• Provide bespoke advisory and implementation services to support M&A activities and finance operations.
• Evaluate acquisition targets; interview C-level team; assess business drivers, risks and potential deal breakers on behalf of private equity investors and corporate acquirers.
• Assist owners prepare their companies for sale; consolidate or construct carved-out financial results, refine projections, narrate results, and address buy-side diligence questions.
• Help startup founders and executive teams quantify and visualize their company's strengths, weaknesses, and growth opportunities. Recommend steps to improve cash flow and profitability; streamline systems and processes.

• Part of the Corporate Development team that sourced, analyzed, and negotiated acquisitions and partnerships with best-selling e-commerce brands and entrepreneurs.
• Evaluated deals as a member of the firm's Investment Committee, comprised of executives and VC investors.
• Owned the cross-functional acquisition due diligence process, comprising of commercial, financial, legal & compliance, marketing, supply chain, IT, marketplace account health, and HR, as applicable.
• Developed the in-house financial due diligence process, formerly outsourced, and oversaw the post-merger financial & fintech integration of brands into the platform, established SOPs and project management workflows.
• Lead diligence on an average of 2 deals per month; achieved ~10% upfront cash savings through due diligence and led cross-departmental collaboration and automation, resulting in a ~50% reduction in deals' time to close.
• Liaised with Finance to automate the monthly close process, reducing time and

• Provide buy- and sell-side M&A financial due diligence services for private equity and strategic transactions across various industries, including consumer & retail, manufacturing & distribution, business services, technology & media, financial services, healthcare, energy, and real estate.
• Advised on domestic and cross-border acquisitions, divestitures, auctions, carve-outs, and financings of private and public global companies, ranging from $50m to $1B in value.
• Advise clients on quality of earnings and working capital considerations; identify commitments and debt-like obligations; advise on purchase & sales agreements; address diligence questions from buyers and their providers.
• Project managed and cultivated relationships with clients, transaction stakeholders, bankers and other advisors.
• Selected, lead, developed, evaluated, and mentored analysts, associates, and VPs; conducted global trainings.

Advisory Board Member
• Advised on management reporting, financial projections, liquidity and cash flow management.
• Prepared budgets and monthly financial reporting package for management, the Board, and external investors.

• Provided M&A financial due diligence services to private equity firms, lenders and strategic corporate acquirers.
• Identified, quantified and documented adjustments related to GAAP/IFRS and one-time cash flow events.

• Lead audit, review, and compilation engagements and provided accounting services to companies in the financial services, real estate, business services, retail, and health services industries.
• Provided federal and state tax planning and compliance services to corporations and partnerships.

• Financial Analyst ): FP&A, budgeting & forecasting, and support on new business pitches and RFPs.
• Staff Accountant ): Month-end/year-end close, SOX compliance, internal controls documentation.