Functional Skills

M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)

Software Skills

Quickbooks
Salesforce
Google Sheets
Microsoft Excel
Microsoft PowerPoint
Outlook

Sector Experience

Manufacturing
Business Services
Aerospace & Defense
Consumer Goods
Industrials
8
hours

Avg Response Time

2
jobs

Jobs Completed

100
hours

Total Hours Logged

10
years

Years of Experience


Experience

 
VendorTerm Finance
CFO
10/2019 - Present
VendorTerm is an early-stage alternative financing firm, focused primarily on invoice factoring for the startup community. I serve as CFO where I lead all underwriting efforts and internal reporting and budgeting.

Capital Partners Finance
Sr. Associate
07/2018 - 08/2019
Perform business due diligence across multiple functions on new potential investments. Ares of diligence include: financial, market, environmental, legal (e.g. contracts, etc.), HR & benefits. Assist C-level executives with general strategic advice, special projects, and financial support.

American Industrial Partners Finance
Associate
06/2014 - 06/2016
Perform business due diligence across multiple functions on new potential investments. Ares of diligence include: financial, market, environmental, legal (e.g. contracts, etc.), HR & benefits. Assist C-level executives with general strategic advice, special projects, and financial support.

Houlihan Lokey Finance
Analyst
07/2012 - 06/2014
Financial analyst within the restructuring group at HL. Performed quantitative and qualitative analysis on both debtor and creditor side engagements. Worked on multi-billion dollar deals, and, specifically on creditor engagements, worked with highly regarded credit investment firms.