Associate

• Jun 2022 - Oct 2023

𝐂𝐄𝐎 & 𝐂𝐅𝐎 𝐟𝐨𝐫 $𝐗𝐦𝐦 𝐭𝐢𝐥𝐞 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝟏𝟕 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬. 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥𝐥𝐲 𝐞𝐱𝐞𝐜𝐮𝐭𝐞𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐭𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝 𝐢𝐧 𝟏𝟎 𝐦𝐨𝐧𝐭𝐡𝐬. - Achieved 2.4x sales growth, 2x revenue growth and 133% improvement in year-over-year (“YoY”) net income - Improved business cashflow from -$X/month to $Y/month by establishing consistent payable and receivable processes, implementing real-time order progress tracking… Show more 𝐂𝐄𝐎 & 𝐂𝐅𝐎 𝐟𝐨𝐫 $𝐗𝐦𝐦 𝐭𝐢𝐥𝐞 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝟏𝟕 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬. 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥𝐥𝐲 𝐞𝐱𝐞𝐜𝐮𝐭𝐞𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐭𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝 𝐢𝐧 𝟏𝟎 𝐦𝐨𝐧𝐭𝐡𝐬. - Achieved 2.4x sales growth, 2x revenue growth and 133% improvement in year-over-year (“YoY”) net income - Improved business cashflow from -$X/month to $Y/month by establishing consistent payable and receivable processes, implementing real-time order progress tracking, and obtaining vendor terms through reparation of key supplier relationships - Defined and delivered a 100-day plan including implementation of a new enterprise-resource-planning (“ERP”) system and e-commerce site, producing accurate financial/sales/manufacturing reporting and introducing a new go-to-market channel. 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 - Led sell-side diligence for two strategic buyers including development of the business’s financial package, diligence data room and pro-forma investment model. Negotiated valuation with prospect executives and received a $Xmm letter of intent (“LOI”). - Developed and managed the 13-week cash flow forecast for two portfolio companies and reviewed weekly with equity owner 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 - Performed full investment analysis, diligence, planning, and design of 100-pad RV park development opportunity. Underwrote deal for a $4mm cash-on-cash return and 31% internal rate of return (“IRR”) over 4-year investment horizon. - Assessed deal financing options and managed marketing process, ultimately receiving a $Xmm LOI from commercial developer - Hired engineering group and land use attorney to perform initial design and diligence on park development. Executed full entitlement work with land use attorney, local county authority, and local utility providers. Show less 𝐂𝐄𝐎 & 𝐂𝐅𝐎 𝐟𝐨𝐫 $𝐗𝐦𝐦 𝐭𝐢𝐥𝐞 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝟏𝟕 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬. 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥𝐥𝐲 𝐞𝐱𝐞𝐜𝐮𝐭𝐞𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐭𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝 𝐢𝐧 𝟏𝟎 𝐦𝐨𝐧𝐭𝐡𝐬. - Achieved 2.4x sales growth, 2x revenue growth and 133% improvement in year-over-year (“YoY”) net income - Improved business cashflow from -$X/month to $Y/month by establishing consistent payable and receivable processes, implementing real-time order progress tracking… Show more 𝐂𝐄𝐎 & 𝐂𝐅𝐎 𝐟𝐨𝐫 $𝐗𝐦𝐦 𝐭𝐢𝐥𝐞 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝟏𝟕 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬. 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥𝐥𝐲 𝐞𝐱𝐞𝐜𝐮𝐭𝐞𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐭𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝 𝐢𝐧 𝟏𝟎 𝐦𝐨𝐧𝐭𝐡𝐬. - Achieved 2.4x sales growth, 2x revenue growth and 133% improvement in year-over-year (“YoY”) net income - Improved business cashflow from -$X/month to $Y/month by establishing consistent payable and receivable processes, implementing real-time order progress tracking, and obtaining vendor terms through reparation of key supplier relationships - Defined and delivered a 100-day plan including implementation of a new enterprise-resource-planning (“ERP”) system and e-commerce site, producing accurate financial/sales/manufacturing reporting and introducing a new go-to-market channel. 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 - Led sell-side diligence for two strategic buyers including development of the business’s financial package, diligence data room and pro-forma investment model. Negotiated valuation with prospect executives and received a $Xmm letter of intent (“LOI”). - Developed and managed the 13-week cash flow forecast for two portfolio companies and reviewed weekly with equity owner 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 - Performed full investment analysis, diligence, planning, and design of 100-pad RV park development opportunity. Underwrote deal for a $4mm cash-on-cash return and 31% internal rate of return (“IRR”) over 4-year investment horizon. - Assessed deal financing options and managed marketing process, ultimately receiving a $Xmm LOI from commercial developer - Hired engineering group and land use attorney to perform initial design and diligence on park development. Executed full entitlement work with land use attorney, local county authority, and local utility providers. Show less

