Fund Manager
2020 - PRESENT
Bamboo Investments
- Invested in 10+ startups across multiple industries and geographies. The portfolio has doubled its value in less than two years.
- Developed an evaluation methodology, considering quantitative and qualitative criteria, enabling us to assess 600+ startups.
- Gave our investors access to venture capital for carefully selected pre-seed and seed-stage startups.
Focus areas: Fundraising, Startup Development, Seed Fundraising, Pre-revenue Valuation, Valuations, Angel Investing, Early-stage Venture Capital, Latin America (LATAM), DCF Valuation, Process Improvement, Business Strategy, Business Performance Management (BPM), Financial Modeling, Wealth Management, Private Equity, Excel Development, Microsoft PowerPoint, Venture Capital, Startup Funding, Early-stage Startups, Presentation Design, Small & Medium-sized Enterprises (SME), Business Modeling, Reporting, Revenue Projections, Market Research Analyst, Venture Funding, Cash Flow Modeling, Business Plan Consulting, Excel, Excel Development, Three-statement Modeling, Capital Raising, Pitch Deck Consulting, Revenue & Expense Projections, Forecasting, Cash Flow Forecasting, Cash Flow, Fundraising Strategy, SaaS, SaaS, GTM Marketing, B2C, Early-stage Funding, United States, Financing, Storytelling Design, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Market Research & Analysis, RiskMetrics, FP&A, Business Modeling, Financial Statements, Subscription Pricing, Angel/Seed Funding, Mobile Apps, Financial Forecasting, Decision Support, Profitability Analysis, Business to Business (B2B), Investment Funds, Underwriting, Design Strategy, Dashboard, Key Performance Indicators (KPIs), Financials, Small Business, Small Business Consulting, Small Business Management, Funding Strategy, Pitch Books, Marketplace Platforms, Mobile App, Digital Health, New Products, Scenario Analysis, Startup Consulting, Client Presentations, Deal Structuring, Discounted Cash Flow (DCF), Finance, Objectives & Key Results (OKRs), Board Decks, B2B2C, Business to Business to Consumer (B2B2C), Cash Flow Analysis, Waterfall Methodology, Sales Forecasting, Fixed Income, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Sensitivity Analysis, Brand Strategists, E-commerce marketing, DCF Modeling, Financial Analysis, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Investment Cases, Investments
vanilla sky
- Crafted an artisanal crêpe café concept from scratch, which achieved consistently high customer satisfaction, averaging a 4.7-star rating on Google.
- Retained three of the four original employees over three years by empowering the team and offering flexible working hours and financial support, achieving an industry turnover rate of over 70%.
- Maximized profitability, with an operating profit of over 30%, by increasing employee productivity, optimizing pricing, and implementing creative sourcing strategies. A team of three can process up to 250 customer orders in 10 hours.
- Opened two locations to date and bootstrapped initial investments, which I recovered in less than two years despite the pandemic.
Focus areas: Startup Development, Business Planning, Entrepreneurship, Latin America (LATAM), Process Improvement, FP&A, Business Strategy, Business Performance Management (BPM), Financial Modeling, Productivity, Operational Finance, Organizational Design, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Restaurants & Dining, Startup Funding, Early-stage Startups, Restaurant Operations, Presentation Design, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Forecasting, Business Modeling, Budgeting Consulting, Process Mapping, Revenue Projections, Market Research Analyst, Venture Funding, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Management, Excel, Excel Development, Capital Raising, Cash Flow Forecasting, Cash Flow, Consumer Products, Fundraising Strategy, GTM Marketing, B2C, Early-stage Funding, Pricing Strategy, Pricing Analysis, Pricing, Competition Research, Cost Accounting, Financing, Credit/Debt, Storytelling Design, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Market Research & Analysis, Business Modeling, Financial Statements, Angel/Seed Funding, Financial Forecasting, Decision Support, Profitability Analysis, Design Strategy, Go-to-market Plans, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, Foodtech, Food Delivery Services, Financials, Small Business, Small Business Consulting, Small Business Management, Debt Analysis, Funding Strategy, Food & Beverage, Retail & Wholesale, Profitability Optimization, Short-term Investments, New Products, Financial Operations & Processes, AR/AP Management, Accounts Payable, Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Cash Flow Analysis, Monetization Product Management, Control & Cost Analysis, Sales Forecasting, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Sensitivity Analysis, Brand Strategists, Gross Margins, Unit Pricing, Financial Analysis, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Investment Cases, Investments, Franchises
Business Consultant
2018 - PRESENT
Freelance Clients
- Built dynamic financial models, comparing the economics of mixed-use projects to determine the best use of two land plots, highlighting differences in the internal rate of return, yield on cost, and capital requirements of up to $160 million.
