
University of Chicago · Class of 2006

University of Chicago · Class of 2006
- TechCXO Partner (CFO Practice) Sep 2020 - Present - Helping Fortune 500 companies and Tech start-ups / portfolio companies on Interim / Fractional CFO - TechCXO is a management consulting firm that provides exp…
- Aug 2018 - Dec 2019 - Responsible for all aspects of business development, including institutional sales, portfolio acquisitions - Actively worked with sales teams and CEO / CFO to build a strong revenue pipeline for 2…
- Responsible for all aspects of strategic investments, business development, product management - Identified opportunities for acquisitions and developed appropriate business goals for the next 5 years - Revamped report…
- Managed segment CFOs that support the underlying business units - Led finance team on new credit card deals such as LivingSocial, British Air Canada, Amazon, etc., and led strategic analysis and deal execution - Respon…
- Responsible for the preparation of presentations to CEO of Global Consumer & Online and Executive - Committee - Created quarterly business reviews with CEO and business heads, working closely with product, sales and ma…
- Built complex M&A and Financing models using discounted cash flow, comparable public company - Executed IPO of Capitol Acquisition Corp. and helped raise $265mm. The company eventually merged - Generated investment ide…
- Advised a major Airline portal on acquisition financing alternatives, merger analysis and credit rating - Performed due-diligence on mid-market companies and selective distressed companies and provided - Advised and ex…
- Performed technology due diligence, buy vs. build analysis for various businesses - Prepared complex models, performed market analysis, including risk analysis and industry research