SOX | ITGC | Information Security Controls

• Information security and IT audit professional with experience performing ITGC testing, SOX audits, risk assessments, and security control evaluations across enterprise environments
• Conducts control testing across system access, change management, program development, and IT operations to ensure regulatory compliance and strong internal controls
• Performs risk assessments and security posture evaluations, identifying vulnerabilities and recommending remediation strategies aligned with industry best practices
• Leads third-party risk assessments, reviews vendor system and organizational controls reports, and ensures service providers meet contractual security, privacy, and compliance obligations
• Develops and maintains security policies, procedures, and controls catalogs to strengthen governance and audit readiness
• Manages end-to-end audit engagements including scoping, walkthroughs, evidence gathering, control testing, findings documentation, and executive reporting
• Implemented continuous monitoring programs and remediation tracking processes to strengthen organizational security compliance
• Certified Information Systems Auditor (CISA)

Private Equity Associate | Buy & Sell Side | Deal Structuring | Diligence

• Private equity transaction advisor with hands-on experience supporting both buy-side and sell-side M&A deals, having worked on several transactions for PE and strategic clients.
• Built and audited financial models used to evaluate net working capital, EBITDA adjustments, and revenue trends critical to PE due diligence and valuation modeling.
• Produced client-facing diligence reports and working capital analyses, distilling complex data into actionable insights for investment committees and partner briefings.
• Conducted Quality of Earnings (QoE) analyses to assess sustainability of earnings and normalize EBITDA, directly informing investment decisions and deal structures
• Provided KPI trend analyses and operational benchmarking to help PE clients assess scalability, growth levers, and red flags pre-close.
• Holds a Master’s of Accounting.

BOARD-SAVVY CHIEF OPERATING OFFICER (COO) | Aligns Strategy & Execution | PE & Public Company Experience

• Oversaw all core operational functions including sales, marketing, finance, HR, and shared services across multiple organizations, bringing alignment, efficiency, and accountability to day-to-day execution.
• Drove significant financial growth, contributing to top- and bottom-line expansion, including significant revenue and profit growth.
• Implemented a new operational model across several businesses, serving as the Integrator to align leadership teams, define priorities, and drive measurable outcomes.
• Led company-wide process improvement initiatives, leveraging software solutions, standardized KPIs, and streamlined workflows to optimize service delivery and significantly reduce cost.
• Established performance metrics, operating structures, and core business processes, enabling faster decision-making, increased visibility, and accountability across business units.
• Worked closely with board of directors and external advisors, providing strategic input, updates on operational progress, and driving company readiness for capital events including private equity sales.

Mergers and Acquisitions Specialist

• 6+ years of M&A experience spanning investment banking, private equity, business brokerage, and transaction advisory.
• Executes CIMs, due diligence, and deal sourcing for investment banks and private equity firms.
• Contributed to $1B+ in sell-side transactions, managing valuations, due diligence, and investor presentations.
• Built three-statement models, conducted waterfall analyses, retention analytics, and margin profiles, and led investor calls for deal evaluations.
• Originated and executed buy- and sell-side M&A transactions, managing full deal lifecycle from origination to term sheet negotiation.
• Provided valuation modeling and financial due diligence for middle-market M&A deals, guiding clients through buy- and sell-side transactions.
• Sourced buyers across numerous transactions, managed VDRs, and conducted financial due diligence calls with private equity firms and strategic buyers.
• Led M&A processes across various industries.
• Technical Skills – Advanced proficiency in DCF, LBO, and IRR modeling.
• Master’s in Finance.

• CPA
• Started at the Big 4
• Complex valuation modeling
• IPO preparation
• Buy-side and sell-side due diligence
• Deal sizes ranging from eight to ten figures
• Diverse industry experience
• Technical accounting
• Master’s in Accounting
• Bachelor’s in Business

• 4 years of total experience, all in investment banking
• Expertise in highly complex financial modeling
• Deep expertise in M&A transactions
• Strong due diligence experience
• Building pitch-decks
• Executive reporting
• Series 79 and 63
• Masters in Finance
• Bachelor’s in Business

• Working for one of the largest investment banks in the world
• Just over 10 years of experience
• M&A specialist
• Highly experienced in various types of financing structures
• Leading a team of more than a dozen
• Primary advisor to dozens of companies on both the acquisition and sale side
• MBA
• Bachelor’s in Business