Built two separate business concepts:

1) LCS – a lifestyle brand built around the under-recognized category of shoelaces, achieving $60k in sales in 2018 (www.yourlcs.com)

2) Tenere – a sustainability-first, premium activewear brand with a holistic approach to sustainability & a deep commitment to radical-transparency (www.tenere.eco)

Performed several paid mock interviews, mentorship calls, and resume reviews

Prepared three-statement financial and operating projection model for Series A financing and assisted in the preparation of presentation to investors

Evaluated new investment opportunities across multiple sectors and monitored portfolio company performance, including the development of investment theses, building valuation models, technical and financial analyses, conducting industry and company-specific research, performing detailed due diligence and drafting investment memorandums and presentations

Team Lead on Acquisition Process and Equity/Debt Fundraise

Worked directly with ffVC Managing Partner, company CEO, VP of Finance and Investment Banker

Reported to CFO; worked directly with CEO, CFO, VP of Operations, VP of Sales & Marketing on sale of the company; prepared several analyses around historical and projected financial information, top customers and churn, inudstry research and acquisitions

Executed and completed fourteen lead left transactions including leveraged buyout financing , M&A financing, recapitalization financing, and debt refinancing across the consumer products, retail, industrials, technology,/business services and healthcare sectors
Extensive modeling experience valuing public and private corporations using leveraged buyout, accretion/dilution, discounted cash flow and comparable precedent transaction analyses
Participate in all phases of transaction process

Prepared reconciliation of pending trades accounts to multiple back-office subledgers to maintain the integrity of the general ledger; recorded entries to resolve incorrect balances and enhanced controls to substantiate the Balance Sheet

Implemented streamlined financial reporting system for Real Estate Tax client with over 200 entities to align with Form 1065 preparation; prepared Consolidated Financial Statements for entities with Tenants in Common

Performed substantive and analytical audit testing procedures for nonprofit organizations and pension/403b clients