In the scope of this role to serve the global community, I provide treasury leadership and financial management for this new, emerging globally-focused private foundation based in New York City.The Humansphere Foundation invests in initiatives, programs and organizations that uplift humanity, help achieve the UN Sustainable Development Goals, and promote diversity, equality, equity, and inclusion around the world. The Humansphere Foundation is a US-based nonprofit private operating and grant-making foundation. Its programs and supporting organizations focused on creating impact in these areas: gender equality, empowering women & girls, environment protection, sustainability, wildlife and nature conservation, community development, health and wellness, education and leadership development.

- Seasoned financial management and investment skills with proven judgment and prepared to lead. Highly streamlined thought leader behind key strategic and relationship moves with execution excellence. Manage through an increasingly complex career transition with interacting threads. Deepened prior understanding of all relevant market constituencies. Make strategic yet agile moves to build and deepen relationships with both GPs and LPs in the alternative investments space, with a focus on private equity. Continuously fine-tune the investment thinking paradigm of private equity and other alternative assets classes. Make investments with tools and platforms available to an individual while in transition to demonstrate thinking as an investor. Generated significant alpha from alternative investment holdings. Vote proxies to express views. Decided to acquire relevant credentials and deepened prior experience in valuation and due diligence. - Evolved Capabilities: Private Equity and Venture Capital Investments; Proven Ability to Identify Key Constituencies and Prospect Opportunities; C-Suite Engagement; Private Equity Fundraising Capabilities; Mergers and Acquisitions; Client Engagement; Team Leadership and Development; Business and Financial Due Diligence Processes; Financial Valuation and Modeling.

Selected from a competitive pool of candidates to participate in this two-day intensive professional development program for experienced professionals returning to the workforce after a career transition period.

- Effectively managed M&A and primary private equity investments due diligence assignments and led teams of associates in the development of integrated Excel-based financial models for clients in the alternative energy, real estate, and infrastructure sectors. - Performed detailed reviews and made recommendations regarding critical assumptions, structural issues, and logical flow within the financial models. - Served as valuation expert for team members and effectively resolved valuation issues. Identified problem areas on clients’ financial statements. Developed marketing presentations for new business generation. Developed and presented training materials for the group. - Generated $250K in additional revenue by structuring a highly technical alternative-energy model-build that led to additional assignments with the same client. - Partnered in $4M engagement, collaborating with lenders’ bankers and consultants, a restructuring specialist firm, and multiple KPMG groups.

- Executed business valuations for financial and tax reporting and strategic planning purposes. - Led teams of associates through complex purchase price allocation analyses involving fair value estimations of intangible assets to assess acquisitions in industries including telecommunications services, consumer goods, private-equity investments, manufacturing, and medical equipment. Spearheaded independent valuation reviews from valuation consulting and advisory firms. Sample engagements: - Performed valuation of a $32M U.S. subsidiary of a U.K. clinical-trial data-management firm. - Directed price allocation and valuation of intangible assets for a fashion wholesaler. - Conducted pre-close analyses of a multinational organization’s contemplated purchases of a post-patent agricultural chemical company and an energy company.- Proactively sought prospective business leads and managed client relationships.

- Engaged in valuation consulting, economic analysis, and financial advisory services to clients in diverse industries. Participated in all aspects of valuation in the context of litigation support. - Co-authored “The Alternative Standards of Value Applicable in Commercial Litigation Cases,” published in the Fall 2006 issue of Insights.

Valuation, Modelling and Economics Group/ Transaction Advisory Services (TAS)- Applied multiple valuation methodologies to estimate the fair value of business enterprises, specific business units within a company, equity interests and debt instruments. - Facilitated engagements by conducting effective research and interviewing client management to elevate understanding of clients' financial performance. - Created, maintained and enhanced valuation models and wrote detailed valuation reports. Streamlined valuation models while working on engagements to incorporate efficiencies. FAS (Financial Advisory Services):- Evaluated business, regulatory, market and credit risks of clients in the financial services sector. Analyzed financial statements. - Assessed impact of a proposed acquisition of an insurance company by the client firm.

- Performed structural and legal analyses to rate synthetics securities (transaction ratings) in accordance with S&P’s ratings criteria. - Discussed and negotiated terms with the bankers and attorneys to ensure the proper ratings to the structured finance deals. - Presented analyses to ratings committees and authored ratings press releases. - Evaluated the appropriate usage of interest-rate swaps, basis swaps, caps, floors, and corridors in residential mortgage-backed securities transactions.

- Contributed to projects pertaining to equity-structured products that led to improved trading profits. Rotated through the desks of all cash and derivatives products.- Worked in teams for the $700 million restructuring and IPO of China’s largest aluminum company. Performed detailed financial statement analysis, comparable companies analysis, WACC estimation, and DCF valuation of the company. Analyzed foreign strategic investment options.

- Successfully executed the produce control function of several trading desks within the Corporate and Institutional Client Group (CICG)- Worked through the Governments Trading Finance and Equity Derivatives Trading Finance teams.- Effectively carried out P&L analyses, reconciled trader-marked prices with independent pricing resources, and updated yield curve and fixed income market environment.- Class of 1998 1998 Global Analyst Training Program and FINRA (formerly NASD) Series 7/63 registrations.