• Fractional CFO to 8 high-growth consumer startups ($5M–$150M revenue), including Algae Cooking Club, Highland, Pop Up Grocer and Pavoi, advising founders, boards, and venture studios on financial management, planning, fund
raising, and process improvement
• Implemented annual planning process and 3–5-year plans for 5 clients, leveraging zero-base budgeting to drive 10- 15% reductions in opex leading to extended cash runways and higher operating leverage, while optimizing capital allocation across channels and SKUs
• Built and maintained dynamic 3-statement operating models to inform strategic planning, scenario analysis and
capital allocation
• Led analysis and financial strategy on new product and channel launches, including a ~1,000 sq ft jewelry store, a 20- store retail expansion, and multiple product rollouts, defining capital needs, financing, margins, inventory, headcount, and productivity metrics
• Partnered with leadership to align demand forecasts, production cycles,

• Partnered with business units to shape M&A strategy, driving sourcing, build-vs.-buy decisions, pipeline development, and execution of two $100M+ deals in digital/analytics and operations
• Directed strategic finance for the $500M acquisition portfolio, overseeing monthly performance reviews and guiding managing partners in strategic and steering discussions
• Led the global pricing team's insights initiative, delivering data-driven recommendations, setting arrangement guardrails, and implementing pricing mechanisms to optimize firm profitability
• Managed two cross-functional teams (4-6 indirect reports) across Finance, Controllership, Pricing, and Technology to execute the strategic finance and pricing functions, while overseeing a broader 40–60-person diligence team during acquisition execution
• Led the semi-annual portfolio review for the Board of Directors and Finance Committee, and quarterly Integration Committee meetings, delivering performance insights and actionable rec

Associate – Consumer & Retail / Generalist Investment Banking Jul 2018 – Dec 2020
• Strategic advisor to consumer and retail companies, with a track record of effectively leading teams, managing complex processes, creating CEO/CFO presentations for investors and boards, analyzing strategic alternatives and
presenting financial recommendations to senior management
• Significant experience building operating and valuation models for traditional CPG and digitally native consumer brands
• Mentored 6+ junior bankers on modeling, communication, and career development, with recurring quarterly meetings
• Led process optimization projects to streamline / automate workstreams with a 3-person outsourced team in India
Selected Mandates and Transactions:
• Special Committee of Barnes & Noble's Board of Directors on its $683M sale to Elliot Management
• Campbell on the $101
● sale of its organic baby food business, Plum Organics, to Sun-Maid Growers
• Suja, a leading high-growth cold-pres

• Formulated and executed a data-driven turnaround strategy, tripling growth within 18 months, leading to the exit of a direct competitor from the online classifieds market
• Oversaw a $15M marketing budget, forecasting and optimizing marketing ROI, achieving a 50% reduction in offline user acquisition cost by transforming the TV campaign strategy
• Led monetization strategy and pricing framework in Argentina, while also heading the customer and competitive insights team

• Managed $30M Latin America CapEx budget, including leading Investment Committee meetings and oversight of
capital allocation, business case development and approval
• Led financial planning & analysis for regional Intellectual Property & Science (IP&S) business unit ($12M in revenue), working directly with regional CEO

M&A, ECM and DCM coverage for Latam (ex-Brazil and Mexico)