Analyze investment opportunities by providing financial and operational due diligence. Act as a CFO to newly acquired companies in the transitional period.

Results-oriented finance professional with over 10 years of experience in identifying investment opportunities as well as growing strategically, financially and operationally existing portfolio companies in industries such as Alternative Energy, Health Care, Insurance, Technology and Media.
CORE STRENGTHS & SKILLS - Financial & Operational Due Diligence, Financial Modeling, Financial Statements preparation and analysis, Building models in Excel with Pivot Tables and Vlookups, Strategy.

Prepared and analyzed semiannual Financial Statements for clients, which included portfolio performance review, income generation reports, spending budgets, and cash flow projections.
Coordinated with outside consultants to manage the estate, gift, and income tax planning for various trusts, and investments owned by clients.