Tristan Doran
Jupiter,FL
Summary
Finance professional with a strong track record in driving operational and strategic initiatives within corporate and entrepreneurial settings. Expertise in managing enterprise-level P&L at Praesum Healthcare, conducting acquisition analysis, and leading budgeting and forecasting efforts. As Vice President at 89 Capital LLC, provided strategic guidance on liquidity planning and capital structuring, significantly enhancing growth strategies. Proficient in financial modeling and cross-functional collaboration, dedicated to leveraging finance and strategy expertise to foster business growth and operational efficiency.
Overview
4
4
years of professional experience
Work History
Vice President of Finance
89 Capital LLC
Jupiter, FL
03.2024 - Current
- Originated and executed customized financing solutions, including working capital and equipment financing, to support portfolio company growth.
- Structured and closed business loan transactions, in collaboration with internal credit and operations teams.
- Advised founders, CFOs, and executive teams on liquidity planning, capital optimization, and growth strategy.
- Supported deal structuring, underwriting, and execution to ensure efficient and risk-aligned approvals.
- Streamlined internal approval processes, reducing turnaround times, and improving execution efficiency.
- Reviewed and analyzed cash flow projections to identify opportunities to improve liquidity and capital deployment.
Financial Operations Specialist
Praesum Healthcare
West Palm Beach, FL
06.2022 - 02.2024
- Conducted enterprise-level P&L analysis and reconciled financial records, providing actionable insights to finance and operations leadership.
- Facilitated acquisition analysis, budgeting, and forecasting initiatives to support strategic decision-making.
- Assisted in budgeting processes by preparing relevant financial reports.
- Led the integration of Concur and Workday Adaptive Planning, improving expense tracking, reporting accuracy, and financial transparency.
- Optimized finance workflows and reporting processes using Microsoft Dynamics GP, SharePoint, and Lightning Step, increasing operational efficiency.
- Collaborated with cross-functional teams to streamline financial operations and enhance overall business performance.
Education
MBA - Concentration in Accounting & Finance
Manhattan College
Bronx, NY05-2022
Bachelor of Science - Accounting And Finance
Manhattan College
Bronx, NY05-2020
Skills
- P&L management & financial reporting
- Acquisition Analysis
- Financial Modeling
- Capital Structuring
- Strategic Planning
- Client Advisory
- Expense Optimization
- Liquidity Planning
- Business Loan Structuring
- Software Proficiency: Concur, Workday Adaptive Planning, Microsoft Dynamics GP, SharePoint, Lightning Step, Microsoft Office, Google Workspace
Timeline
Vice President of Finance
89 Capital LLC
03.2024 - Current
Financial Operations Specialist
Praesum Healthcare
06.2022 - 02.2024
MBA - Concentration in Accounting & Finance
Manhattan College
Bachelor of Science - Accounting And Finance
Manhattan College