Rob Lawrence, CPA
Financial Operations Analyst at Greycroft- Claim this Profile
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Bio
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Experience
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Greycroft
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Financial Operations Analyst
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Sep 2023 - Present
New York, New York, United States
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Senior Associate, Strategy
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Oct 2022 - Sep 2023
New York, New York, United States - Took workstream ownership and managed client relationships on a successful Performance Improvement project for global PE client - spearheading labor optimization, developing standardized templates, and managing offshore team - Helped build out custom Tableau dashboard to deliver add-on value creation work with portfolio companies of large PE firm - Assisted on Operational Due Diligence work, identifying cost savings, potential EBITDA improvements and revenue synergies
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Deal Advisory & Strategy Associate
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Jan 2021 - Oct 2022
Chicago, Illinois, United States - Performed financial due diligence work on industrial services companies for PE buy-side deals during FDD rotation. Constructed QofE schedules, built out excel workbooks, and ran complex analyses to create buy-side final reports - Worked in the analytics group, building out Alteryx workflows from scratch, assisting in Tableau visualizations, and providing data analysis on 10+ consumer/retail and healthcare deals
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Private Wealth Management Client Associate
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Apr 2018 - Jun 2020
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KPMG
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Brazil
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Construction
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Deal Advisory & Strategy Intern
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Jun 2019 - Aug 2019
Chicago, Illinois
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Shurpa
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United States
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Transportation, Logistics, Supply Chain and Storage
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1 - 100 Employee
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Operations Associate Intern
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May 2017 - Aug 2017
Chicago, IL
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Education
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University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration - BBA, Business -
University of Michigan
Minor, Mandarin Chinese -
Saint Ignatius College Prep
High School