- Raised $200,000 of pre-seed capital for a social media application startup by developing the business plan, financial model, company valuation, and investor presentation.
- Performed due diligence and financial analysis for an athlete professional to decide on a $300,000 equity investment in a sports startup.
- Developed a business plan for a ghost restaurant and provided owners with analysis tools for menu costing and pricing, profitability analysis, and cash flow projections.
- Created a business plan and FP&A processes for an education startup, allowing them to grow from 10 to 150 students in less than three years while ensuring profitability from day one.
- Supported an eCommerce business owner during the sale of her business by doing a company valuation and negotiating the best possible terms with potential buyers.
- Implemented financial controls and analytics and hired and trained a general manager, allowing the jewelry and watch retailer company owner to refocus his time on other business opportunities.
- Restructured a struggling restaurant by changing the pricing and business model, returning the business to profitability and enabling the owner to raise another round of capital.
- Elaborated a wealth management strategy and retirement plan for two high-net-worth individuals to support short-term investment decision-making.
Focus areas: Fundraising, Startup Development, Business Performance Management (BPM), Organizational Design, Financial Modeling, M&A Modeling, M&A (Sell-side), Business Planning, Wealth Management, Private Equity, Business Restructuring, Profit Turnaround/Restructure, Financial Controls & Processes, Pricing Strategy, Growth Strategy, Mentorship & Coaching, FP&A, Latin America (LATAM), DCF Valuation, Process Improvement, Balance Sheets, M&A Strategy, Business Strategy, Productivity, Operational Finance, Interim CFOs, Angel Investing, Seed Fundraising, Pre-revenue Valuation, Valuations, M&A, Due Diligence, Excel Development, Microsoft PowerPoint, Venture Capital, SaaS, Restaurants & Dining, Startup Funding, Early-stage Startups, Restaurant Operations, Presentation Design, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Forecasting, Business Modeling, Budgeting Consulting, Process Mapping, Interim Financial Controllers, Total Addressable Market (TAM), Revenue Projections, Market Research Analyst, Interim CFOs, Venture Funding, Fundraising, Edtech Design, Subscriptions, Online Media, E-commerce marketing, Business to Consumer (B2C), Cash Flow Modeling, Controller, Cash Flow Management, Supply Chain Management, Business Plan Consulting, Social Media Marketing, Fintech, Fintech, Real Estate, Excel, Excel Development, Three-statement Modeling, Capital Raising, Pitch Deck Consulting, Technology, Cash Flow Forecasting, Cash Flow, SME/SMB Financing, Debt Financing, Consumer Products, Health & Wellness, Fundraising Strategy, SaaS, GTM Marketing, B2C, Early-stage Funding, Information Memoranda, Pricing Analysis, Pricing, Competition Research, Investment Banking, Capital Structuring, Waterfall Modeling, Cap Tables, Real Estate Development, Cost Accounting, Financing, Credit/Debt, Hospitality, Storytelling Design, P&L Analysis, P&L Forecasting, Profit & Loss (P&L), Market Research & Analysis, RiskMetrics, Financial Risk Management, Fractional CFOs, Business Modeling, Financial Statements, Commercial Real Estate Finance (CREF), Subscription Pricing, Nonprofits, Construction, Debt Raises, Mobile Apps, Hotels & Lodging, Financial Forecasting, Residential Real Estate, Decision Support, Shopify, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Business to Business (B2B), Design Strategy, Go-to-market Plans, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, Foodtech, Food Delivery Services, Financials, Small Business, Small Business Consulting, Small Business Management, Debt Analysis, Funding Strategy, Social Media Apps, Pitch Books, Marketplace Platforms, Automotive, Food & Beverage, Retail & Wholesale, Pricing, Profitability Optimization, Vacation Rental Management, Short-term Investments, Mobile App, Enterprise SaaS, Holistic Wellness, Artificial Intelligence, Education, For-profit Education, Employee Stock Options, Part-time CFO, Digital Health, New Products, Scenario Analysis, Financial Operations & Processes, Business Consultant, Startup Consulting, Client Presentations, Deal Structuring, AR/AP Management, Policies & Procedures Compliance, Quickbooks, Professional Services, Fitness, Wellness, Discounted Cash Flow (DCF), Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Board Decks, B2B2C, Business to Business to Consumer (B2B2C), Cash Flow Analysis, Waterfall Methodology, Monetization Product Management, Healthcare IT, Control & Cost Analysis, Sales Forecasting, Investment Memoranda, Fixed Income, Revenue Modeling, Monetization Models, Investment Funds, Growth Marketing, Strategic Planning, Sensitivity Analysis, Brand Strategists, Fashion, DCF Modeling, Gross Margins, Unit Pricing, Financial Analysis, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Investment Cases, Investments, Real Estate Investment, Value Creation, Franchises
Finance Consultant
2021 - 2023
Eztellum
- Created a financial model for a $1.1 billion mixed-use real estate project—detailing monthly cash flows, capital structure, and return on investment for investors and allowing real-time sensitivity analysis—then built the fundraising investor pitch.
