Functional Skills

M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)

Software Skills

Quickbooks
Salesforce
Google Sheets
Microsoft Excel
Microsoft PowerPoint
Outlook

Sector Experience

Aerospace & Defense
Business Services
Consumer Goods
Industrials
Manufacturing

Experience

VendorTerm Finance
CFO
10/2019 - Present
VendorTerm is an early-stage alternative financing firm, focused primarily on invoice factoring for the startup community. I serve as CFO where I lead all underwriting efforts and internal reporting and budgeting.
Capital Partners Finance
Sr. Associate
7/2018 - 8/2019
Perform business due diligence across multiple functions on new potential investments. Ares of diligence include: financial, market, environmental, legal (e.g. contracts, etc.), HR & benefits. Assist C-level executives with general strategic advice, special projects, and financial support.
American Industrial Partners Finance
Associate
6/2014 - 6/2016
Perform business due diligence across multiple functions on new potential investments. Ares of diligence include: financial, market, environmental, legal (e.g. contracts, etc.), HR & benefits. Assist C-level executives with general strategic advice, special projects, and financial support.
Houlihan Lokey Finance
Analyst
7/2012 - 6/2014
Financial analyst within the restructuring group at HL. Performed quantitative and qualitative analysis on both debtor and creditor side engagements. Worked on multi-billion dollar deals, and, specifically on creditor engagements, worked with highly regarded credit investment firms.