Independent consultant providing fractional CFO services including operational strategy, financial reporting & budgeting, business modeling, metrics and KPIs, transaction support, fundraising assistance, and systems architecture design and implementation assistance

Independent consultant providing fractional CFO services including operational strategy, financial reporting & budgeting, business modeling, metrics and KPIs, transaction support, fundraising assistance, and systems architecture design and implementation assistance

Oversaw accounting, FP&A and corporate development operations. First strategic finance hire, leading the design and implementation of financial planning, forecasting and reporting functions; defining capital structure, strategic investment and M&A strategies; and spearheading growth of finance organization

- Presented actionable recommendations directly to CEO & CFO in areas of profitability, growth, financial & operational controls by developing comprehensive insight into historical and projected company performance through data-driven analysis - Finance partner to People Ops, Workplace and Technology Services functions and city operations in Middle East, Africa and E. Europe - Underwrote 1M+ sqft commercial real estate acquisitions; managed all financial aspects of Uber’s global property portfolio - Rebuilt and maintained Uber’s long-term forecast for corporate planning and fundraising - Worked with cross-functional teams to operationalize insights through design, implementation and tracking of strategic initiatives

Assisted real estate investment partnership with financial analysis, due diligence, preparation of marketing presentations and private placement memoranda and post-investment property management

Assisted middle market private equity firm with researching and evaluating thematic investment opportunities

- Facilitated the execution of corporate finance transactions and supported marketing initiatives by coordinating internal processes, defining and developing financial models and supporting analysis and managing junior members of the deal team - Select engagements included buyside advisory in preliminary bidding process, marketing proposal for potential management buyout and extensive market research in specialty food and beverage ingredients sector

- Executed tasks above my titled role on over 100 engagements / pitches in connection with a broad spectrum of service offerings, including transaction opinions and advisory services, portfolio valuation and financial reporting valuation - Developed and implemented analytical models using DCF, LBO, guideline public company, guideline transaction, equity allocation, accretion/dilution and sum-of-the-parts analysis - Prepared detailed reports and presentations outlining economic and financial research performed along with resulting conclusions of value - Regularly interacted with a variety of clients, including CEOs, CFOs and Board members, corporate finance and tax department heads, portfolio managers, sole proprietors and affluent individuals - Assisted with firm marketing initiatives and recruiting efforts - Served as a peer mentor to junior team members, teaching analytical skills and business practices

- Advised companies on the structure and pricing of intercompany transactions in support of tax-effective supply chain management - Conducted interviews with organizational leaders, performed financial analysis and prepared detailed reports conveying impact on global tax exposure of recommended modifications to corporate organizational structures and transfer pricing policies - Gained exposure to international business practices through multiple assignments in Asia, Europe and North America - Assisted in practice-wide thought leadership, contributing to the writing of an article published in a trade publication and the development of various training materials outlining current industry trends and key analytical techniques