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Skills

  • EBITDA growth strategy
  • Standard equipment
  • Deal sourcing and pipeline management
  • Strategic financial planning
  • First Aid/CPR
  • Enterprise Value (EV) and EBITDA analysis
  • Advanced Excel modeling skills
  • Business operations
  • ERP software
  • Financial reporting and compliance

Work Experiences

  • Collaborated with 3 cross-functional teams in targeted sectors to develop growth strategies, resulting in a 61% shareholder value increase.
  • Achieved savings of up to $7 per annum.
  • Advised the Managing Director on timing.
  • Assessed potential carve-outs in the Miscellaneous industry.
  • Analyzed deals valued at over $12.
  • Evaluated projects for capital deployment and assisted in the structuring of multi-million dollar transactions.
  • Assisted in fundraising efforts for a $8 private equity fund.
  • Collaborated with 7 cross-functional teams.
  • Achieved over 52% portfolio NAV increase.
  • Built strategic models to analyze market-entry opportunities into category and directly contributed to acquisition of Salesforce valued at $8.

Summaries

  • Financial expert with 2 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Boosted bottom-line profitability.
  • Conducted competitor research.
  • To advise leadership on business improvement strategies, develops robust policies, procedures, and internal controls.
  • Private Equity Analyst is a multi-talented Private Equity Analyst who is consistently rewarded for planning and operational improvements.
  • Astute Private Equity Analyst.
  • Avoided potential exposure of over $9 during adverse market conditions.
  • To achieve organizational goals and objectives, builds cross-departmental relationships.
  • Achieved 55% revenue growth.

Accomplishments

  • Developed and stress-tested financial projections, providing critical insights into cash flow sustainability and balance sheet stability during uncertain market conditions.
  • Identified and pursued add-on acquisitions for a platform investment, contributing $18 in revenue growth and expanding market share by 21%.
  • Coordinated with legal and compliance teams to streamline regulatory approvals, reducing transaction time by 15% and expediting investment closure.
  • Collaborated with management teams on portfolio companies to implement performance enhancement and turnaround strategies, increasing EBITDA by 4 over several months.
  • Evaluated and recommended divestiture strategies for underperforming assets, resulting in a 76% increase in overall portfolio value.
  • Worked closely with the legal team to negotiate and review terms on Adobe Creative Suite investments, expediting transaction close times by 48%.
  • Designed risk mitigation strategies for portfolio companies, significantly reducing exposure to market volatility and downturns, as evidenced by an 5% improvement in risk-adjusted returns.
  • Streamlined financial reporting processes for portfolio companies using Microsoft Excel, resulting in faster month-end closings and detailed transparency for investors and stakeholders.
  • Facilitated portfolio company exit strategies, leading the sale process for 11 companies and achieving a 38% internal rate of return (IRR).
  • Supported portfolio company management teams during capital raises, contributing to the negotiation of new equity and debt facilities, totaling $10.

Affiliations

  • International Council of Nurses
  • Jaycees
  • Private Equity Growth Capital Council (PEGCC) Member, supporting advocacy for industry best practices
  • Distinguished Contributor, Mergers & Acquisitions (M&A) Leadership Council, enhancing strategic deal-making expertise
  • Board Member, Private Equity Club at category, promoted career exploration and industry exposure
  • Society of Human Resource Management
  • Member, Global Association of Risk Professionals (GARP), focusing on risk management in capital allocation decisions
  • Private Equity Real Estate (PERE) Network, engaged in discussions on real estate-focused investment strategies
  • Toastmasters
  • Participant, DealCloud University Training, advancing technology solutions for deal tracking and data management in PE

Certifications

  • First Aid/CPR Certified
  • Certified Private Equity Professional (CPEP) by Private Equity Institute
  • Private Equity Acquisition Strategies from Lakeside Partners
  • Private Equity & Venture Capital Program by Università Bocconi
  • Certificate in Investment Performance Measurement (CIPM)
  • Apple Certified Associate (ACA)
  • Financial Modeling and Valuation Analyst (FMVA) by Corporate Finance Institute
  • CompTIA A+ Technician
  • Advanced Financial Analysis from Harvard Extension School
  • Project Management Professional (PMP)

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