I work with software/technology companies in the New York area looking to optimize planning, forecasting, and reporting. My goal is to mitigate time spent on manual processes and enable more thorough analysis and better, strategic decisions.

NetSuite and NetSuite's Financial Planning Module work to give businesses a real-time, end-to-end business management solution for strategy, planning and execution. We work to streamline business processes, improve financial agility, strengthen collaboration and drive better-informed, more strategic decision making.

As part of the business development team, I qualified and promoted high quality leads to NetSuite's direct team. I connected with C-level personnel to better understand their growth goals and determine how NetSuite could best accelerate their businesses to their next stages of development.

•Assisted in the strategic development of financial restructuring and liquidation plans for investment banks•Analyzed investment structures to create financial models and presentations for partners’ review•Digested financial and corporate disclosure documents to draft summary memorandum for partners’ review

•Analyzed public corporate and legal filings to create demonstratives depicting clients’ organizational structures needed for federal court proceedings•Assisted with intensive deposition preparation for matters before the federal bankruptcy courts•Digested deposition transcripts to draft summary reports of operative facts for partners’ and clients’ review•Evaluated loan documents and searched for lenders’ employees to assist with a forensic investigation•Edited expert reports by analyzing public corporate financial filings and associated graphic representation