Dynamic finance professional with experience in investment banking, corporate finance, and equity research. Proven expertise in financial modeling and data analytics, achieving significant budget savings. Strong communicator and strategic thinker, adept at driving business growth through insightful analysis and effective client engagement.
• Support M&A transactions and capital raises within the software sector, collaborating with senior bankers and clients (participated in five M&A transactions and one capital raise)
• Assist in preparing marketing materials, financial models, client presentations, and data rooms to drive deal execution
• Handle ad-hoc requests, including investor communications and client due diligence, ensuring smooth coordination across transaction processes
• Lead internal marketing initiatives, including client pipeline database management, quarterly marketing outreach processes, and marketing key performance indicators
• Drive FP&A initiatives in capital depreciation for foundry manufacturing equipment
• Develop quarterly, annual, and long-term forecasts for capital equipment depreciation with precision and strategic insight
• Conduct variance analysis to reconcile forecasted vs. actual depreciation figures
• Achieved ~$48M in annual budget savings improving accuracy of team's financial model
• Conduct market analysis to identify key customer segments for cloud & enterprise market share expansion
• Develop and present strategic recommendations to optimize product positioning and drive business growth
• Analyze high-spending keywords, ad groups, and campaigns on Google Ads to optimize advertising performance
• Execute daily campaign optimizations for Info.com’s Australia-targeted advertising initiatives on Google Ads
• Manage buy-side purchasing decisions, driving account growth within Info.com’s Australia-targeted campaigns
• Conduct search trend analysis, identifying profitable opportunities for law-related searches in the Netherlands
Portfolio Manager | Equity Valuation Lead | University of Oregon Masters Investment Group
• Co-lead the management of two actively traded portfolios: U.S. Large Cap Equities and Emerging Markets Large Cap Equities
• Apply professional investment strategies and valuation techniques in collaboration with MBA and Master of Finance students
• Conduct in-depth equity research and financial analysis to drive portfolio decision-making
• Mentor student analysts in valuation methodologies (Discounted Cash Flow, Adjusted Present Value, and Comparable Company Multiples), equity research reports, and investment presentations
Senior Analyst | Equity Research | University of Oregon Investment Group
• Contribute to the management of $2M+ across two portfolios: U.S. Large Cap Equities and U.S. Small Cap Equities
• Conduct equity valuation for publicly traded securities using Discounted Cash Flow (DCF) and Comparable Company Analysis
• Perform in-depth equity research, producing formalized valuation reports that inform investment decisions
• Deliver stock pitches, presenting and defending investment recommendations to fellow analysts and group members