Led finance function for rapidly growing omnichannel pet products startup. Built financial planning and forecasting capabilities to support investment decision-making, including development of periodic S&OP process. Provided performance insight to existing investors and develop strategy and execution for bringing in capital from new investors/lenders. Implemented software tools to support inventory management and accounting processes.

Led global financial planning & analysis activities for Mars’ recently developed Health & Wellness snacking platform (including KIND and Nature’s Bakery). Built multi-year strategic plans to identify areas of value creation across functional areas of the business, as well as driving the annual planning process. Developed periodic management reporting materials to deliver insight into the performance of the business.

Developed financial analyses and provided insights to support key internal strategic initiatives and external investment activities (such as M&A, venture, JVs). Led conversations with investment targets and provided financial support (including due diligence and financial modeling/valuation) for high-priority investment decisions. Partnered with cross-functional teams to build complex business plans that led to attractive value creation for Mars.

Managed M&A transaction processes on behalf of both buy-side and sell-side clients in the consumer and retail industries. Developed financial and valuation models, managed due diligence processes, and evaluated bids for live transactions for large retailers, consumer package goods, beauty, food & beverage, and food service clients. Assessed company performance, capital structure and potential acquisition targets in client pitches as a generalist across industries.

At Nebrodi Partners, supported investment and portfolio management activities for the firm's private equity investments. Reviewed offering materials for prospective investments in both limited partnerships and direct equity/mezzanine co-investments. Analyzed performance of direct co-investments and partnership interests for the annual portfolio review for primary investor client. Developed presentation materials for business development discussions with new investors.

During the Summer Associate program, supported live M&A transaction processes across a variety of industries, including energy, industrials, gaming and lodging, and metals and mining industries. Developed financial and valuation models, managed due diligence processes, and evaluated bids on behalf of both buy-side and sell-side clients. Assessed company performance, capital structure and potential acquisition targets in client pitches.

Provided strategic advisory to leading automotive and equipment ABS issuers. Managed transaction execution process, ensuring that attorneys, accounting firms, rating agencies and issuer clients were well-coordinated and met key deadlines in bringing deals to market. Conducted a variety of financial analyses, including cash flow, collateral and credit analyses, to provide clients with recommendations on capital structure. Managed and developed analysts on a day-to-day basis, providing direction on transaction execution responsibilities.

Supported all phases of capital markets ABS transactions for automotive and equipment loan and lease issuers, such as Ally Bank, Hyundai, John Deere, and Toyota. This included conducting cash flow, collateral and credit analyses for consumer and commercial loan pools. Extensive experience working with rating agencies, attorneys and accounting firms to prep documentation for public and private offerings of debt securities.