At Credentia, I support the advisory team with M&A valuations, building financial models and applying DCF and comparable company analysis. I also prepare valuation reports and pitch decks and meet with clients to gather due diligence documentation.
At Carta, I conducted 409A valuation analysis using comparable company benchmarking, scenario modeling, and Refinitiv/Capital IQ data. I also analyzed equity ownership structures and cap tables to assess dilution and investor impact.
At McKinstry, I reconciled invoices against purchase orders and analyzed payment cycles and AP pipeline data. That work helped improve financial reporting visibility and increase cycle efficiency by 20%.

