Performed comprehensive valuation and due diligence on private companies, using techniques such as DCF, LBO, and precedent transactions to evaluate potential investment opportunities
Developed and monitored annual operating budgets in partnership with senior leadership, aligning financial goals with organizational objectives
Analyzed historical financial statements with a focus on operating P&L, CAPEX, and revenue models to forecast cash flows and assess leverage levels
Conducted detailed variance analysis and reconciled financial discrepancies, ensuring accurate and timely financial entries
Managed complex receivables and deferred revenue analysis to support financial forecasting and reporting accuracy
Collaborated with external auditors during annual financial audits, ensuring the accurate and timely reporting of fiscal data
Reviewed market growth drivers, competitive landscapes, and regulatory risks as part of due diligence efforts to assess post-acquisition capital structures
Prepared integrated financial models and operating projections, including both bottom-up and top-down revenue forecasts
Worked cross-functionally with finance, accounting, and operations teams to integrate financial reporting and ensure accurate alignment of portfolio companies with overall corporate financial goals.
CFO
Dittach
06.2017 - 08.2019
Oversaw the preparation of monthly, quarterly, and annual financial statements, including cash flow and GAAP income spreadsheets
Facilitated month-end, quarter-end, and year-end closing processes by preparing reconciliations and detailed supporting schedules
Managed complex receivables and conducted deferred revenue analysis to ensure accurate financial reporting
Directed the Accounts Payable function, ensuring accurate coding and timely posting of payments within the correct accounting periods
Prepared and recorded journal entries, ensuring compliance with financial reporting standards and maintaining accuracy
Ensured timely and accurate fiscal reporting, working closely with external auditors during annual financial audits
Reviewed, investigated, and reconciled financial discrepancies, performed variance analyses, and made necessary corrections to financial entries to ensure precision
Coordinated employee onboarding and offboarding processes, including managing benefit enrollments and payroll adjustments, while collaborating closely with Human Resources and Personnel departments to ensure seamless transitions.
Private Equity Associate
Tamarind Capital
New York
05.2017 - 06.2019
Performed comprehensive valuation and due diligence on private companies, using techniques such as DCF, LBO, and precedent transactions to evaluate potential investment opportunities
Developed and monitored annual operating budgets in partnership with senior leadership, aligning financial goals with organizational objectives
Analyzed historical financial statements with a focus on operating P&L, CAPEX, and revenue models to forecast cash flows and assess leverage levels
Conducted detailed variance analysis and reconciled financial discrepancies, ensuring accurate and timely financial entries
Managed complex receivables and deferred revenue analysis to support financial forecasting and reporting accuracy
Collaborated with external auditors during annual financial audits, ensuring the accurate and timely reporting of fiscal data
Reviewed market growth drivers, competitive landscapes, and regulatory risks as part of due diligence efforts to assess post-acquisition capital structures
Prepared integrated financial models and operating projections, including both bottom-up and top-down revenue forecasts
Worked cross-functionally with finance, accounting, and operations teams to integrate financial reporting and ensure accurate alignment of portfolio companies with overall corporate financial goals.
Private Equity Analyst
Poplar Partners
New York
11.2013 - 06.2015
Conducted valuation and due diligence on private companies to assess potential investment opportunities
Forecasted cash flows, income statements, and balance sheets to determine debt revolver needs and leverage levels
Developed integrated financial projections, operating models, and both bottom-up and top-down revenue models
Analyzed historical financial statements with a focus on operating P&L, revenues, operating working capital, and CAPEX
Reconciled cash flow statements and GAAP reporting
Collaborated with accountants and senior leadership on all aspects of accounting and financial reporting for portfolio companies, delivering accurate and timely data for decision-making processes
Authored quarterly financial reports for investors, highlighting key financial metrics and investment performance.
Restaurant and Marketing Manager at Bhawani New Zealand Limited T/a Tamarind GisborneRestaurant and Marketing Manager at Bhawani New Zealand Limited T/a Tamarind Gisborne
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)