Experience

CLEAResult Consulting, Inc.

• United States
• Utilities
• 1 - 100 Employee

• Director

  • Jul 2023 - Present



Marqeta

• United States
• Financial Services
• 700 & Above Employee

• Senior FP&A Manager

  • Jan 2023 - Aug 2023

• Financial Planning Manager

  • Jul 2022 - Aug 2023

  Oakland, California, United States

• Lead Financial Analyst

  • Aug 2020 - Jul 2022

  Oakland, California, United States - Built financial model for the IPO and owned the process of incorporating new data inputs, collaborating with the opex team on profitability targets, and worked with Chief Financial Officer to craft narratives for the public market - Led cross-team workstreams across Accounting, Strategic Finance, and Product Management to present to the Executive Team our international market budgets and inform the company’s go-to-market strategy - Formalized the reporting and forecasting processes… Show more - Built financial model for the IPO and owned the process of incorporating new data inputs, collaborating with the opex team on profitability targets, and worked with Chief Financial Officer to craft narratives for the public market - Led cross-team workstreams across Accounting, Strategic Finance, and Product Management to present to the Executive Team our international market budgets and inform the company’s go-to-market strategy - Formalized the reporting and forecasting processes for the company’s European market, including leading monthly presentations on customer performance to budget and revised forecast - Combined use of SQL, Looker and Planful tools to identify unexpected customer performance vs. budget, create revised forecasting and construct new customer financial models - Analyzed proposed customer deal pricing and led communications with Sales team and Legal to adjust contracts for market positioning and strategic pricing - Collaborated with Product Management to convert long term financial model for use of transaction projections of expected volume capacity



Cowen Inc.

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 2019 - Aug 2020

  San Francisco, California • Has experience working with Series A - D and public tech companies • Works directly with client company’s executive leadership team, including the CFO, on core customer metrics (ex: CAC, LTV, and retention) • Transactions include: ~$100mm private capital raise for SaaS Customer Experience Platform (In process)



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Investment Banking Associate - Industrials Industry Coverage

  • Jan 2018 - Jun 2018

  New York, New York

• Analyst - Industrials Industry Coverage

  • Jul 2015 - Dec 2017

  New York • Selected as the sole analyst to handle all account activity for Tesla, Inc. and General Motors • Transactions include: - Left lead sell-side advisor on $2.1bn transaction of a utility locating services company - Joint bookrunner on $2.3bn equity offering for Tesla - Sole buy-side advisor to product engineering company in $2.85bn transaction



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2014 - Aug 2014

  New York, New York



Smith College Investment Club

• Head of Consumer and Retail Sector

  • Sep 2013 - Jun 2014

  • Lead team of analysts in monitoring our nearly $160,000 portfolio and researching potential stock to add to our sector • Prepare and present the buy and sell proposals to the rest of investment club



Executive Monetary Management

• Intern

  • May 2013 - Aug 2013

  Greater New York City Area • Participated in meetings with potential and current fund managers, as EMM managed $2.7 billion in assets. • Analyzed exposure reports from hedge funds and created excel spreadsheets based on reports. • Constructed and presented final presentation on integrating VBA programming into daily office tasks.



Phoebe Reese Lewis Leadership Program

• Participant

  • Jan 2012 - Jan 2013

  Smith College ● Participated in 2 year, 4-week program. 1 of 15 students selected for program. ● First year focuses on leadership development exercises. Second Year works with local business to identify problems and solutions within business.



Holocaust and Human Rights Education Center

• Intern

  • Apr 2011 - Jun 2011

  Aided in the organization’s transition to new offices and assisted in organizing educational program fundraiser. Compiled and distributed informational packet to potential donors



NOLS

• United States
• Higher Education
• 200 - 300 Employee

• Participant

  • Jul 2010 - Aug 2010

  Participated in 3-week rock climbing and backpacking trip into Wind River Mountains. Learned important skills in leadership and survival skills.