Functional Skills
Software Skills
Certifications
Sector Experience
Experience
• Offer VC readiness assessments, ensuring companies align with investor expectations.
• Conduct VC scouting services, identifying potential investors and strategic funding opportunities.
• 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.
• 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%.
• 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.
• 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.
• 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.
• 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.