Professional Summary
Detail-oriented Financial Analyst with 5 years of experience in corporate finance, FP&A, and investment analysis within technology and private equity environments. Strong command of financial modeling, variance analysis, and business case development. CFA Level II candidate with a track record of delivering actionable insights that support executive decision-making and drive measurable cost savings.
Professional Experience
Meridian Technologies Inc. (NASDAQ: MRID) · New York, NY
- Own the $320M operating expense forecast model covering 8 business units; reduced forecast error rate from ±9.2% to ±2.8% by rebuilding driver-based assumptions.
- Developed automated monthly management reporting suite in Excel/Power BI reducing finance close package from 3 days to 4 hours.
- Partnered with VP of Engineering to build zero-based budget model for $45M tech infrastructure spend; identified $6.2M in cost rationalization opportunities adopted by leadership.
- Built 5-year DCF and scenario analysis for 3 M&A targets totaling $180M; presented findings directly to CFO and Board Audit Committee.
- Mentored 2 junior analysts on financial modeling best practices and data visualization techniques.
Harrington Capital Partners (PE, $800M AUM) · New York, NY
- Supported deal team on 6 portfolio company investments totaling $340M across SaaS, healthcare, and logistics sectors.
- Built LBO, DCF, and comparable company analysis models from scratch for 12 target companies; 4 models used in final investment committee presentations.
- Monitored 9 portfolio companies quarterly — tracked KPIs, covenant compliance, and prepared board-level performance summaries.
- Conducted due diligence on $55M SaaS acquisition; identified $3.8M revenue recognition risk that influenced purchase price adjustment.
Goldman Sachs (Rotational Analyst Program) · New York, NY
- Rotated through Capital Markets, M&A Advisory, and Risk Management divisions over 12 months.
- Supported pitch book preparation for 8 live deals; built comparable transaction analysis and industry benchmarking decks used in client presentations.
Skills
ModelingDCF, LBO, 3-Statement, M&A, Scenario Analysis
ToolsExcel (Advanced), Power BI, Tableau, Bloomberg
FinanceFP&A, Budgeting, Variance Analysis, GAAP
SystemsSAP, Workday Adaptive, Oracle Hyperion, Salesforce
Certifications & Education
CFA Level II CandidateCFA Institute · Exam: June 2025
Financial Modeling & Valuation Analyst (FMVA)Corporate Finance Institute · 2021
Bachelor of Science, Finance & Economics
May 2018
New York University, Stern School of Business · GPA: 3.8/4.0 · Dean's List · Investment Club, President