Consumer Retail Group

Lead North America finance, reporting directly to the regional CFO. Collaborated with territory finance and operations teams within the regions, and project managed the reporting & budgeting processes.Built and maintain region’s asset-level operating and forecasting model, used for budgeting and forecasting, informing leadership decision making, WeWork’s 409A valuation and long-term financing decisionsProduced and presented financial presentations for executive and regional leadership teams, including monthly results, quarterly Board of Directors materials and KPI reports on pricing, retention trends and margin performanceProduced strategic insights for the regional CFO and COO to drive operational improvements in the ~400 building portfolio, including break-even proforma analyses on portfolio rationalization, customer segmentation and path to profitability.Spearheaded efficiency and accuracy improvements in the firms monthly close process between finance and accounting

Managed financial aspects of WeWork’s largest global operational efficiency improvement program; mobilized global teams across 36 countries to achieve $100M+ in global opex savings through global shared resources and comms to 1,000+ employeesPrepared monthly financial reports and presentations for CEO, CFO and COO on WeWork’s financial performance and operating KPIs, and spearheaded ad-hoc projects for C-Suite Consolidated regional monthly performance; developed and disseminated reporting materials and led monthly calls with regional CFOs to understand KPIs and drivers of regional financial performance across WeWork’s seven regions Constructed 5-year financial projection model with building-level details and market-based drivers in relation to a $5B Senior Secured Credit Facility and produced materials alongside IR in relation to the potential IPO

Advised clients on M&A and capital raising opportunities, provided financial modeling and valuation support, developed strategic reviews of companies and produced business case studiesBuilt and maintained models to value clients’ private companies, public private infrastructure partnerships (PPPs) and assetsDeveloped & maintained private company valuation models, produced outlook on key industry trends; produced benchmarking, sensitivity and scenario analysesManaged data rooms, engaged in extensive due diligence efforts, produced financial and non-financial competitor analyses of target entities, created performance market scans and prepared materials for information memorandumsConsulted clients on business operations including undertaking an operational and financial review of a primary exports company in the Pacific and offering strategic solutions and advice, reviewing an international engineering company’s business segments for possible divestiture and writing a business case in support of the development of a sustainable fishery in the UAE.