Ampleo
- Oversaw five M&A deals, quality of earnings audits, and IPO preparation for an eCommerce company.
- Led the FP&A, M&A, and SPAC preparation for an aircraft company.
- Managed the financial modeling and FP&A for a fire rescue company.
Focus areas: Mergers & Acquisitions (M&A), Pre-ICO, Pre-IPO, Quality of Earnings, Financial Planning & Analysis (FP&A), Software as a Service (SaaS), GAAP, IFRS Financial Reporting, Investor Reporting, Three-statement Modeling, Budgeting, Forecasting, Free Cash Flow (FCF), Cash Flow Forecasting, Finance Reports, Reporting, Accounts Payable, Accounts Receivable, Controller, Financial Statement Preparation, Investment Committee Advisory, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Due Diligence, Leveraged Buyout (LBO), Small & Medium-sized Enterprises (SME), Revenue & Expense Projections, SAP Analytics Cloud (SAC), IFRS 15, Revenue Recognition, United Kingdom, Business Strategy, Venture Capital, Equity Research, Project Finance, Monte Carlo Simulations, Market Research, Early-stage Startups, Commercial Real Estate Finance (CREF), Business Models, Medical Software, Strategy, CFO, Operations, Software, Telemedicine, Growth, Performance, Blockchain & Cryptocurrency, Trading, Cryptocurrency, Bitcoin, Ethereum, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Construction, Financial Analysis, Investor Presentations, Growth Strategy, Fintech, Specialty Finance, eCommerce, Shopify, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Market Research Analyst, Business Plan Consulting, Saudi Arabia, Business Planning, Middle East, Environment, Account Management, Interim CFO, Fractional CFO, Part-time CFO, UK GAAP, Business Services, Policies & Procedures Compliance, Automation, Pricing, Seed Fundraising, Fundraising Strategy, RiskMetrics, Supply Chain, Consumer Products, Electronics, Organization, Key Performance Indicators (KPIs), M&A Due Diligence (Financial), Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Controllership, Virtual CFO, Comparable Company Analysis, Canada, Discounted Cash Flow (DCF), B2C, Apps, Business to Consumer (B2C), Asset Valuation, Certified Valuation Analyst, International Growth, Business Structuring, Consumer Electronics, Manufacturing, High-tech Startups, Automotive, Audit Management, Residential Real Estate, Agriculture, Waterfall Modeling, Oil & Gas, Infrastructure, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Startup Growth Strategy Development, Technology, Operational Finance, Consumer Packaged Goods (CPG), Media, Tax Accounting, Film & Television, Fundraising Consultant, Private Equity, Investment Thesis, Mezzanine, Dashboards, Performance Analysis, Crowdsourcing, Crowdfunding Consultant, Crowdfunding, Kickstarter, Artificial Intelligence (AI), Machine Learning, Public Company Reporting, Public Companies, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Paid Advertising, COO, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Variance Reporting, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Crypto, Data Science, Blockchain, Monthly Close Process, Music, Music Publishing, Music Production, Education, Edtech Design, For-profit Education, Education Technology (Edtech), Chatbots, Compliance, Business Operations, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Investments & Risk Management, Family Office COO, Advisory, Process Optimization, Business Technology, Social Networks, Late-stage Funding, M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Property Management, Capital Raising, Limited Partnerships, Search Fund, Search Fund Expert, Term Sheet Advisory, Real Estate Development, Portfolio Analysis, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Investment Banking, Investment Presentations, Data, Business Setup, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Food & Beverage, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, maxio, Business Process Management (BPM), Excel VBA, Bloomberg, Hedge Funds, Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Waterfall Methodology, Return Analysis, Psychology & Mental Health, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Valuation, Intellectual Property Valuation, Private Equity Valuation, Loans, Gaming, Controllership/Accounting, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Professional Services, Payroll & Benefits, Tax Planning, Web3, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Expert Witness, Plastics, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Business Consulting, Direct to Consumer (D2C), Leveraged Finance, ROI, Sales, Pricing Models, Pricing Plans, Due Diligence Consultant, eCommerce Analysis, Demand Planning, Data Modeling, Business Analytics, Business Intelligence (BI), Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Personal Finance, Islamic Finance, Islamic Banking, Scenario Analysis, Tobacco, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Crowdinvesting, Equity Crowdfunding, Regulation Crowdfunding, Financial Writer, Capital Markets, Copywriting, Stock Market, P&L Analysis, Logistics & Warehousing, Storage, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Bookkeeping, Xero Accounting, Lending, Market Models, Marketing Analytics, Investment Funds, Fintech Consultant, Trading Systems, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Rewards, Luxury Goods, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), ICO, Mentorship & Coaching, Financial Forecasting, Microsoft Power BI, Refinancing, Transaction Advisory
Research Analyst
2023 - 2023
Australian Investment Firm
- Researched, analyzed, and provided recommendations for a multi-billion renewable energy project.
