Senior Financial Analyst - Central Finance
CurrentSenior Financial Analyst, Central Finance – PE-Backed Global B2B SaaS Aggregator. Expert in creating and optimizing financial processes across FP&A, Treasury, Investor Relations, Business Intelligence, and Investments.ACHIEVEMENTS:- Drove 2X Inorganic Growth: Conducted due diligence for seven SaaS acquisitions with multi-million-dollar ARR across three continents. Evaluated EBITDA forecasts, customer retention rates, market trends, and other key metrics for companies with over 200 employees.- Enhanced Debt Management: Assisted in transferring Dura's debt facility to more favorable covenants and acquisition-specific DDTL. Maintained this relationship through consistent monthly and quarterly reporting.- Supported Major Capital Raises: Collaborated with the CFO and Chief of Staff on numerous Debt and Equity raises, developing a 7-year consolidated financial model, refining retention metrics, and preparing investor presentations and data rooms.- Streamlined Post-Acquisition Integration: Facilitated the integration of seven acquisitions into the ERP system. Worked with each portfolio company CEO to implement the operating plan, achieving a 25% ROIC by the end of the first year post-integration.- Led Quarterly and Monthly Reporting: to deliver real-time results and drive operational improvements in a dynamic, fast-paced environment. Successfully scaled 17 portfolio companies, achieving a 25% annual ROIC through rigorous cost management strategies