- Devised a 3-statement financial model for a $100 million education company, enabling the leadership team to run a real-time sensitivity analysis over five years to support strategic decision-making.
- Led the sell-side M&A process of a $30 million dental practices business. I performed the due diligence, developed a business plan, created the absolute and relative company valuation and investor pitch, and negotiated with the buyer.
- Helped a developer build a $35 million real estate fund by creating financial models for three residential projects, including the investor presentation and teasers, and implementing back-office processes.
- Developed a strategic growth plan and detailed the financial model for a SaaS startup to raise $2 million of seed capital.
Focus areas: M&A, Due Diligence, Fundraising, Business Planning, Financial Modeling, Investor Presentations, FP&A, Latin America (LATAM), DCF Valuation, Process Improvement, Balance Sheets, M&A Strategy, Business Strategy, Operational Finance, Startup Development, Angel Investing, Seed Fundraising, Pre-revenue Valuation, Valuations, Organizational Design, M&A Modeling, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Venture Capital, Startup Funding, Early-stage Startups, Presentation Design, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Forecasting, Business Modeling, Budgeting Consulting, Total Addressable Market (TAM), Revenue Projections, Market Research Analyst, Project Finance Consulting, Venture Funding, Fundraising, Edtech Design, Business to Consumer (B2C), Cash Flow Modeling, Business Plan Consulting, Real Estate, Excel, Excel Development, Three-statement Modeling, Capital Raising, Pitch Deck Consulting, Technology, Cash Flow Forecasting, Cash Flow, SME/SMB Financing, Debt Financing, Consumer Products, Fundraising Strategy, SaaS, SaaS, GTM Marketing, B2C, Early-stage Funding, Information Memoranda, Pricing Strategy, Pricing Analysis, Pricing, Competition Research, Leveraged Buyout (LBO), Investment Banking, Capital Structuring, Waterfall Modeling, Cap Tables, Real Estate Development, Financing, Credit/Debt, Hospitality, Storytelling Design, P&L Analysis, P&L Forecasting, Profit & Loss (P&L), Market Research & Analysis, RiskMetrics, Financial Risk Management, Business Modeling, Financial Statements, Commercial Real Estate Finance (CREF), Subscription Pricing, Construction, Debt Raises, Mobile Apps, Transaction Comparables, Financial Forecasting, Residential Real Estate, Decision Support, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Business to Business (B2B), Design Strategy, Go-to-market Plans, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, Financials, Small Business, Small Business Consulting, Small Business Management, Debt Analysis, Funding Strategy, Pitch Books, Pricing, Profitability Optimization, Short-term Investments, Education, For-profit Education, New Products, Scenario Analysis, Financial Operations & Processes, Business Consultant, Startup Consulting, Client Presentations, Deal Structuring, M&A Due Diligence (Financial), Discounted Cash Flow (DCF), Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Board Decks, Cash Flow Analysis, Waterfall Methodology, Monetization Product Management, Control & Cost Analysis, Sales Forecasting, Investment Memoranda, Fixed Income, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Sensitivity Analysis, DCF Modeling, Gross Margins, Unit Pricing, Financial Analysis, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Investment Cases, Investments, Value Creation, Franchises
mymo
- Developed a personal finance application to help improve how people manage their money through expense tracking and budgeting.
- Built a financial model and investor pitch, raised $200,000 to create a minimum viable product, and launched the campaign.
- Launched the application's initial version and attracted 1,000+ users in 15 weeks.
