Counterpart is a venture-backed series B insurtech that leverages data and artificial intelligence to help small businesses do more with less risk.As head of finance, I oversee all finance operations, FP&A, strategic finance, treasury, receivables, payables, accounting, investor and carrier reporting.

Clyde is a fintech startup that provides a B2B2C ownership enrichment platform that offers warranty, product registration and claims management solutions. Clyde partners with enterprise and SMB retailers to offer extended warranty protection programs, driving customer loyalty and unlocking lifetime value. Clyde was acquired by Cover Genius in March 2023.• Hybrid cross-functional FP&A, strategy and analytics role; led key initiatives to identify highest impact levers, including product and pricing, to drive revenue growth• Set up analytics foundation and designed, implemented and evaluated rigorous testing of different call to action (CTA) variations to identify optimal product features, leading to design and engineering changes resulting in attachment rate improvement of +10%• Led BI function and owned data visualization stack; created custom Looker reports and visualizations, including backend coding, to track and analyze key metrics, OKRs and create automated alerts• Developed CTA interaction funnels to identify specific drop-offs and areas of improvement in consumer checkout flows for enterprise clients to increase attach rate, revenue and customer satisfaction• Partnered with product, sales, success, warranty and engineering teams to scale analytics capabilities, evaluate KPIs and team performance, provide Looker coaching and deliver actionable insights using complex SQL queries• Reported into CFO; created ad hoc analyses for C-suite and Board, such as pricing elasticity to determine optimal price of warranty contracts and spearheaded a company-wide analysis of the BFCM / Cyber 5 holiday period, accounting for 8% of annual revenue, and presented results to entire firm

Social Funnel provides financial and digital marketing services to mission-driven founders, startups and small businesses. We act as end-to-end consultants, leveraging corporate expertise to solve roadblocks and develop digital marketing strategies to funnel customers, build brand recognition and increase revenue for clients.Representative client engagements:• Developed financial / operating model and investment prospectus for a digital banking startup raising seed capital to develop a super app to better deliver financial solutions to the underbanked• Curated and managed digital and social media presence for a modern Asian eatery that went viral and generated 30M+ views across major food publications (NYTimes, Time Out New York, GrubStreet, Thrillist, ABC's The Chew, Insider Food) and was referred to by Eater as "NYC's most coveted dish"

Merger of P2P payments network clearXchange with fraud detection platform Early Warning Services, creating real-time digital payments service Zelle, now used by 60M+ users with 5B+ transactions and $1.5 trillion moved to date.

Debt investment in Usal Redwood Forest, a 50,000-acre forest in California's Mendocino County as part of BofA's sustainability initiatives to reestablish long-term forest health and address climate change via carbon sequestration.

Strategic investment in bank consortium joint venture in partnership with the London Stock Exchange to develop and launch a listed interest rate derivatives platform to challenge incumbents and generate cost savings.

The Global Principal Investments team identifies, structures and executes growth private equity and venture capital investments in the fintech space that align with the bank's strategic priorities. The Global Corporate Strategy team guides the bank's overall strategy and strategic planning process.• Evaluated and executed strategic growth PE and VC investments in fintech, payments, software, banking and artificial intelligence• Managed end-to-end investment process, including financial modeling, valuation analyses, industry research, due diligence, legal documentation negotiation and investment committee presentations• Managed 15+ investments as part of $4B portfolio by attending board meetings, conducting semi-annual reviews, assessing company performance and reviewing annual budgets / forecasts• Built strong cross-firm relationships, partnering with accounting, compliance, legal, risk and other functional teams to structure transactions and ensure strategic fit• Created corporate strategy, capital optimization and other board / shareholder presentations directly for CEO and senior management• Facilitated global strategic planning process for Global Banking and Markets business linesTransaction experience:• Investment in and strategic partnership with Modo, a digital payments hub, to connect to payments systems worldwide• Investment in CurveGlobal to launch a listed interest rate derivatives platform in partnership with the London Stock Exchange• Merger of P2P payments network clearXchange with fraud detection platform Early Warning Services, creating real-time digital payments service Zelle• Sale of legacy investments in stock exchanges, depository institutions and 300+ private equity and hedge fund LP positions to comply with industry regulations, resulting in a return of capital of $500M+• Oversaw investments under bank’s sustainability and impact investing objectives, including investments in The Rise Fund and Usal, a 50,000-acre California forest

Yext is a publicly traded digital marketing SaaS company that offers a cloud-based platform for businesses to manage their digital information and sync it across a network of 150+ third-party websites, maps, apps, search engines and directories.• Newly created hybrid cross-firm strategy, business intelligence, data analytics and operations role to solve bottlenecks during the company's critical pre-IPO growth stage phase• Formulated and established team and job responsibilities, implemented new daily processes and trained junior team members in using Excel extensively in daily workflow• Automated data retrieval and reporting processes using SQL queries, PowerShell scripting and command-line to improve process efficiencies, update and manage KPI dashboards, and ensure data integrity• Supported operations teams with identifying bottlenecks by analyzing customer support's cancellation call save percentages, presenting to senior management, resulting in a 25% increase in team's save percentage, and building model to determine optimal number of training call appointment slots• Built cross-firm relationships with engineering, account management, operations and customer service teams to design customer-facing analytics dashboard, test and debug data issues

Sonenshine Partners is a private investment bank advising middle market and enterprise companies on M&A, corporate finance and restructuring transactions across multiple sectors.• Executed all aspects of the M&A / capital raise process, including financial modeling / valuation, identifying buyers, creating marketing deliverables, conducting due diligence and reviewing deal documentation• Constructed three-statement financial models, DCF, LBO, M&A and public comparables, market sizing, synergy and accretion / dilution analyses to forecast projections, benchmark company valuations, map industry landscapes and determine rates of return• Conducted research on industry trends, acquisition and partnership opportunities and strategic buyers for companies in the technology, software, consumer, healthcare, e-commerce and digital media sectors• Created and edited pitch books, management presentations, teasers, information memorandums and other marketing materials for boards of directors, senior management and investorsTransaction experience:• $30M equity and debt capital raise for a growth stage fintech company• $900M sale of 1-800 CONTACTS to Anthem• $350M sale of Optical Distributor Group to ABB-Concise• $120M sale of Simbionix to 3D Systems• $250M sale of Realtime Technology to Dassault Systèmes