- Analyzed the Australian solar industry and battery pricing dynamics.
- Assessed, analyzed, and provided recommendations for a potential investment in a renewable energy debt fund.
Focus areas: Venture Capital, Financial Modeling, Equity Research, Project Finance, Renewables, Renewable Energy, Pitch Decks, Forecasting, Valuation, Fundraising, Business Services, M&A Due Diligence (Financial), Wealth Management, Asset Valuation, International Growth, Business Structuring, Infrastructure, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Technology, Private Equity, Investment Thesis, Performance Analysis, Vendors & Suppliers, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Cash Flow Modeling, B2B, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Advisory, Late-stage Funding, Mergers & Acquisitions (M&A), M&A Strategy, Term Sheet Negotiations, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Investment Banking, Investment Presentations, Data, Excel Expert, Waterfall Methodology, Return Analysis, Loans, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Acquisitions, Business Consulting, Leveraged Finance, ROI, Due Diligence Consultant, Data Modeling, Business Analytics, Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, Equity Research Analysis, M&A Analysis, Investment Ideas, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Financial Writer, P&L Analysis, Lending, Market Models, Investment Funds, Fintech Consultant, Excel 365, CAPEX, Profit & Loss (P&L), Mentorship & Coaching, Financial Forecasting, Transaction Advisory
Founder and CEO
2015 - 2021
WELL
- Grew revenue to $1.5 million annual run-rate six months after the launch.
- Created the largest network of over 1,000 physical, occupational, and speech therapists in California.
- Designed and led the development of the HIPAA compliant on-demand marketplace platform.
Focus areas: Fundraising, Startups, Healthcare IT, Telehealth, Healthcare, Pitch Deck Consultant, Pitch Decks, United States, Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Tables, Business Strategy, Venture Capital, Market Research, Early-stage Startups, Business Models, Medical Software, Strategy, CFO, Operations, Software, Telemedicine, Growth, Performance, Blockchain & Cryptocurrency, Trading, Cryptocurrency, Bitcoin, Ethereum, Decision Support, Cash Flow Management, Cash Flow Analysis, Financial Analysis, Investor Presentations, Growth Strategy, eCommerce, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Business Plan Consulting, Business Planning, Seed Fundraising, Fundraising Strategy, Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Discounted Cash Flow (DCF), Apps, Business to Consumer (B2C), Consumer Electronics, Manufacturing, High-tech Startups, Audit Management, Startup Growth Strategy Development, CEO, Technology, Operational Finance, Film & Television, Fundraising Consultant, Dashboards, Performance Analysis, Crowdfunding Consultant, Crowdfunding, Audits, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, COO, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Cash Flow Modeling, B2B, Profitability Optimization, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Health, Crypto, Data Science, Blockchain, Monthly Close Process, Compliance, Business Operations, Performance Improvement, Process Optimization, Business Technology, M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Capital Raising, Term Sheet Advisory, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Investment Presentations, Data, Business Setup, Logistics, Reports, Sales Growth, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, White Papers, Financial Controls & Processes, Internal Control, Psychology & Mental Health, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Intellectual Property Valuation, Loans, Controllership/Accounting, Operating Models, Payroll & Benefits, Tax Planning, Web3, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Direct to Consumer (D2C), ROI, Sales, Pricing Models, Pricing Plans, eCommerce Analysis, Demand Planning, Business Analytics, Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, Equity Research Analysis, M&A Analysis, Investment Ideas, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Financial Writer, P&L Analysis, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Bookkeeping, Xero Accounting, Market Models, Marketing Analytics, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), ICO, Mentorship & Coaching, Financial Forecasting
Founder and CEO
2008 - 2015
Greener Equity
- Bootstrapped to a $4+ million acquisition by Econ Partners, later acquired by Ryan.
