Experience

Lumafield

• United States
• Computer Hardware Manufacturing
• 1 - 100 Employee

• Business Development, Strategic Finance, Special Projects

  • Oct 2021 - Present



Formlabs

• United States
• Computers and Electronics Manufacturing
• 700 & Above Employee

• Head of FP&A and Strategic Finance

  • Mar 2016 - Aug 2021

  - Acting Finance Lead for Series E pre-IPO private placement process with JP Morgan, which achieved a $150mm investment from Softbank at a $2bn valuation - Provided financial modeling and valuation support for Formlabs' Series B, C, D, and E rounds. - Lead our annual global budgeting process for a company that's grown from 100 to 600 FTEs. - Lead analysis and decision making for growing the company from $20mm to over $100mm run rate. - Built and managed the company financial model for budgeting, planning, and fundraising purposes. - Provided financial modeling and valuation support for Formlabs' tuck-in acquisition of a domestic supplier, Spectra Photopolymers. - Implemented Adaptive Insights, an Enterprise Performance Management (EPM) system for more efficient financial planning and reporting. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • May 2013 - Mar 2016

  Key Transactions: ADT - M&A advisor to Apollo on their $12.3bn LBO of ADT IPO of AquaVenture Holdings - Lead-left bookrunner to a water technology company on their IPO launched in 2016 -- Build comprehensive operating and financial models for evaluating effectiveness of M&A and divestiture situations Perform valuation analyses using discounted cash flow, leveraged buyout, accretion/dilution, precedent transaction, and trading comparable methodologies Prepare client marketing materials for Investment Committee and Analyst Presentations -- Other Transactions: Refinancing for companies including Vivint, Monitronics, Hertz. Hertz Equipment Rental - Advisor to Hertz in exploring several strategic and financing options, including the separation of its $5bn equipment rental business Gates Global - Financial advisor to Onex Partners on sale of Gates Global to Blackstone for $5.4bn Show less



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Jun 2012 - Aug 2012

  - Determined customer preferences and lifetime behaviors of a $300MM business unit for three year projections - Conducted impact analysis of major levers for business changes in anticipation of potential regulatory action - Built a training module for future new-hires to quickly learn key components of business unit and how to write SQL - Determined customer preferences and lifetime behaviors of a $300MM business unit for three year projections - Conducted impact analysis of major levers for business changes in anticipation of potential regulatory action - Built a training module for future new-hires to quickly learn key components of business unit and how to write SQL



vSpring Capital

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Summer Intern

  • May 2011 - Jul 2011

  - Evaluated proposals for deals under $500K by reviewing CIMs, due diligence reports, and management presentations - Wrote investment memos with company profiles and market research for vSpring to distribute to syndication partners - Conducted consumer satisfaction surveys to determine product potential of investment targets with $100K in revenue - Evaluated proposals for deals under $500K by reviewing CIMs, due diligence reports, and management presentations - Wrote investment memos with company profiles and market research for vSpring to distribute to syndication partners - Conducted consumer satisfaction surveys to determine product potential of investment targets with $100K in revenue



The National Institutes of Health

• United States
• Biotechnology Research
• 700 & Above Employee

• Summer Research Intern

  • May 2010 - Aug 2010

  - Presented experimental data and secondary research findings to a team of NIH researchers biweekly - Conducted pioneering research exploring a previously unknown enhancer of HIV potency with therapeutic potential - Tested the sensitivity of death of HIV infected T-Cells as they are affected by TNF-α - Presented experimental data and secondary research findings to a team of NIH researchers biweekly - Conducted pioneering research exploring a previously unknown enhancer of HIV potency with therapeutic potential - Tested the sensitivity of death of HIV infected T-Cells as they are affected by TNF-α