Focus areas: Fundraising, Startup Development, Business Planning, Entrepreneurship, Latin America (LATAM), Process Improvement, Business Strategy, Business Performance Management (BPM), Financial Modeling, Operational Finance, Seed Fundraising, Pre-revenue Valuation, Valuations, Organizational Design, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Venture Capital, SaaS, Startup Funding, Presentation Design, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Forecasting, Business Modeling, Budgeting Consulting, Process Mapping, Software Development, Total Addressable Market (TAM), Revenue Projections, Market Research Analyst, Venture Funding, Subscriptions, Business to Consumer (B2C), Cash Flow Modeling, Business Plan Consulting, Fintech, Fintech, Excel, Excel Development, Three-statement Modeling, Capital Raising, Technology, Cash Flow Forecasting, Cash Flow, Consumer Products, Fundraising Strategy, SaaS, GTM Marketing, B2C, Early-stage Funding, B2B Design, Competition Research, Financing, Storytelling Design, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Market Research & Analysis, Business Modeling, Financial Statements, Subscription Pricing, Angel/Seed Funding, Mobile Apps, Financial Forecasting, Decision Support, Profitability Analysis, Design Strategy, Go-to-market Plans, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, Financials, Small Business, Small Business Consulting, Small Business Management, Funding Strategy, Pitch Books, Mobile App, Chatbot Development, Part-time CFO, New Products, Scenario Analysis, Financial Operations & Processes, Client Presentations, Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Cash Flow Analysis, Monetization Product Management, Control & Cost Analysis, Sales Forecasting, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Brand Strategists, Unit Pricing, Financial Analysis, Cost Analysis, Marketing Research & Analysis, Revenue Analysis, Investment Cases, Investments
Risk Finance Leader | Latin America
2015 - 2018
GE Vernova
- Exceeded expectations on the 2016 operating profit target for long-term service contracts by 120% by leading various productivity initiatives and two $100 million contract renegotiations.
- Developed a standardized tool to evaluate the contract renegotiations financials, allowing for real-time scenario analysis and speeding up decision-making.
- Rolled out long-term service contract risk assessment tools to newly integrated sub-businesses for evaluating contract termination risks and deferred revenue exposure.
Focus areas: Commercial Finance, Risk Models, Financial Modeling, Risk Analysis, Contract Negotiation, Productivity, Operational Finance, Latin America (LATAM), Process Improvement, Risk Assessment, Mentorship & Coaching, Business Restructuring, Profit Turnaround/Restructure, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Presentation Design, Revenue & Expense Projections, Forecasting, Business Modeling, Budgeting Consulting, Reporting, Process Mapping, Revenue Projections, Excel, Excel Development, Cash Flow Forecasting, Cash Flow, Accounting, Energy, Information Memoranda, B2B Design, United States, Cost Accounting, US GAAP Accounting, Storytelling Design, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, RiskMetrics, Financial Risk Management, Business Modeling, Financial Statements, Financial Forecasting, Decision Support, Profitability Analysis, Business to Business (B2B), Design Strategy, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, Financials, Pitch Books, Profitability Optimization, Short-term Investments, Monthly Close Process, Internal Financial Reporting, Financial Operations & Processes, Client Presentations, Deal Structuring, Discounted Cash Flow (DCF), Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Board Decks, Cash Flow Analysis, Monetization Product Management, Control & Cost Analysis, Sales Forecasting, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Sensitivity Analysis, DCF Modeling, Gross Margins, Unit Pricing, Financial Analysis, Cost Analysis, Revenue Analysis, Investments
FP&A Cost Leader | Latin America
2014 - 2015
General Electric
- Met quarterly and annual cost targets for corporate budgets of $200+ million, without exception, by building financial analysis tools and implementing monthly performance reviews that allowed quicker corrective actions for budget leaders.
- Built and led a world-class FP&A shared services team of 30 people, centralizing analysis to increase the efficiency and quality of key metrics.
- Created a high-performance team culture, leading to formal team recognitions by senior GE leaders and seven band promotions within the team.
