Green Boost is a financial literacy platform built to better serve low-FICO score families using live workshops, online mentoring, and select digital tools

Lead Senior Associate on 13 vertical SaaS companies (representing ~$65bn of market valuation), charged with independently conducting complex financial modeling and analysis, incorporating deep understanding of revenue & expense KPIs/drivers, detailed strategic & economic scenario analyses, and in-depth competitive & industry intelligence

Interned with the Business Services team covering Nielsen (NLSN), Thomson Reuters (TRI), Verisk (VRSK), IHS, CoStar Group (CSGP) and MSCI• Independently completed team’s first in-depth industry report on the data analytics sector focusing on the key debates surrounding the industry and presented an OW Nielsen thesis as my best idea based on multiple unmodeled growth opportunities and an undervaluation versus its peers

• Collaborated with small cap growth portfolio managers to research smart grid manufacturer Itron (ITRI). Concluded the fund should not buy, due to lack of long-term competitive advantage and competitors’ upcoming IPOs• Constructed detailed financial and DCF models for Tenneco (TEN) and BorgWarner (BWA). Discovered Tenneco had great potential for long-term growth based on their fuel efficiency initiatives and determined that the company was undervalued based on a DCF and P/E model