Bluesight solves supply chain inefficiencies and reduces risk by using AI and machine learning to surface actionable analytics for every step of the medication lifecycle. Through our suite of Medication Intelligence™ solutions, Bluesight brings simplicity, visibility, and predictability to the complex world of medication management.Bluesight is a portfolio company of Thoma Bravo, one of the largest software-focused private equity firms in the world.

SmartLabs provides companies with on-demand, flexible pharma-grade research environments to accelerate scientific discovery and therapeutic commercialization. I was responsible for leading FP&A across the business.

I was responsible for leading Financial Planning & Analysis at Legacy. My primary responsibilities included: leading the annual budgeting process, partnering with accounting on the monthly close, working with private equity sponsors, creating board materials, forecasting, cash flow analysis, KPI analysis, report automation & dashboarding, and working closely with business unit leaders. LEGACY Global Sports was a premier youth sports event company with a full suite of event offerings including tournaments, camps, housing services and international tours. LGS had some of the world’s most successful youth sports brands within its portfolio, including Global Premier Soccer, Selects Hockey, T3 Lacrosse, World Selects Invitational, the Motown Classic, and much more. LGS was headquartered in Boston, MA.LGS was a portfolio company of Jefferson River Capital, a private equity firm based in New York City.

I was responsible for leading the FP&A function at TRC. TRC is a national engineering, environmental consulting and construction management firm providing integrated services to the power, environmental, infrastructure and oil and gas markets. TRC serves a broad range of commercial, industrial and government clients, implementing complex projects from initial concept to operations. TRC is 4,000+ technical professionals and support personnel at more than 120 offices in the U.S. and the U.K. TRC is a portfolio company of New Mountain Capital, a private equity firm based in New York City.

PAREXEL is a leading Contract Research Organization (CRO) and conducts clinical trials on behalf of its pharmaceutical clients to expedite the drug approval process.While at PAREXEL, I led a high-performing, international finance team that managed the financials for a portfolio of approximately 200 clinical trials, with over $2 billion in contract value and spanned roughly 100 clients. My team and I worked closely with operational leaders to ensure profitable delivery of clinical trials. I also worked closely with our pharmaceutical clients as the primary contact for financial related concerns or issues within the Growth Accounts portfolio. Prior to my role in project finance, I spent time in the commercial finance group focused primarily on profitability analysis, management reporting, analysis of contract commercial terms, and M&A support.

CAMP Systems is the leading provider of maintenance tracking software and solutions to the private aviation industry. While at CAMP, I facilitated in the transition of the company’s CFO and developed the Financial Planning & Analysis function. I worked closely with the company’s executive leadership as well as the company’s private equity sponsors. CAMP was a portfolio company of GTCR, a Chicago-based private equity firm. I led the annual budgeting process and oversaw all financial reporting across the company - achieving EBITDA budget to actual variance of less than 1%. I was responsible for compiling the quarterly materials for the Board of Director meetings and maintaining the long-term forecast model outlining anticipated returns to investors. Other achievements include: selecting and helping to implement a new ERP system, leading the financial due diligence from the company side for a $472.5 million recapitalization transaction, M&A support, and providing financial support for the successful negotiation of a new MSA with a key customer.

Wayfair is a Boston-based online retail startup that has experienced tremendous growth and has become the largest online-only retailer for home furniture in the United States.I worked closely with multiple departments, including marketing, software engineering, creative design and data science. I analyzed via SQL several databases containing customer purchase history, website interaction, promotional engagement and demographic data to determine an effective and profitable means of customer segmentation. I also worked on the design of A/B multivariate testing opportunities in email campaigns to establish insight into customer behavior and purchasing decisions, focused primarily on efforts to drive customer retention.

Financial consultant to a rapidly growing French flash-sale site (Groupon competitor). Company was acquired by Smartbox in 2012.

Jefferies is a top-tier middle market investment banking firm.At Jefferies I was a member of the highly ranked Restructuring & Recapitalization Group. I worked on several high profile in-court and out-of-court restructuring and bankruptcy engagements, including: Gateway Casinos and Entertainment, Masterplan, Inc., Hooters Casino and Hotel, Medical Staffing Networks, Delphi, and others. As a key member of lean deal teams, I was responsible for creating presentation materials and detailed financial models to analyze recapitalization, M&A, and LBO scenarios. I performed valuations of companies via discounted cash flow analysis, LBO modeling, comparable company analysis and precedent transaction analysis. I was also actively involved in Wharton’s campus recruiting and performed technical training for incoming analysts.

As part of the Investment Banking Generalist Program I had the opportunity to participate on live deals in various industries across different product types (public offerings, M&A, restructuring, refinancing, etc.).