Manager

• Apr 2021 - Jun 2022

𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 𝐥𝐞𝐚𝐝 𝐨𝐧 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐟𝐨𝐫 $𝟖𝟎𝐛 𝐩𝐮𝐛𝐥𝐢𝐜 𝐝𝐚𝐭𝐚 𝐰𝐚𝐫𝐞𝐡𝐨𝐮𝐬𝐢𝐧𝐠 𝐦𝐚𝐫𝐤𝐞𝐭 𝐥𝐞𝐚𝐝𝐞𝐫 - Built accounting models for 42 performance obligation scenarios and presented to chief accounting officer, leading to product development and automated revenue recognition for $1b of revenue 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐨𝐧 𝐥𝐞𝐚𝐝-𝐭𝐨-𝐜𝐚𝐬𝐡 “𝐫𝐨𝐥𝐥-𝐮𝐩” 𝐨𝐟 𝐟𝐨𝐮𝐫… Show more 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 𝐥𝐞𝐚𝐝 𝐨𝐧 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐟𝐨𝐫 $𝟖𝟎𝐛 𝐩𝐮𝐛𝐥𝐢𝐜 𝐝𝐚𝐭𝐚 𝐰𝐚𝐫𝐞𝐡𝐨𝐮𝐬𝐢𝐧𝐠 𝐦𝐚𝐫𝐤𝐞𝐭 𝐥𝐞𝐚𝐝𝐞𝐫 - Built accounting models for 42 performance obligation scenarios and presented to chief accounting officer, leading to product development and automated revenue recognition for $1b of revenue 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐨𝐧 𝐥𝐞𝐚𝐝-𝐭𝐨-𝐜𝐚𝐬𝐡 “𝐫𝐨𝐥𝐥-𝐮𝐩” 𝐨𝐟 𝐟𝐨𝐮𝐫 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 (“𝐏𝐄”) 𝐨𝐰𝐧𝐞𝐝 𝐝𝐚𝐭𝐚 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 - Led finance team through system and process integration. Consolidated reporting and forecasting capabilities from three systems into one, introduced driver and trend-based modeling, and simplified the combined reporting structure by 20%. - Supervised team of seven consultants over the course of the project, receiving an ‘exceptional’ year-end performance review and highly favorable feedback in 10 of 10 leadership evaluation areas

Senior Consultant

• Apr 2019 - Apr 2021

- Managed business and accounting teams on an international expansion strategy, inventory management, and intercompany accounting project for public tele-dentistry pioneer - Delivered reporting structure and accounts payable process redesign at $2b venture backed micro-mobility company

Consultant

• Mar 2017 - Apr 2019

- Consulted on enterprise architecture transformation team for $2b family-owned automotive parts/service retailer. Project delivery facilitated $3b sale to PE firm within one year of completion.

Consultant

• Mar 2015 - Mar 2017

- Performed digital strategy assessment for private quick-service restaurant chain, leading to $2mm mobile app development - Performed digital strategy assessment for private quick-service restaurant chain, leading to $2mm mobile app development

Business Analyst Intern

• Jun 2014 - Aug 2014