from top strategic buyers.
• Guided the Company through revenue fluctuations and working capital dynamics.
D.C.-BASED MEDICAL PRACTICE (2022 – Present)

• Transitioned the company's 80-location budget from Excel to Adaptive Planning software, significantly improving accuracy and efficiency.
• Spearheaded financial modeling and scenario analyses for facility expansions, securing approvals for five strategic site relocations and expansions.
• Designed and implemented a 13-week cash forecasting model, enhancing cash management and increasing team leverage by training the assistant controller on updates.
• Delivered the Monthly Reporting Package (MRP) in the fastest cycle in company history, providing actionable insights into financial, operational, and cash flow metrics.
• Earned recognition from the CEO and CAO for leading key components of the 2025 budget process and presentation, described as a "masterpiece of effort" and "an incredible contribution to ACES," and as the best budget process in the CAO's 10 years with the company.

• Crafted a comprehensive 60-page monthly reporting package, steering the company through complex private equity onboarding, integration, and management transition.
• Spearheaded the global Board reporting process post-private equity acquisition, managed cross-departmental data synthesis and provided mentorship to a French counterpart.
• Developed a synergy model aligned with EBITDA goals, actively monitoring Pro Forma savings to ensure multi-million-dollar EBITDA increases in line with the investment thesis.
• Formulated a detailed 3-year model and presentation encompassing quota budgets, bookings forecasts, and Pro Forma metrics.
• Reviewed onboarding materials with Thoma Bravo, gaining insights typically reserved for their CFOs.

• Played a pivotal role in all facets of private equity investments, from sourcing and evaluating opportunities to financial modeling and comprehensive due diligence.
• Spearheaded the sourcing and evaluation of over 135 deals, demonstrating adept relationship management and strategic vision in private equity investments; submitted 19 IOIs and 10 LOIs.
• Sourced deal to acquire $2.3 million EBITDA manufacturer of precision timing products, which achieved a 3.8x MOIC upon exit in 2023. Drove the successful acquisition, leading comprehensive analysis and strategy formulation for post-acquisition growt
• Sourced deal, substantially completed due diligence, and stewarded debt financing to acquire $7.5 million EBITDA manufacturer of precision components. Developed investment thesis based on the family office’s flexible funding.
• Marketed $6.8 million EBITDA portfolio company in the retail industry without intermediary - received 16.7% above-market IOI from international strategic acquirer.