Driving Growth Through Strategic Finance Solutions
I'm a finance professional with extensive experience as a Financial & Business Development Consultant, having delivered precise strategic and financial solutions for over 20 clients across diverse industries including Food & Beverage, Content/Video Production, Nonprofits, Agriculture, Retail, Hospitality, Medical Technology, Urban Development, and Art. My expertise lies in modeling, budgeting, investment strategy, and growth planning that drives real results.
I've helped large clients surpass $60M/year while enabling smaller clients to achieve 4x growth. I specialize in building investment roadmaps, growth strategies, and funding models, with one of my high-impact models saving a client $50K in time waste. My technical proficiency spans GSuite, Looker Studio, QBO, Shopify, and various financial platforms that streamline operations and enhance decision-making.
With a BSc in International Business and Finance from Rochester Institute of Technology and Financial Modeling Certification from Wall Street Prep, I bring both academic rigor and practical experience to every project. I'm passionate about connecting financial strategy with business growth, helping organizations navigate expansion, reduce costs, and achieve sustainable success in today's competitive landscape.
My key areas of expertise.
With extensive experience across diverse industries and advanced certifications in financial modeling, I specialize in delivering strategic financial solutions that drive measurable growth and operational efficiency for businesses of all sizes.
Financial Strategy & Modeling
Expert in building comprehensive financial models, investment roadmaps, and growth strategies. Proficient in DCF, Three-Statement modeling, M&A analysis, and comparable company analysis. My models have saved clients significant time and resources, with one high-impact model saving $50K in operational waste.
Business Development & Scaling
Proven track record of helping businesses achieve exponential growth, from scaling smaller clients by 4x to supporting large clients in surpassing $60M/year revenue. Specialized in expansion strategies, funding models, and operational optimization across multiple industries including retail, hospitality, and medical technology.
Technology Integration & Analytics
Advanced proficiency in financial technology platforms including GSuite, Looker Studio, QuickBooks Online, Xero, Shopify, and various integration tools. Expert in creating data-driven dashboards and automated reporting systems that enhance decision-making and streamline financial operations.
Cost Optimization & Risk Management
Strategic expertise in cost reduction and risk mitigation, including supply chain optimization and geographic diversification. Successfully guided clients in shifting production from high-tariff regions to cost-effective alternatives in India, Turkey, and Vietnam, significantly improving profit margins.
Technologies I work with.
Google Workspace
Looker Studio
QuickBooks
Xero
Excel & Financial Modeling
Shopify
Gusto
