Private Equity & Investment Banking•Executed multiple private equity and M&A transactions: sourcing, diligence, financial modeling and structuring.•Developed business plans, financials and investor presentations with management for four venture opportunities. •Monitored private equity portfolio with CIO: supervised company valuations, wrote quarterly reports for investors and auditors, and built relationships with fund investors.•Board observer on three companies: strategy review, evaluating financials, and hands-on support to management.

Senior Accountant, Transaction Advisory •Financial and operational diligence across financial services industry advising corporate and private equity clients.•Analyzed and prepared detailed client reports, including historical trends analysis, in-depth financial forecasts, analysis of accounting policies and internal controls, and review of quarterly and annual reports.Senior Accountant, Audit•Lead Senior Accountant on financial audit of three large public companies.

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