Focus areas: FP&A, Leadership, Balance Sheets, Shared Services, Latin America (LATAM), Process Improvement, Financial Modeling, Operational Finance, Mentorship & Coaching, Organizational Design, Business Restructuring, Profit Turnaround/Restructure, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Presentation Design, Revenue & Expense Projections, Forecasting, Business Modeling, Budgeting Consulting, Reporting, Process Mapping, Revenue Projections, Excel, Excel Development, Cash Flow Forecasting, Cash Flow, Manufacturing, NetSuite, Accounting, Human Resource Management Systems (HRMS), HR Tools, B2B Design, United States, Cost Accounting, US GAAP Accounting, Storytelling Design, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Business Modeling, Financial Statements, Financial Forecasting, Decision Support, Cost Reduction & Optimization (Cost-down), Profitability Analysis, Business to Business (B2B), Design Strategy, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, ERP Development, Financials, Pitch Books, Profitability Optimization, Short-term Investments, Monthly Close Process, Internal Financial Reporting, Financial Operations & Processes, Client Presentations, Accounts Payable, Policies & Procedures Compliance, Professional Services, Discounted Cash Flow (DCF), Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Board Decks, Cash Flow Analysis, Monetization Product Management, Control & Cost Analysis, Sales Forecasting, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Sensitivity Analysis, DCF Modeling, Gross Margins, Unit Pricing, Financial Analysis, Cost Analysis, Revenue Analysis, Investment Cases, Investments
CFO and Statutory Director | Latin America
2012 - 2014
GE Intelligent Platforms (acquired by Emerson Electric)
- Developed a business plan for the 2014 software growth strategy, achieving an incremental investment that enabled regional direct sales and channel management structure.
- Implemented process improvements to drive commercial growth, including a commercial risk review process, a sales and orders forecasting tool, shipping risk analysis, management package KPIs, and daily commercial performance reporting.
- Reorganized two regional finance teams to align with commercial growth, including building the commercial finance organization and migrating the accounting team to shared services.
- Initiated compliance investigations which led to the regional sales and leadership team's reorganization.
Focus areas: FP&A, Interim CFOs, Business Strategy, Pricing, Commission Planning, Business Planning, Commercial Finance, Business Performance Management (BPM), Compliance, Pricing Strategy, Shared Services, Latin America (LATAM), Process Improvement, Balance Sheets, Risk Assessment, Financial Modeling, Operational Finance, Mentorship & Coaching, Organizational Design, Business Restructuring, Profit Turnaround/Restructure, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Presentation Design, Revenue & Expense Projections, Forecasting, Business Modeling, Budgeting Consulting, Reporting, Process Mapping, Interim Financial Controllers, Revenue Projections, Inventory Management, Controller, Cash Flow Management, Supply Chain Management, Excel, Excel Development, Cash Flow Forecasting, Cash Flow, Manufacturing, Accounting, Human Resource Management Systems (HRMS), HR Tools, GTM Marketing, B2B Design, Pricing Analysis, United States, Cost Accounting, US GAAP Accounting, Storytelling Design, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Financial Risk Management, Fractional CFOs, Business Modeling, Financial Statements, Financial Forecasting, Decision Support, Cost Reduction & Optimization (Cost-down), Turnaround, Profitability Analysis, Business to Business (B2B), Design Strategy, Go-to-market Plans, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, ERP Development, Financials, Pitch Books, Profitability Optimization, Short-term Investments, Monthly Close Process, Internal Financial Reporting, Part-time CFO, Financial Operations & Processes, Client Presentations, Deal Structuring, AR/AP Management, Accounts Payable, Policies & Procedures Compliance, Accounts Receivable, Professional Services, Discounted Cash Flow (DCF), Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Board Decks, Cash Flow Analysis, Monetization Product Management, Control & Cost Analysis, Sales Forecasting, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Sensitivity Analysis, DCF Modeling, Gross Margins, Unit Pricing, Financial Analysis, Cost Analysis, Revenue Analysis, Investment Cases, Investments
Commercial FP&A Manager
2010 - 2012
GE Intelligent Platforms (acquired by Emerson Electric)
- Led the successful budgeting and analysis of four P&Ls across Europe, the Middle East, and Africa, achieving $139 million in revenue in 2011.
- Developed the business plan with the general manager to grow the Germany business seven times by 2014, building tactical growth initiatives and inorganic plays, including target evaluation.
- Improved sales forecasting accuracy by implementing a risk assessment tool with the supply chain team to quantify sales risks.
- Performed a regional profitability analysis which resulted in the realignment of the European sales strategy.
