Led Finance and Business Control functions at SaaS scale-up. Laid groundwork for pricing indexation, which contributed 7% revenue growth. Improved operations and data quality through implementation of Hubspot CRM and Younium subscription management system. Drove increased speed and accuracy of financial reporting through streamlining closing processes and offshoring bookkeeping function. Set up business control function, including core KPI tracking and review.

Segment CFO, leading six-person FP&A onshore/offshore team to support reporting and analytics for ~$190mm B2B FinTech subscription software (SaaS) and transaction/services business. Drove strategic projects, including M&A due diligence, scaling of new product/market and investment business cases. Owned and led FP&A processes including forecasting/budgeting, variance analysis, expense control and KPIs reporting.

Created new equity research vertical in ad tech/e-commerce and online media sector for boutique investment bank. Generated investment research and marketed reports to professional investors through phone calls, in-person visits and media appearances.

Generated investment ideas and marketed to institutional and hedge fund clients. Led equity research on small cap ad tech stocks and supported research on large cap media stocks for boutique investment bank and wealth manager.

Identified and proposed long and short investment ideas for multiple J.P. Morgan funds and institutional portfolios. Primary focus on mid/large cap media and retail subsectors.

Led deal-teams on proposed investments and divestitures in hedge funds and other asset management businesses (deal size: $20mm-$2bn). Led financial/deal analysis, and participated in due diligence and negotiation of final agreements.

Associate focused on modeling and valuation on proposed (M&A and equity financing) deals, as well as generation of client pitchbooks for investment bank

Led business development effort to new telecom operators. Headed cross-regional and cross-functional teams of 5-8 people for pan-European sales opportunities, qualifying sales opportunities, developing sales strategy, and influencing key client decision-makers.