Functional Skills

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

Software Skills

Tableau
Microsoft Excel
Microsoft Office
PowerBI

Certifications

CAMSCertified Anti-Money Laundering Specialist
CFECertified Fraud Examiner

Sector Experience

Energy
Financial Services
Healthcare
Manufacturing
Real Estate
Big 4 Accounting
Top Consulting Firms

Experience

Obsidian Financial Forensic Services Management Consulting
Independent Consultancy
6/2019 - Present
Consultant | FounderConsult clients on financial and accounting activities, including banking legislation, institutional systems and securities.

• Performed financial due diligence of various companies involved in mergers and acquisitions by contributing to transaction advisory engagements, turnarounds, and carve-outs, liaising with senior executives of target organizations, identifying operational and financial trends and collating detailed advisory reports to address key issues encountered

Ernst & Young (EY) Management Consulting
Financial Carve-Out Consultant
9/2021 - 2/2022
(Contract under Obsidian Financial Forensic Services)

o Contracted as subject matter expert in managing financial due diligence engagements on divestitures, including carve-outs, spins, and full-enterprise sales for private investor groups and corporate buyers.
o Partnered with stakeholders to drive positive corporate change and offered guidance on SEC filings and restructuring implications.
o Gauged financial results for businesses through working capital analytics.
o Mitigated complexities in organizational activities and reduced closure time to maximize value in a carve-out.
o Reviewed all factors related to purchase price developing a negotiation strategy and defined benchmark for deal structuring or termination.

PricewaterhouseCoopers (PwC) Management Consulting
Financial Due Diligence Consultant
5/2021 - 9/2021
(Contract under Obsidian Financial Forensic Services)

Contracted to deliver guidance for high-end clientele in planning and executing acquisitions, divestitures, joint ventures, and structured investments.
o Participated in due diligence engagements for complex transactions while defining objectives for investigative analysis and coordinating with senior executives and finance teams to organize financial variables.
o Analyzed and synthesized client’s data to identify historical operating trends, quality of earnings, and potential liabilities and risks.
o Derived acute insights to design tailored transaction advisory reports and devise beneficial financial strategies.
o Prepared analyses of historical and pro forma financial information to assess trends and fluctuations potentially impacting cash flow requirements and deal valuation.

BDO USA Accounting
Forensic Accountant
5/2019 - 2/2020
Conducted detailed financial investigations, focusing on the intricacies of construction and distribution sectors, ensuring meticulous adherence to industry standards and best practices.
• Identified and addressed financial discrepancies, leading to the recovery of significant funds, by employing advanced data analytics to analyze inconsistencies in financial records and transaction histories.
• Leveraged advanced analytical tools for real-time analysis of complex financial data, enhancing the accuracy and depth of due diligence processes tailored to the construction and distribution industries.
• Worked closely with legal and financial teams to ensure compliance with industry-specific regulations, analyzing transaction patterns and financial records for potential risks.
• Conducted due diligence for major acquisitions in the construction and distribution sectors, ensuring a thorough evaluation of financial health, potential liabilities, and overall viability.

Accenture Management Consulting
Management Consultant
3/2017 - 4/2019
Provided strategic consulting services tailored to the construction and distribution sectors, focusing on operational efficiencies, process improvements, and business strategy.
• Analyzed and optimized operational workflows, identifying key areas for enhancement that led to streamlined processes and increased project efficiency in construction and distribution projects.
• Advised on best practices for supply chain management, ensuring timely delivery of materials and optimizing distribution channels for construction materials and products.
• Collaborated with cross-functional teams to design and implement business strategies that addressed industry-specific challenges and capitalized on market opportunities.
• Conducted in-depth market research and competitor analysis, providing actionable insights to clients in the construction and distribution sectors, ensuring they remained competitive and ahead of industry trends.