Functional Skills
Operations Management
Integration Management (IMO)
Business Analysis
Business Operations
Corporate Finance
Financial Modeling
Growth Strategy
M&A Transaction Readiness
Post-Merger Integration
Hedge Accounting
Software Skills
Microsoft Office
Sector Experience
Business Services
Financial Services
Big 4 Accounting
Bulge Bracket Investment Banks
Top Consulting Firms
Experience
Deloitte
Management Consulting
Summer Associate
5/2022 - 8/2022
• Coordinated sign-to-close integration planning of a $900 million acquisition for 20 functional areas, led Day 1 Readiness Session to ensure a seamless transition on closing day
• Headed Transaction Service Agreement ("TSA") workstream and stood up process to roadmap and track exits for 50 TSAs
• Prepared and presented materials for client executives including weekly Steering Committee Meetings, All Hands Meetings, and status reports to the client CEO
• Headed Transaction Service Agreement ("TSA") workstream and stood up process to roadmap and track exits for 50 TSAs
• Prepared and presented materials for client executives including weekly Steering Committee Meetings, All Hands Meetings, and status reports to the client CEO
Altum Capital Management
Finance
Operations and Finance Associate
1/2016 - 1/2021
• Collaborated with CFO/COO to efficiently scale operations from a $600 million fund to a $1 billion fund by automating and adapting processes to accommodate an increased operational burden without increasing headcount
• Automated reports and reconciliations to increase efficiency and reduce errors, saving a total of 4 hours of work per day
• Created and implemented a system to automatically track and log intraday price changes and commentary for all investments which saved an hour of daily data entry and improved data quality for trading team
• Headed critical and time sensitive project to adapt fund operations for new investor share class, mitigating investor redemptions related to COVID-19, and allowing the fund to retain $120 million of AUM
• Designed new process to run financial operations and valuation of new debt product totaling $25 million in value, presented process to COO and CEO, and rolled process out across firm for similar projects
• Initiated project to convert phy
• Automated reports and reconciliations to increase efficiency and reduce errors, saving a total of 4 hours of work per day
• Created and implemented a system to automatically track and log intraday price changes and commentary for all investments which saved an hour of daily data entry and improved data quality for trading team
• Headed critical and time sensitive project to adapt fund operations for new investor share class, mitigating investor redemptions related to COVID-19, and allowing the fund to retain $120 million of AUM
• Designed new process to run financial operations and valuation of new debt product totaling $25 million in value, presented process to COO and CEO, and rolled process out across firm for similar projects
• Initiated project to convert phy
UBS
Finance
Associate Director, Foreign Exchange ("FX") Trade Capture
1/2012 - 1/2016
• Identified opportunity to streamline account opening process from previous job as Account Manager, implemented changes and reduced account opening time by 50%
• Created "Allocation Tool" in Excel to automatically retrieve account codes for allocating trades, eliminating manual entry errors, and decreasing booking time by 50%
• Supported Sales & Trading teams by tracking open client positions, executing, and allocating trade orders, and monitoring P&L for all currencies to ensure positions were properly hedged; daily trade volume exceeded $1billion and 150 trades
● Graduate Training Program - Operations Client Account Manager (2012 – 2014)
• Managed relationship with high priority clients by resolving operational inquiries and using client feedback to find and prioritize areas of improvement within the trade lifecycle
• Prepared and presented materials to clients outlining regulatory changes and key operational performance metrics
• Organized Dodd Frank "go live" and trained the
• Created "Allocation Tool" in Excel to automatically retrieve account codes for allocating trades, eliminating manual entry errors, and decreasing booking time by 50%
• Supported Sales & Trading teams by tracking open client positions, executing, and allocating trade orders, and monitoring P&L for all currencies to ensure positions were properly hedged; daily trade volume exceeded $1billion and 150 trades
● Graduate Training Program - Operations Client Account Manager (2012 – 2014)
• Managed relationship with high priority clients by resolving operational inquiries and using client feedback to find and prioritize areas of improvement within the trade lifecycle
• Prepared and presented materials to clients outlining regulatory changes and key operational performance metrics
• Organized Dodd Frank "go live" and trained the