- Provide FP&A consulting services specializing in financial modeling, budgeting and forecasting, valuation analyses, KPI development and dashboards, etc.

- Coordinated with CEO and leadership team for strategic and long-term planning purposes.- Built long-term company model and updated rolling P&L budgets on a continual basis- Developed several dashboards in a BI tool to track financial and operational KPI's on a real-time basis.- Performed ongoing controller functions including invoicing, AR & AP management, financial statement preparation and reconciliation, etc.

- Coordinated monthly valuation process for Energy private investments in excess of $2 Bn in market value; facilitated Energy valuation committee meetings and prepared valuation materials and support.- Provided ongoing deal support including: monitored and reconciled daily pricing and P&L; reviewed investor reports; liaised with Operations and Fund Control teams in order to update prices, coordinate event bookings, prepare investor distributions, etc.- Assisted with private deal closings processes.

- Gained technical valuation expertise while managing over $1.5 mm in annual revenue and leading project execution on valuation engagements primarily within the Energy industry.- Provided portfolio valuation services to over 30+ private equity clients for ASC 820 Fair Value reporting purposes, helping clients value illiquid private investments (Level III).- Performed business and asset valuations totaling over $6 Bn in assets across 70+ projects ranging from purchase price allocations, goodwill impairments, gift and estate tax valuations, legal entity valuations, etc.