- Helped fundraise $30 million for startups and mid-sized clients across industries, including retail, banking, construction, and hospitality.
- Organized financial valuation and strategy and reduced accounting and finance costs of teams by 25% to 40%.
- Created investor and decks, performed company due diligence for buy-side transactions, and supervised data room preparation for sell-side transactions.
Focus areas: Financial Analysis, Finance, Fundraising, Accounting, Capital Asset Pricing Model (CAPM), Asset Allocation, Equities, Bloomberg Terminal, Revenue & Expense Projections, Equity Research, Equity Research Analysis, Metals & Mining, Scenario Analysis, Capital Markets, Marketplace Platforms, CFO, Interim CFO, Market Segmentation, Market Research Analyst, Business Plan Consulting, Market Research, Valuation, RiskMetrics, Renewable Energy, Venture Capital, Financing, Investment Banking, Clean Energy, Manufacturing, Financial Planning & Analysis (FP&A), Three-statement Modeling, Cash Flow Management, Budgeting, Cash Flow Analysis, Construction, M&A (Sell-side), Mezzanine, Solar, Debt, Business Loans, Small & Medium-sized Enterprises (SME), Early-stage Startups, SME/SMB Financing, Loans & Lending, United States, Financial Forecasting, M&A (Buy-side), Cross-border M&A, Entertainment & Leisure, Due Diligence, M&A Due Diligence (Financial), Fractional CFO, Real Estate, REITs, Real Estate Investment Trust (REIT), Investment Memoranda, Asset-based Finance, Credit/Debt, Consumer Lending, Inventory Management, Financial Risk Management, Pricing Models, Pitch Deck Consultant, Seed Fundraising, Strategy, Food & Beverage, Franchises, Investments, Controller, Cash Management, Inventory Cost Accounting, Monthly Close Process, SaaS, Technology, Platforms, DCF Modeling, Energy Storage, United Kingdom, Confidential Information Memorandum (CIM), Interim Financial Controller, Process Mapping, Reporting, Cash Flow, Oil & Gas, Project Finance, Total Addressable Market (TAM), Revenue Projections, Mobility, Data Analysis, Investment Analysis, Investment Committee Advisory, Deal Sourcing, Investment Briefs, Private Equity, Fintech, Fintech Consultant, Excel Modeling, Excel Expert, Debt Financing, Microsoft PowerPoint, Information Memoranda, Business Strategy, Family Office, Higher Education, Fund Accounting & Administration, Software as a Service (SaaS), Early-stage Funding, Excel 2016, Capital Structuring, Cap Tables, Waterfall Modeling, Real Estate Development, Cryptocurrency Exchanges, Biotech, Investment Funds, Equity Raises, Debt Raises, Cost Accounting, Xero, US GAAP, Grants, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Healthcare, Chief of Staff, GAAP, GAAP Compliance, Bookkeeping, Financial Transformation, Change Management, Project Management, Data, Taxation, Pricing, Pricing Strategy, B2B, Renewables, Green Energy, Financial Modeling, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Business Planning, Commercial Real Estate Finance (CREF), Hedge Funds, Early-stage Venture Capital, Analysis, International Finance, Administrative Procedures, Systems & Procedures, Equity Markets, Statistics, Statistical Analysis, Exercise & Fitness, Wellness, Process Design, Cash Flow Modeling, Consumer Loans, Asia-Pacific (APAC), Singapore, Japan, Business to Business (B2B), Merchant Cash Advances, Cohort Analysis, UK GAAP, Audits, Complex Account Reconcilliations, Inter-company Reconcilation, Reconciliation, Business Analysis, B2B Partnerships, Digital Media, Credit Analysis, Banking & Finance, Credit Risk, Risk, Decentralized Finance (DeFi), Financial Risk Assessment, Digital Product Development, Revenue Recognition, Month-end Processes, Operational Finance