- Created one of the largest 409A valuation providers in the USA with thousands of valuations performed.
- Acted as the exclusive 409A valuation provider for Carta with hundreds of valuations performed.
Focus areas: 409A Valuation, Valuation, Financial Modeling, Private Company Valuation, Real Estate, Investment Committee Advisory, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Due Diligence, Leveraged Buyout (LBO), Small & Medium-sized Enterprises (SME), Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Table Formation, Cap Tables, Business Strategy, Venture Capital, Equity Research, Project Finance, Monte Carlo Simulations, Market Research, Early-stage Startups, Commercial Real Estate Finance (CREF), Business Models, Medical Software, Strategy, CFO, Operations, Software, Telemedicine, Growth, Performance, Blockchain & Cryptocurrency, Trading, Cryptocurrency, Bitcoin, Ethereum, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Financial Analysis, Investor Presentations, Growth Strategy, Fintech, Specialty Finance, eCommerce, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Market Research Analyst, Business Plan Consulting, Business Planning, Waste Management, Ecology, Environment, Account Management, Interim CFO, Fractional CFO, Part-time CFO, Business Services, Policies & Procedures Compliance, Automation, Pricing, Seed Fundraising, Fundraising Strategy, RiskMetrics, Supply Chain, Consumer Products, Electronics, Organization, Key Performance Indicators (KPIs), M&A Due Diligence (Financial), Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Controllership, Comparable Company Analysis, Discounted Cash Flow (DCF), B2C, Apps, Business to Consumer (B2C), Asset Valuation, Certified Valuation Analyst, International Growth, Business Structuring, Consumer Electronics, Manufacturing, High-tech Startups, Automotive, Audit Management, Residential Real Estate, Waterfall Modeling, Oil & Gas, Infrastructure, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Startup Growth Strategy Development, CEO, Technology, Operational Finance, Media, Tax Accounting, Film & Television, Fundraising Consultant, Private Equity, Investment Thesis, Mezzanine, Dashboards, Performance Analysis, Crowdsourcing, Crowdfunding Consultant, Crowdfunding, Kickstarter, Artificial Intelligence (AI), Machine Learning, Public Company Reporting, Public Companies, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Paid Advertising, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Small Business Consultants, Variance Reporting, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Health, Crypto, Data Science, Monthly Close Process, Music, Music Publishing, Music Production, Education, Edtech Design, For-profit Education, Education Technology (Edtech), Chatbots, Compliance, Business Operations, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Investments & Risk Management, Family Office COO, Advisory, Process Optimization, Business Technology, Social Networks, Late-stage Funding, Mergers & Acquisitions (M&A), M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Property Management, Capital Raising, Limited Partnerships, Search Fund, Search Fund Expert, Term Sheet Advisory, Real Estate Development, Portfolio Analysis, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Federal Proposals, Grants, Investment Banking, Investment Presentations, Data, Business Setup, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Food & Beverage, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, Excel VBA, Bloomberg, Hedge Funds, Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Waterfall Methodology, Return Analysis, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Intellectual Property Valuation, Private Equity Valuation, Loans, Gaming, Controllership/Accounting, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Professional Services, Payroll & Benefits, Tax Planning, Headcount Management, Inventory Management, Sales Forecasting, Expert Witness, Litigation, Plastics, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Business Consulting, Direct to Consumer (D2C), Leveraged Finance, ROI, Sales, Pricing Models, Pricing Plans, Due Diligence Consultant, eCommerce Analysis, Demand Planning, Data Modeling, Business Analytics, Business Intelligence (BI), Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Personal Finance, Islamic Banking, Scenario Analysis, Tobacco, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Crowdinvesting, Equity Crowdfunding, Regulation Crowdfunding, Financial Writer, Capital Markets, Copywriting, Stock Market, P&L Analysis, Logistics & Warehousing, Storage, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Bookkeeping, Lending, Market Models, Marketing Analytics, Investment Funds, Fintech Consultant, Trading Systems, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Rewards, Luxury Goods, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), ICO, Fund Management, Mentorship & Coaching, Financial Forecasting, Microsoft Power BI, Refinancing, Transaction Advisory
S5 Wireless
- Negotiated and raised $4 million in venture debt from WTI. Helped raise $20 million in venture capital.