Focus areas: Commercial Finance, FP&A, Budgeting Consulting, Business Planning, M&A Strategy, Pricing Strategy, Commission Planning, DCF Valuation, Process Improvement, Business Strategy, Business Performance Management (BPM), Operational Finance, Business Restructuring, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Presentation Design, Revenue & Expense Projections, Forecasting, Business Modeling, Reporting, Process Mapping, Revenue Projections, Inventory Management, Cash Flow Management, Supply Chain Management, Excel, Excel Development, Financial Modeling, Cash Flow Forecasting, Cash Flow, Manufacturing, Accounting, Human Resource Management Systems (HRMS), HR Tools, GTM Marketing, B2B Design, Pricing Analysis, Pricing, Cost Accounting, US GAAP Accounting, Storytelling Design, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Business Modeling, Financial Statements, Financial Forecasting, Decision Support, Cost Reduction & Optimization (Cost-down), Turnaround, Profitability Analysis, Business to Business (B2B), Design Strategy, Dashboard, Key Performance Indicators (KPIs), Financial Reporting, ERP Development, Financials, Pitch Books, Profitability Optimization, Monthly Close Process, Internal Financial Reporting, Financial Operations & Processes, Client Presentations, AR/AP Management, Policies & Procedures Compliance, Accounts Receivable, Discounted Cash Flow (DCF), Finance, Annual Planning, Crisis Management, Objectives & Key Results (OKRs), Board Decks, Cash Flow Analysis, Monetization Product Management, Control & Cost Analysis, Sales Forecasting, Revenue Modeling, Monetization Models, Growth Marketing, Strategic Planning, Sensitivity Analysis, DCF Modeling, Gross Margins, Unit Pricing, Financial Analysis, Cost Analysis, Revenue Analysis, Investment Cases, Investments
Corporate Audit Staff
2008 - 2010
General Electric
- Adjusted over 35% of inadequate balances for work-in-progress and estimated cost accruals of €35 million at GE Oil & Gas.
- Performed a reserve adequacy review at Budapest Bank and recommended changing the analysis period to consider short-term market changes.
- Developed a risk assessment framework for 100+ GE money bank branches.
- Led the assessment and correction of 967 export control classifications at GE Aviation.
- Conducted a security standards compliance audit across 22 GE businesses worldwide, identifying key weaknesses and proposing a go-forward improvement plan.
Focus areas: Compliance, Audits, Balance Sheets, Risk Assessment, Process Improvement, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Presentation Design, Business Modeling, Oil & Gas, Reporting, Process Mapping, Excel, Healthcare App Design, Revenue & Expense Projections, Forecasting, Cash Flow Forecasting, Cash Flow, Manufacturing, Accounting, Information Memoranda, B2B Design, United States, Cost Accounting, US GAAP Accounting, Financial Statements, Financial Forecasting, Decision Support, Business to Business (B2B), Dashboard, Key Performance Indicators (KPIs), Financials, Pitch Books, Monthly Close Process, Internal Financial Reporting, Financial Operations & Processes, Client Presentations, Policies & Procedures Compliance, Accounts Receivable, Discounted Cash Flow (DCF), Finance, Annual Planning, Objectives & Key Results (OKRs), Board Decks, Control & Cost Analysis, Sales Forecasting, Gross Margins, Financial Analysis, Cost Analysis
Financial Management Program Member
2006 - 2008
General Electric
- Implemented a forecasting tool to calculate the effects of exchange rate and raw material price fluctuations on the €1.8 billion service contract portfolio, which enabled live sensitivity analysis.
- Led a 3-person team to validate the existence and tagging of fixed assets worldwide, which helped identify various discrepancies.
- Reconciled €6 million of consigned inventory, adjusted inaccuracies, and implemented a control process to validate balances moving forward.
- Reviewed the project portfolio to determine key drivers for margin erosion and incorporated findings into contract T&Cs.
Focus areas: FP&A, Project Leadership, Commercial Finance, Process Improvement, Financial Controls & Processes, Excel Development, Microsoft PowerPoint, Presentation Design, Revenue & Expense Projections, Forecasting, Business Modeling, Oil & Gas, Budgeting Consulting, Reporting, Process Mapping, Revenue Projections, Inventory Management, Excel, Cash Flow Forecasting, Cash Flow, Manufacturing, Accounting, B2B Design, Excel VBA, Cost Accounting, US GAAP Accounting, Renewables, Green Energy, P&L Forecasting, Profit & Loss (P&L), Financial Statements, Financial Forecasting, Decision Support, Profitability Analysis, Business to Business (B2B), Dashboard, Key Performance Indicators (KPIs), Financial Reporting, Financials, Pitch Books, Monthly Close Process, Internal Financial Reporting, Financial Operations & Processes, Client Presentations, Policies & Procedures Compliance, Discounted Cash Flow (DCF), Finance, Annual Planning, Objectives & Key Results (OKRs), Control & Cost Analysis, Sales Forecasting, Financial Analysis, Cost Analysis