Functional Skills
M&A Support
Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
General Catalyst
Finance
Investor
6/2018 - Present
Top tier venture capital firm.
Experience with deal sourcing, due diligence, and financial modeling.
Experience with deal sourcing, due diligence, and financial modeling.
General Catalyst Partners
Finance
Summer Investment Associate
6/2017 - 8/2017
Summer investment associate at this top tier venture capital firm.
Experience with deal sourcing, due diligence, valuation, and financial modeling for portfolio companies.
Experience with deal sourcing, due diligence, valuation, and financial modeling for portfolio companies.
Echo360
Corporate Strategy & Development
Corporate Development Manager
5/2014 - 7/2016
• Manage all financial modeling and strategic analysis at Echo360, an education technology company
• Direct report to the COO/CFO and provide strategic support to the executive team
• Supported due diligence for 2 rounds of fundraising, culminating in $18M in investments
• Direct report to the COO/CFO and provide strategic support to the executive team
• Supported due diligence for 2 rounds of fundraising, culminating in $18M in investments
Deloitte
Management Consulting
Business Analyst
7/2012 - 5/2014
Rotational management consulting program, advising fortune 500 countries across a variety of industries and strategic priorities.
Experience includes:
• Managed a client team at a $20B international utility to complete a US company-wide payroll review and avoid a material weakness
• Created a model to forecast corporate SG&A costs for a large consumer products company and bill $100M annual costs to sub-divisions
• Identified $40M of annual cost savings for a $5B power company via financia
Experience includes:
• Managed a client team at a $20B international utility to complete a US company-wide payroll review and avoid a material weakness
• Created a model to forecast corporate SG&A costs for a large consumer products company and bill $100M annual costs to sub-divisions
• Identified $40M of annual cost savings for a $5B power company via financia
Morgan Stanley
Finance
Summer Analyst
4/2011 - 7/2011
• Fixed income derivatives group summer analyst
• Structured and priced interest rate derivatives to hedge $100M-$2B of debt for corporations
• Developed client relationships to source and present new hedging opportunities and provide market updates
Received a full-time offer but decided to pursue consulting instead to gain strategy & operations experience.
• Structured and priced interest rate derivatives to hedge $100M-$2B of debt for corporations
• Developed client relationships to source and present new hedging opportunities and provide market updates
Received a full-time offer but decided to pursue consulting instead to gain strategy & operations experience.