- Created processes and systems to manage finance, HR, procurement, payroll, and hiring for 40+ employees.
- Performed forecasting, planning, budgeting, financial modeling, reporting, and financial statements and managed E&Y audits.
Focus areas: Accounting, Financials, Financing, Financial Modeling, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Table Formation, Cap Tables, Business Strategy, Venture Capital, Monte Carlo Simulations, Market Research, Early-stage Startups, Business Models, Strategy, CFO, Operations, Software, Growth, Performance, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Construction, Financial Analysis, Investor Presentations, Growth Strategy, US GAAP, QuickBooks Online, General Ledgers, Cash Flow, Cash Management, Banking & Finance, Apple Keynote, Business Plan Consulting, Business Planning, Account Management, Interim CFO, Fractional CFO, Part-time CFO, Business Services, Policies & Procedures Compliance, Pricing, Seed Fundraising, Fundraising Strategy, RiskMetrics, Supply Chain, Electronics, Organization, Key Performance Indicators (KPIs), M&A Due Diligence (Financial), Startup Funding, SaaS, Portfolio Management, Wealth Management, Pro Forma Financial Statements, Controllership, Virtual CFO, Comparable Company Analysis, Discounted Cash Flow (DCF), Asset Valuation, International Growth, Business Structuring, Manufacturing, High-tech Startups, Audit Management, Waterfall Modeling, Economic Analysis, Pricing Strategy, Sensitivity Analysis, Startup Growth Strategy Development, Technology, Operational Finance, Tax Accounting, Fundraising Consultant, Private Equity, Dashboards, Performance Analysis, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, COO, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Variance Reporting, Internal Financial Reporting, Financial Reporting Dashboards, Startup Consulting, Monthly Close Process, Compliance, Business Operations, Performance Improvement, Process Optimization, Business Technology, Late-stage Funding, M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Capital Raising, Limited Partnerships, Term Sheet Advisory, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Grant Accounting, Federal Proposals, Grants, Investment Presentations, Data, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, Business Process Management (BPM), Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Intellectual Property Valuation, Loans, Controllership/Accounting, Operating Models, Data Analytics, Payroll & Benefits, Tax Planning, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Acquisitions, Regtech, Leveraged Finance, ROI, Pricing Models, Pricing Plans, Demand Planning, Data Modeling, Business Analytics, Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Financial Writer, P&L Analysis, Logistics & Warehousing, Month-end Processes, Cost Modeling, Billing & Collections, Invoicing, Bookkeeping, Xero Accounting, Lending, Market Models, Marketing Analytics, Equity Offerings, Investor Relations, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), Mentorship & Coaching, Financial Forecasting, Transaction Advisory
vSpring Capital
- Assisted with deals such as the acquisition of MediConnect by Verisk for $350 million, Recon Dynamics (formerly S5) – which was acquired by Tricon –Senforce, DriveSafety, and Globalsim.
- Sourced deals, conducted due diligence, negotiated terms, helped operate, and financed companies.
- Contributed to the management of the boards of Cogito, DriveSafety, S5 Wireless, and Senforce.
