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.
My work sits at the intersection of FP&A, M&A, and investment management — I read a business from the top down, at the level of macroeconomic structure and market share, and from the bottom up, at the level of a three-statement model and a single line of capex. That range is what lets me move between very different asset types: technology companies where I'm underwriting long-range revenue against operational profitability, and real estate portfolios where the same discipline gets applied to occupancy rates, DSCR, and land valuation.
I've built models on companies ranging from early-stage AI labs to public technology leaders, and before that, co-founded and helped run a private real estate investment partnership from the ground up — sourcing deals, underwriting risk, and living with the outcomes of my own analysis. That combination means I don't just build a model to spec; I understand what the output is actually being used to decide, and I build accordingly.
What I'd bring to a finance team: a modeler who's comfortable owning a deal end-to-end, fluent across DCF, LBO, and accretion/dilution frameworks, and grounded enough in macro context to know when the assumptions in a spreadsheet stop matching the world outside it.
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. Work has spanned companies including Hugging Face, Anthropic, OpenAI, Scale AI, Microsoft, Apple, Google, Hims, Nvidia, Palantir, and Astranis, with models grounded in market share trajectory, capex/opex structure, and margin analysis.
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.