• Managed P&L and provided analysis of $80M+ revenue per year business comprised of 59 business units• Devised and audited KPI models used to interpret sales performance, understand key business drivers, and guide forecast strategy• Collaborated with management to utilize solutions, policies, and procedures derived from efficient and quality financial reporting• Created a master labor-management model to allocate and effectively reduce costs for the firm

• Developed novel and complex models used to underwrite risk-management, investments, and deployment of capital• Work with management to establish investor relations policies and procedures to ensure efficient and economic delivery of quality investor communications• Identify and analyze trends in the industry and recommend investment strategies and opportunities• Raised capital from diverse types of institutions, family offices, and funds-of-funds

• Set up cost control system, monitors and controls costs in Space/Defense research programs• Prepare budgets for contract work and performs and/or assist in financial analyses such as funding profiles, indicated final forecasting, unbilled management and variance analysis. • Estimates To Complete (ETC) and Estimates At Completion (EAC) – monthly ETC updates, quarterly/semi-annual/annual EAC packages depending on program size.• Interface with program and functional management to provide financial support and analysis to meet program requirements including, but not limited to, providing program management teams with: • work breakdown structures (WBS), • revenue recognition treatment, program baseline, • Estimates To Complete (ETC) and Estimates At Completion (EAC), • procurement management/bill of materials, • risk and opportunities assessment, • variance analysesResearch Programs Include:• Cognitive Autonomy• Nanomaterials• Nanophotonics & Plasmonics• Advanced Semiconductors• Engineered RF Materials• Quantum Sensing & Metrology• Exoplanet Atmosphere & Characterization

•Performed a deep dive of the self-pay healthcare space to distill market trends, landscape competitive environment, and identify new investment opportunities in the areas of cosmetic dentistry and plastic surgery•Assisted in a variety of valuation analysis including discounted cash flow, due diligence, public company and precedent transaction comparable, as well as acquisition modeling potential M&A deals•Modeled waterfall distribution of returns given different structures for various shareholders•Actively assisted in the due diligence process•Worked directly with management in small deal teams pitching and executed M&A transactions