Sector Experience

Healthcare
Retail
Technology
7
years

Years of Experience

1/19

Member Since

Bulge Bracket Investment Banks
Fortune 500

Experience

 
Capsule Pharamcy Start-Up
Direct, Sales Operations
01/2018 - 06/2018
- Develop the Sales pipeline process
- Restructuring Sales Org
- Cohort, CAC, LTV, breakeven analyses
- Budget setting and financial modeling
- Compensation modelling
- Operations process improvement
- SQL
Zocdoc Start-Up
Senior Associate, SalesOps & Strategy
06/2017 - 12/2017
- Restructuring Sales Org
- Developed analytics tools for Sales leaders
- Cohort analysis
- Compensation processing and modelling
- SQL
Acquis Consulting Management Consulting
Senior Associate
03/2016 - 05/2017
- Worked with Solidea, Acquis's dedicated consulting arm for startups
- Financial modeling
- Product / MVP development
- Stakeholder analysis
Lincoln International Finance
Associate, M&A
07/2014 - 05/2015
- Acted as quarterback in sell-side and buy-side processes ranging from $50mm to $500mm in valuation
- Financial modeling, including DCF, comps, acretion / dilution, and sum of parts
- Development of CIMs and CIPs from scratch
- Facilitation of stakeholder meetings
Bank of America Finance
Summer Associate
06/2013 - 08/2013
Mergers & Acquisitions group
The Chartis Group Management Consulting
Associate Consultant / Analyst
07/2008 - 05/2012
- Highly analytical role focused on healthcare advisory
- Worked with leadership (C-suite) and boards to develop the following
i. Joint ventures
ii. Strategic alignments
iii. 5-year visions
iv. Operational models to cost cut