Manager, Transaction Advisory Services

• Jul 2022 - Present

Acts as a trusted advisor on buy-side and sell-side transactions. Clients include leading MM private equity firms, strategic buyers/ sellers, and closely held businesses operating in the middle market. We cover a diverse range of industries and transaction sizes. Acts as a trusted advisor on buy-side and sell-side transactions. Clients include leading MM private equity firms, strategic buyers/ sellers, and closely held businesses operating in the middle market. We cover a diverse range of industries and transaction sizes.

Finance Manager

• Aug 2020 - Jul 2022

Member of Manulife’s global finance team. Partnered closely with the office of the COO to understand the financial returns of key strategic initiatives. Identified and reported on headwinds and tailwinds effecting global operations. Designed, developed, and implemented financial planning tool that was leveraged across the organization. Member of Manulife’s global finance team. Partnered closely with the office of the COO to understand the financial returns of key strategic initiatives. Identified and reported on headwinds and tailwinds effecting global operations. Designed, developed, and implemented financial planning tool that was leveraged across the organization.

Senior Financial Analyst

• Aug 2017 - Aug 2020

Performed FP&A functions for the University. Collaborated closely with department heads to understand financial needs. Developed advanced forecasting tool that lead to a dramatic increase in financial planning detail, timelines, and accuracy. Performed FP&A functions for the University. Collaborated closely with department heads to understand financial needs. Developed advanced forecasting tool that lead to a dramatic increase in financial planning detail, timelines, and accuracy.

Pricing Analyst

• 2014 - 2017

-Analyzed published industry reports; tracked position of competitors in relation to pricing strategy. -Participated in daily supply call to understand any supply constraints or overages and worked with marketing to help alleviate inventory pressure through price positioning. -Monitored and analyzed competitor pricing throughout the day; kept abreast of all relevant developments within the industry. -Executed hedges with commodities brokers for fixed price deals. -Executed fixed price gasoline contracts with Gulf Oil branded customers while demonstrating excellent customer service in high stress situations. Show less

Audit Associate

• 2013 - 2014

Conducted financial audits for real estate management companies. Ensured compliance with all US GAAP and Housing and Urban Development reporting requirements. Conducted financial audits for real estate management companies. Ensured compliance with all US GAAP and Housing and Urban Development reporting requirements.

M&A Intern

• Sep 2012 - May 2013

Completed multiple valuation engagements while advising clients on sell-side M&A transactions. Industries included advanced manufacturing, consumer goods, and media. Participated in offering memorandum development, financial modeling, target buyer identification, and target outreach. Completed multiple valuation engagements while advising clients on sell-side M&A transactions. Industries included advanced manufacturing, consumer goods, and media. Participated in offering memorandum development, financial modeling, target buyer identification, and target outreach.

Treasurer

• Mar 2012 - May 2013

Co-President and Treasurer

• Mar 2012 - May 2013

Co-Founder and President

• Feb 2012 - May 2013

Investment Intern

• Jul 2012 - Aug 2012

-Mentored under a Financial Adviser at the Concord NH branch; explored the nuances of the financial planning and wealth management business. -Tracked and performed financial analysis on stocks and industries daily. -Performed outbound telephone marketing daily in order to build supervisors client base. -Supported supervisor at multiple networking events. -Mentored under a Financial Adviser at the Concord NH branch; explored the nuances of the financial planning and wealth management business. -Tracked and performed financial analysis on stocks and industries daily. -Performed outbound telephone marketing daily in order to build supervisors client base. -Supported supervisor at multiple networking events.