Finance professional working across FP&A, M&A, and investment management, with a focus on macroeconomic structure — building the models that turn market shifts into decisions.
Build financial models for technology companies — DCF, LBO, accretion/dilution, IRR, ARR, and three-statement models — translating financial statement projections into deal and investment recommendations.
Ran variance analysis across portfolios, ETFs, and REITs, evaluating DSCR, land valuation, occupancy rates, and property growth to identify investment growth areas and underwrite IRR.
Built a private investment partnership under SEC Rule 506(b) of Regulation D, focused on real estate. Identified declining-occupancy locations with elevated default risk to source and underwrite investments.
DCF, LBO, accretion/dilution, IRR, ARR, three-statement models, financial statement projections.
Python, SQL, MATLAB, Excel, Bloomberg Terminal, Refinitiv Eikon, Argus, Yardi, SEI Archway.
FP&A, M&A, investment management, macroeconomic structure, real estate and portfolio valuation.
Built long-range revenue and profitability models for companies including Hugging Face, Anthropic, OpenAI, Scale AI, Microsoft, Apple, Google, Hims, Nvidia, Palantir, and Astranis — grounded in market share trajectory, capex/opex structure, operating income, and margin analysis.
Co-founded and helped run a private investment partnership under SEC Rule 506(b), sourcing real estate opportunities by screening for declining occupancy and elevated default risk against upside potential.