Experience

Elme Communities

• United States
• Real Estate
• 100 - 200 Employee

• Senior Manager Corporate Finance

  • Mar 2023 - Present

• Finance Manager

  • Sep 2020 - Feb 2023

• Senior Analyst Finance

  • Apr 2018 - Sep 2020



CapitalSource, a division of Pacific Western Bank

• Assistant Vice President, Healthcare Leveraged Finance

  • Oct 2014 - Feb 2018

  The CapitalSource Leveraged Finance group worked with private equity firms throughout the United States to provide cash flow loans to middle-market businesses, specifically in the healthcare, technology, and communications infrastructure sectors. CapitalSource's leveraged finance loans, which typically range in hold sizes from $5 - $30 million, support the leveraged buyouts and recapitalizations of middle-market companies. Managed a portfolio of healthcare company borrowers by… Show more The CapitalSource Leveraged Finance group worked with private equity firms throughout the United States to provide cash flow loans to middle-market businesses, specifically in the healthcare, technology, and communications infrastructure sectors. CapitalSource's leveraged finance loans, which typically range in hold sizes from $5 - $30 million, support the leveraged buyouts and recapitalizations of middle-market companies. Managed a portfolio of healthcare company borrowers by analyzing financial performance, conducting variance analyses, building projection models to evaluate various scenarios, and assessing industry sector landscape to assess the risk of loss for each borrower. The portfolio's healthcare borrowers were comprised of pharmaceutical companies, physician practices, medical device manufacturers, healthcare suppliers, benefit managers, and hospice care. Show less The CapitalSource Leveraged Finance group worked with private equity firms throughout the United States to provide cash flow loans to middle-market businesses, specifically in the healthcare, technology, and communications infrastructure sectors. CapitalSource's leveraged finance loans, which typically range in hold sizes from $5 - $30 million, support the leveraged buyouts and recapitalizations of middle-market companies. Managed a portfolio of healthcare company borrowers by… Show more The CapitalSource Leveraged Finance group worked with private equity firms throughout the United States to provide cash flow loans to middle-market businesses, specifically in the healthcare, technology, and communications infrastructure sectors. CapitalSource's leveraged finance loans, which typically range in hold sizes from $5 - $30 million, support the leveraged buyouts and recapitalizations of middle-market companies. Managed a portfolio of healthcare company borrowers by analyzing financial performance, conducting variance analyses, building projection models to evaluate various scenarios, and assessing industry sector landscape to assess the risk of loss for each borrower. The portfolio's healthcare borrowers were comprised of pharmaceutical companies, physician practices, medical device manufacturers, healthcare suppliers, benefit managers, and hospice care. Show less



American Capital

• Albania
• Investment Management
• 1 - 100 Employee

• Senior Financial Analyst, Financial Advisory & Consulting Team (FACT)

  • Apr 2011 - Oct 2014

  American Capital (ACAS) was a publicly traded private equity firm and global asset manager that managed $20B of assets. As a member of the Financial Advisory & Consulting Team (FACT), my responsibilities included: • Managing a portfolio of 10 companies with an investment value worth $150 million by analyzing financial performance to understand working capital trends, cash flow needs, and key business drivers • Preparing quarterly valuations utilizing discounted cash flow… Show more American Capital (ACAS) was a publicly traded private equity firm and global asset manager that managed $20B of assets. As a member of the Financial Advisory & Consulting Team (FACT), my responsibilities included: • Managing a portfolio of 10 companies with an investment value worth $150 million by analyzing financial performance to understand working capital trends, cash flow needs, and key business drivers • Preparing quarterly valuations utilizing discounted cash flow, comparable public company and comparable transaction methodologies to determine the fair value of ACAS' investments • Performing financial due diligence for leveraged buyout transactions Show less American Capital (ACAS) was a publicly traded private equity firm and global asset manager that managed $20B of assets. As a member of the Financial Advisory & Consulting Team (FACT), my responsibilities included: • Managing a portfolio of 10 companies with an investment value worth $150 million by analyzing financial performance to understand working capital trends, cash flow needs, and key business drivers • Preparing quarterly valuations utilizing discounted cash flow… Show more American Capital (ACAS) was a publicly traded private equity firm and global asset manager that managed $20B of assets. As a member of the Financial Advisory & Consulting Team (FACT), my responsibilities included: • Managing a portfolio of 10 companies with an investment value worth $150 million by analyzing financial performance to understand working capital trends, cash flow needs, and key business drivers • Preparing quarterly valuations utilizing discounted cash flow, comparable public company and comparable transaction methodologies to determine the fair value of ACAS' investments • Performing financial due diligence for leveraged buyout transactions Show less



PwC

• Professional Services
• 700 & Above Employee

• Associate, Advisory Forensic Services

  • Sep 2008 - Apr 2011

  PricewaterhouseCoopers (PwC) is a global accounting firm focusing on audit & assurance, tax and consulting services. As a member of the Forensic Services team in the advisory sector, my responsibilities included: • Investigating a $3.5 billion Ponzi scheme involving counterfeit purchase orders, invoices and fictitious entities by performing document reviews and tracking cash flows • Reviewing emergency payment claims and supporting documents, such as tax filings and financial… Show more PricewaterhouseCoopers (PwC) is a global accounting firm focusing on audit & assurance, tax and consulting services. As a member of the Forensic Services team in the advisory sector, my responsibilities included: • Investigating a $3.5 billion Ponzi scheme involving counterfeit purchase orders, invoices and fictitious entities by performing document reviews and tracking cash flows • Reviewing emergency payment claims and supporting documents, such as tax filings and financial records, filed by individuals and companies negatively impacted by the BP oil spill to determine compensation eligibility from BP's escrow fund • Assisting in audit reviews by documenting internal accounting systems, identifying weaknesses and proposing recommendations Show less PricewaterhouseCoopers (PwC) is a global accounting firm focusing on audit & assurance, tax and consulting services. As a member of the Forensic Services team in the advisory sector, my responsibilities included: • Investigating a $3.5 billion Ponzi scheme involving counterfeit purchase orders, invoices and fictitious entities by performing document reviews and tracking cash flows • Reviewing emergency payment claims and supporting documents, such as tax filings and financial… Show more PricewaterhouseCoopers (PwC) is a global accounting firm focusing on audit & assurance, tax and consulting services. As a member of the Forensic Services team in the advisory sector, my responsibilities included: • Investigating a $3.5 billion Ponzi scheme involving counterfeit purchase orders, invoices and fictitious entities by performing document reviews and tracking cash flows • Reviewing emergency payment claims and supporting documents, such as tax filings and financial records, filed by individuals and companies negatively impacted by the BP oil spill to determine compensation eligibility from BP's escrow fund • Assisting in audit reviews by documenting internal accounting systems, identifying weaknesses and proposing recommendations Show less