Management Consultant

Financial Services | Capital Markets

Management Consulting Senior Analyst

Consulting Analyst Intern

Fall Private Equity Analyst

Senior Product Manager - Fintech

·Interned at a fast-growing management consulting firm focused on executive advisory and best-in-cloud IT solutions ·Provided technology consulting utilizing Anaplan, a cloud-based, SaaS Connected Planning Platform technology ·Built customized budgeting, demand planning, and sales forecasting programs for a Fortune 500 home appliances manufacturer, requiring daily calls and on-site visits to evaluate requirements and formulate customized strategies ·Created Anaplan export templates to consolidate Financial Statement line items relevant to a cloud content management and file sharing business, communicating with client’s Finance and IT executives to fulfill requirements ·Garnered an understanding of a variety of cloud-based technologies, including Salesforce, OneStream, and NetSuite ·Crafted PowerPoint presentations demonstrating technology use cases and project timeline for prospective clients

Private Equity Summer Analyst

·Evaluated investments for a $250MM private equity/mezzanine fund to the lower middle market ·Performed due diligence and conducted discounted cash-flow, precedent transactions, and comparable company valuation analysis on a $64MM leveraged buyout of an early-education franchise company ·Authored the Deal Summary, Investment Thesis, Key Risks & Mitigants, and Company & Industry Overview of investment committee memos and engineered portions of financial models ·Assessed 30+ CIMs in a range of industries and presented insights to investment committee meetings ·Updated content and design of the company website and LP presentations to publish new investments