Tech Startup focused on media distribution, content monetization, and rights management. • Managed strategic initiative to develop lending standards for asset-backed loans secured by client’s monetizable digital IP; focused on due diligence, structuring, and valuation metrics of associated properties.o Worked in coordination with data science team to complex data sets and develop data driven models to analyze monthly cash flow rate for any digital media property over 6-month incremental periods. o Created a proprietary internal rating system and methodology in order to evaluate risks and client credit worthiness based on qualitative and quantitative factors specific to the music industry. o Conducted due diligence, performed financial analysis using NPV, ROI, and DCF models, and drafted loan proposals based on multiple factors for an aggregate of $15MM+ in proposed lending vs. client assets. • Closed $2.5MM worth of lending across 40 deals with $1.5MM in capital currently outstanding and $1MM in committed capital to fund both pending and outstanding deals. • Assisted in the transition and implementation of general ledgers/ERP Systems from QuickBooks to NetSuite ERP. • Updated financial analyses, projections, and investor presentation to support capital raising for Series B funding.• Updated, monitored and maintained 13-Week Cash Flows to track fiscal performance and cash burn rate to track lending program’s impact on cash flows and account for actual receipt of cash versus invoices received from distribution partners as well as effects of potential new initiatives to expand company’s client base would have on existing cash burn rate. • Maintained and modeled Cap Tables for existing and potential investors. • Performed ad-hoc financial analysis to determine the effects of implementing multiple accounting principles including ASC 350 and ASC 606 on Vydia’s balance sheet.

Start-up Company providing third party electrical service through partnering with insurance companies to bundle services to offer a competitive rate for utilities• Independently researched the market structure and cost drivers for power and potential strategic partnerships.• Performed market research, due diligence, and developed a three statement financial model, breakeven analysis, and ratio analysis for a seed stage startup seeking between $3MM and $5MM in seed funding.• Developed financial models used in support of obtaining a $15MM Revolving Credit Facility from a major bank.

Major pharmaceutical company developing, producing and selling medication and vaccines for medical treatments.• Analyzed FX trade data to develop quantitative model in Microsoft Excel for determining optimal time to rebalance FX derivatives portfolio to reduce volatility and minimize currency translation risk; presented findings, recommendations, and implementation plan to the Finance Senior Leadership Team. • Created dashboard to track currency, and bank performance for FX trading execution on algorithmic trading platforms to reduce unfavorable execution costs.• Researched and wrote memo on explaining of Venezuela’s introduction of the DICOM and the impact this key FX rate change had on Merck; the memo received concurrence from multiple groups across the firm.• Researched and wrote FX market commentary on issues that arose outside of US Market Hours.

Physician medical billing and consulting practice focused on providing medical billing, coding, and consulting services to healthcare providers, hospitals, and surgical centers• Advised clients on ways to improve profitability, operational efficiency, and regulatory issues. • Prepared annual budgets, P&L, revenue forecasts, capital structure analysis, and capital improvement expenditures for firm clients with between $5MM and $25MM dollars in revenue. Key Engagements:• Advised client on how to increase revenue and operational efficiency, resulting in discovery of financial discrepancies and identifying various options to correct these issues, including debt reorganization and potential sale; found a buyer for the client’s assets at a valuation of $200,000 and drafted a transaction plan for the sale. • Collaborated on a team of 4 to develop a 10k sq. ft. Ambulatory Surgical Center. Performed market research, feasibility studies, and oversaw all aspects of financial planning and development of the project, which was completed in 2016 and expected to break-even by 2021.

Regional medical device service provider that specialized on providing blood products for surgical use • Supervised and trained a team of ten client facing technicians in equipment maintenance and operations, sales techniques, and relationship management. Key Achievements:• Renegotiated vendor agreements, resulting in 33% net cost savings and 25% increase in net profit.• Using analytical skills, successfully reorganized accounting and inventory management systems, improving accounts receivable by 20% increase, and reducing inventory carrying cost by 10%.• Developed and implemented a standardized new employee training program and yearly skills review process. • Served as head of Quality Assurance. Achieved 95% success rate for ensuring all hardware in my territory was tested every six weeks to meet state regulatory requirements and standards.

• Supported team of two Relationship Managers with $100MM+ AUM and traded daily average of 200k shares in multiple asset classes for institutional and high-net-worth clients.• Performed financial analysis and developed financial models, custom and ad-hoc performance reports, and investment proposals for prospective and current clients for immediate and long-term deadlines.