Functional Skills

Accounting
Investor Relations
Customer Relationship Management
Digital Transformation
Corporate Finance
Budgeting
Scenario Planning
Variance Analysis
Business Intelligence
Financial Modeling
Finance Transformation
SQL Analysis
Operations Management
Leadership Development
Commercial Due Diligence

Software Skills

Salesforce
Microsoft Excel
SQL
Python
SAP CRM
PowerBI
Netsuite

Certifications

FMVAFinancial Modeling and Valuation Analyst

Sector Experience

Business Services
Consumer Goods
Financial Services
Media & Entertainment
Technology

Experience

FRACTIONAL CFO & Start-Up
VP of Finance Consultant
1/2022 - Present
• Provide financial modeling and investor-ready pitch decks for startups seeking VC funding.
• Offer VC readiness assessments, ensuring companies align with investor expectations.
• Conduct VC scouting services, identifying potential investors and strategic funding opportunities.

NBCUniversal Finance
Sr. Manager, Finance & Operations (Contract
5/2024 - 1/2025
• Worked directly with VP-level senior executives to lead global finance operations for $200M+ in licensing revenue across multiple regions.
• Recovered $15M+ in outstanding payments by improving collections strategy and dispute resolution processes.
• Optimized cash flow forecasting and working capital management, reducing aged invoices by 35% in 6 months.
• Automated financial reporting and collections workflows, saving 30+ monthly hours in manual efforts.

DLC Consulting Management Consulting
Strategic Finance & FP&A Consultant
7/2022 - 11/2023
• Worked closely with VP-level executives at PE-backed firms to optimize financial planning and investor reporting.
• Designed scalable FP&A frameworks, increasing forecasting accuracy by 15%.
• Built KPI-driven analytics dashboards in Tableau & Power BI, enabling data-driven decision-making for leadership.
• Automated financial reporting and forecasting models using Python & SQL, reducing analysis time by 75%.

Concordia Studio Start-Up
Corporate Finance & FP&A Manager
10/2021 - 4/2022
• Collaborated directly with CEOs, Founders, and board members to lead finance strategy & budgeting for a VC-backed media company.
• Optimized unit economics and pricing models, increasing EBITDA margins by 8%.
• Developed investor-ready financial models and scenario planning, improving strategic visibility by 20%.
• Streamlined financial reporting workflows, reducing manual reporting by 40+ hours per month.

Endeavor / WME / IMG Finance
Senior Financial Analyst
7/2019 - 10/2021
• Supervised 9 finance professionals across US and India and drove strategic financial analysis at a $16.9B entertainment conglomerate, supporting IPO readiness and corporate finance initiatives.
• Managed intercompany transactions with Endeavor China, ensuring accurate foreign exchange (FX) rate applications & compliance with transfer pricing policies.
• Optimized capital allocation by resolving $50K+ in budget and YoY variance analyses monthly, ensuring $20M+ investment accuracy for M&A initiatives.
• Automated month-end closing processes, increasing reporting accuracy by 50% and reducing manual labor hours.
• Developed ASC 606/842-compliant financial models, ensuring revenue recognition and lease accounting compliance.

Dick Clark Productions Finance
Senior Financial Analyst
7/2018 - 7/2019
• Designed and implemented new forecasting models, reducing budgeting and financial reporting time by 80%.
• Developed quarterly loan securitization analyses & executive decks, optimizing cash flow planning for a $1B production portfolio.
• Partnered with senior executives, ensuring FP&A insights influenced major production investments.

Regent LP Finance
Corporate Finance Lead
4/2017 - 7/2018
• Implemented NetSuite ERP & Salesforce CRM automation. Enhancing real-time financial reporting and cost control across retail operations.
• Optimized franchise financial models, improving profitability, pricing strategy, and expense allocation for salon locations.
• Conducted investment due diligence for strategic acquisitions and cost-reduction initiatives with consumer retail services.

SDS CAPITAL Finance
Financial Analyst → Controller
9/2015 - 4/2017
- Managed financial due diligence & modeling for a $1B NMTC & private investment portfolio, evaluating market trends, capital allocation, and risk exposure to support investor decision-making.

Red Bull Finance
Corporate Finance & Accounting Analyst
8/2010 - 8/2015
Led financial reporting automation, budgeting and treasury operations, saving $2M annually, reducing reporting errors by 30%, and improving cost efficiencies.