Experience

Anacapa Partners

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

• Private Equity Analyst

  • Oct 2020 - Present

  San Francisco Bay Area • Drive investment decisions across a wide variety of industries through financial modeling, competitive benchmarking, comprehensive market and business performance analysis • Identify and source viable business acquisition opportunities through industry research, due diligence, and discussions with business founders / CEOs • Interview prospective entrepreneurs to help determine compatibility with Anacapa Partners’ investment model and fund objectives • Create internal investment… Show more • Drive investment decisions across a wide variety of industries through financial modeling, competitive benchmarking, comprehensive market and business performance analysis • Identify and source viable business acquisition opportunities through industry research, due diligence, and discussions with business founders / CEOs • Interview prospective entrepreneurs to help determine compatibility with Anacapa Partners’ investment model and fund objectives • Create internal investment memorandums and investor reports and monitor the performance of fund and portfolio holdings Show less



SAP

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Corporate Development Analyst Intern - M&A - Office of the CEO

  • Jun 2019 - Jun 2020

  Palo Alto, CA • Influenced corporate acquisition and investment decisions by providing data and insights to the office of the CEO, SAP executives, and SAP investment committee • Built financial models, reports and presentations that displayed the results of advanced Excel calculations, statistical analysis and graphical representations of analytical findings • Increased efficiency and analytical accuracy by developing a sophisticated computer program in Python language that utilized web based… Show more • Influenced corporate acquisition and investment decisions by providing data and insights to the office of the CEO, SAP executives, and SAP investment committee • Built financial models, reports and presentations that displayed the results of advanced Excel calculations, statistical analysis and graphical representations of analytical findings • Increased efficiency and analytical accuracy by developing a sophisticated computer program in Python language that utilized web based API-sourced data to calculate valuation metrics, graph data points, and automatically populate output into PowerPoint presentations • Supported corporate development team’s tactical objectives by recommending strategic partnerships with select venture capital and private equity firms. Optimal partnerships determined through company research, trend analysis and customized metrics Show less



SAP Concur

• United States
• Software Development
• 700 & Above Employee

• Private Equity Operations Intern

  • Jun 2018 - Aug 2018

  San Francisco, CA • Helped to drive SAP Concur enterprise software adoption amongst leading private equity and venture capital firms through data analysis of partnership opportunities and portfolio evaluation • Improved field communication by assisting in the design of a roadmap of key procedures that guided overseas operations • Worked cross functionally with the sales and marketing teams to identify optimal SAP Concur clients for use in direct marketing campaigns



Cool Earth Solar

• Renewables & Environment
• 1 - 100 Employee

• Administrative Analyst

  • Sep 2016 - Jan 2018

  • Remotely audited office manager’s accounting inputs and reconciled monthly financial statements ensuring accuracy and maintaining the integrity of financial records. Conducted due diligence with respect to accounting discrepancies • Provided ongoing training for the office manager to ensure accurate data entry and management of financial data

• Office Manager

  • Jun 2015 - Sep 2016

  • Conducted meticulous overhaul of company’s financial records management. Identified and recovered thousands of dollars in overpayments mistakenly made by predecessor due to vendor overbilling • Maintained accounts receivable and accounts payable records, prepared invoices, and reconciled expenses to general ledger



Diablo Valley College

• United States
• Higher Education
• 700 & Above Employee

• Mathematics Tutor

  • Jan 2015 - Jun 2016

  • Tutored students in community college math lab as a Diablo Valley College employee • Privately tutored students in Analytic Geometry & Calculus I & II



Self-Employed

• Real Estate
• 1 - 100 Employee

• Professional Singer

  • 2010 - 2016

  Los Angeles/San Francisco • Founded 5-member band. Work included songwriting, live performances, studio work, graphic design, and marketing • California State Talent Competition winner of five out of five divisions & honorary Double Grand award • Notable Performances: The Olympic Club, San Francisco. The Boys & Girls Club annual fundraising event, Westlake Village. Trump National Golf Club, Palos Verdes. Governor Gray Davis fundraising event, Los Angeles. National Anthem, Sharks Game