(1) Strategic Financial Planning: Expert in long-range planning, forecasting, and modeling for capital structuring events, including private equity transactions, recapitalizations, acquisitions, IPOs, and debt re-pricing.(2) Revenue Management: Proficient in maintaining and optimizing company-wide ARR-based revenue models and forecasts.(2) Budgeting and Forecasting: Skilled in overseeing company-wide annual budgeting and rolling forecasts, including COGS and headcount-related expenditures.(3) Executive Reporting: Experienced in managing executive/board reporting and syndicated debt reporting on a GAAP and adjusted basis.(4) M&A Integration: Specialized in finance integrations and synergy tracking for mergers and acquisitions.(5) Ad Hoc Financial Analysis: Adept at supporting various ad hoc deliverables, including public peer benchmarking, CAC/Lifetime Value, and other SaaS metrics.Technological Proficiency:Extensive hands-on use of PowerBI data models to integrate data from multiple source systems.Strong background in leveraging data analytics to support executive, board, and private equity data requests.Notable Contributions:Key contributor to the core team responsible for Waystar's successful IPO.Enhanced strategic decision-making through comprehensive financial planning and data-driven insights.

I was responsible for developing new processes to shorten and improve the monthly board reporting cycle. I served as key contributor in the due diligence process for the successful EQT/CPPIB investment in Waystar, valued at $2.7B in 2019. I coordinated and directed the external reporting team of financial analysts to achieve organizational and departmental goals. Exemplified and promoted the Waystar corporate culture and values by fostering an environment of attracting, developing, and retaining top talent through recognition and development.The team's major areas of focus include:-Monthly board meeting material deliverables including adjusted results, commentary vs Plan and forecast expectations.-Quarterly debt reporting packages including compliance with credit agreement terms, calculation of covenants and reporting to rating agencies.-Designed and updated financial models and strategic target tracking including: rolling monthly financial forecasts, $40M+ Synergy tracking, and integration of acquired entities' proforma results vs expectations.

I co-founded, ran and exited the company while streamlining all the operations and tasks. I established long and short-term business objectives while ensuring execution of all tasks and activities in order to meet business needs, requirements, and objectives.

GCH International (a 3 Crown Capital Holding)I spearheaded end-to-end duties, including strategic planning, budgeting, forecasting, KPI dashboards, analytics, contract administration, IT management, sales tax audit defense, payroll oversight, & orderly liquidation proceedings. I managed the administration function including direct reports covering Accounting, HR, Payroll, and Purchasing. Contract Manager for Vendor Management including IT and other professional services.My Key Success in this Role:-Slashed admin and overhead spend by 50% in 2016 through staff development and reductions, vendor optimization and process improvements.-Relocated 60,000 sq. ft. manufacturing facility, including project plan, relocation budget, site selection, lease negotiation, fit-up and move

I negotiated new bank terms to substantially reduce portfolio risk and improve portfolio’s cash flow and solvency ratios. I utilized multiple valuation approaches (multiples, cap rates, FCF) to assess real estate portfolio performance and evaluate potential investments. My Key Success in this Role:-Increased entity EBITDA by more than 3.5X to exceed $1M in 10 months, by streamlining operations and selling opportunistic/non-core assets

I prepared quarterly team and analyst performance summaries. Performed firmwide periodic portfolio analysis including holdings, characteristics, attribution, and risk statistic reviews for marketed and proprietary strategies. Developed a proprietary firm wide asset weighted composite performance model used by senior management to assess ongoing firm and team level performance on a monthly basis. Followed 19 publicly traded peers in the asset management industry. Monitored sell-side research and generated internal analysis on firms including financial results, asset and flow trend analysis, new product launches, and changes in distribution models. Portfolio benchmarking including: fees, performance, and risk comparisons. Portfolio risk monitoring and performance analysis for existing strategies, including evaluation of long/ short portfolio.My Key Success in this Role:• Key contributor to IPO process including S-1 filings, roadshow planning, IR function development, earnings call preparation, and stockholder surveillance.

As Senior Financial Analyst, I oversaw the development of budget and expense data. I coordinated the development, distribution and reconcilement of monthly variance reports with the applicable business areas. I coordinated the budget development and administration activities supporting the development of Federal Reserve System Cash operations policies, automation tools, products, and services that ensure the efficient distribution of currency and coin and continuity of operations. I prepared budget performance reporting for Senior Management. Responsible for leading work groups, and coordinated the work assignments of other financial analysts within the finance business units.My Key Success in this Role:-Communicated summary financial analysis reports, proposals, and presentations for senior management, Board of Directors, and System groups.

As Senior Project Analyst, I was leader in the Portfolio, Program and Project Oversight and Control functions to develop, administer, and implement risk management, change control, and compliance methodologies for a highly complex, multi-million dollar legacy system replacement project. I identified opportunities to enhance project management tools though the use of automated systems and refined processes.Other significant contributions:-Department liaison to the internal audit function, responsible for managing the department relationship with audit throughout their reviews. -Product Office COSO coordinator.

Financial and Operational Control Testing, Risk Assessments, & Continuous Project Auditing, COSO testing reviews

Financial and Operational Control Testing, Risk Assessments, & Continuous Project Auditing, COSO testing reviews

-Documented the Purchase to Pay and Order to Cash processes for the European Headquarters in Winterthur, CH and the branch operations and distribution centers in the UK.-Identified Key Controls and SAP automated controls in narrative and flowchart forms for all operations.

Prepared bank reconciliations and basic bookkeeping for small business clients.