Focus areas: Early-stage Venture Capital, Venture Funding, Investment Committee Advisory, Investment Memoranda, Pitch Deck Consultant, Pitch Decks, United States, Due Diligence, Leveraged Buyout (LBO), Small & Medium-sized Enterprises (SME), Forecasting, Revenue & Expense Projections, Revenue Recognition, Cap Table Formation, Cap Tables, Business Strategy, Venture Capital, Equity Research, Project Finance, Renewables, Renewable Energy, Monte Carlo Simulations, Market Research, Early-stage Startups, Commercial Real Estate Finance (CREF), Business Models, Strategy, Operations, Software, Growth, Trading, Decision Support, Structuring, Series A, Cash Flow Management, Investment Analysis, Cash Flow Analysis, Construction, Financial Analysis, Investor Presentations, Growth Strategy, Fintech, Specialty Finance, FIG, eCommerce, US GAAP, Cash Flow, Cash Management, Banking & Finance, Market Research Analyst, Business Plan Consulting, Business Planning, Waste Management, Ecology, Environment, Account Management, Consumer Products, Electronics, Organization, Key Performance Indicators (KPIs), Startup Funding, SaaS, Enterprise SaaS, Portfolio Management, Pro Forma Financial Statements, Controllership, Comparable Company Analysis, Discounted Cash Flow (DCF), B2C, Apps, Business to Consumer (B2C), Asset Valuation, International Growth, Business Structuring, Consumer Electronics, Manufacturing, High-tech Startups, Automotive, Waterfall Modeling, Oil & Gas, Infrastructure, Economic Analysis, Sensitivity Analysis, Startup Growth Strategy Development, Technology, Operational Finance, Consumer Packaged Goods (CPG), Media, Film & Television, Fundraising Consultant, Private Equity, Investment Thesis, Mezzanine, Dashboards, Performance Analysis, Crowdfunding, Public Company Reporting, Public Companies, Audits, Target Operating Models, Corporate Governance, Corporate Finance, Reorganization, Sourcing, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Paid Advertising, Business Restructuring, Data Analysis, Competitor Analysis & Profiling, Financial Reporting, Employee Stock Options, Black-Scholes Model, Cash Flow Modeling, B2B, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Variance Reporting, Internal Financial Reporting, Startup Consulting, Health, Education, Edtech Design, For-profit Education, Education Technology (Edtech), Chatbots, Compliance, Business Operations, High Net Worth Individuals (HNWI), Performance Improvement, Financial Services, Investments & Risk Management, Family Office COO, Advisory, Process Optimization, Business Technology, Social Networks, Late-stage Funding, Mergers & Acquisitions (M&A), M&A Strategy, Deal Sourcing, Term Sheet Negotiations, Property Management, Capital Raising, Limited Partnerships, Search Fund, Search Fund Expert, Term Sheet Advisory, Real Estate Development, Portfolio Analysis, Market Research & Analysis, Total Addressable Market (TAM), Competitive Analysis, Grant Accounting, Federal Proposals, Grants, Investment Banking, Investment Presentations, Data, Business Setup, Customer Acquisition Cost (CAC), Logistics, Reports, Sales Growth, Food & Beverage, Business Process Optimization, Process Mapping, Business Process Flow (BPF), Business Processes, Business Process Analysis, Communication, Excel VBA, Bloomberg, Financial Controlling, Financial Controls & Processes, Internal Control, Excel Expert, Waterfall Methodology, Return Analysis, Psychology & Mental Health, Marketing, Management, B2C Marketing, Go-to-market Strategy, Product Launch, Valuation, Intellectual Property Valuation, Private Equity Valuation, Loans, Gaming, Energy, Building & Construction, Electricity, Operating Models, Data Analytics, Professional Services, Capital Budgeting, Headcount Management, Inventory Management, Sales Forecasting, Litigation, Plastics, Foreign Exchange, Value at Risk, Acquisitions, Regtech, Business Consulting, Direct to Consumer (D2C), Leveraged Finance, ROI, Sales, Pricing Models, Pricing Plans, Due Diligence Consultant, eCommerce Analysis, Demand Planning, Data Modeling, Business Analytics, Business Intelligence (BI), Deal Structuring, Business Partnerships, Joint Venture Development, Revenue Modeling, BI Reports, Equity Research Analysis, M&A Analysis, Investment Ideas, Personal Finance, Islamic Finance, Scenario Analysis, Quantitative Analysis, Backtesting, Backtesting Trading Strategies, Investments, Data Collection, Crowdinvesting, Equity Crowdfunding, Regulation Crowdfunding, Financial Writer, Capital Markets, Copywriting, Stock Market, Logistics & Warehousing, Month-end Processes, Cost Modeling, Medical Devices, Billing & Collections, Invoicing, Lending, Market Models, Marketing Analytics, Investment Funds, Fintech Consultant, Equity Offerings, Investor Relations, Monetization, Payment Gateways, Rewards, Luxury Goods, Excel 365, Balance Sheets, CAPEX, Profit & Loss (P&L), Fund Management, Mentorship & Coaching, Financial Forecasting, Refinancing, Transaction Advisory