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I have over 15 years of experience in financial planning & analysis. I provide stellar service to businesses requiring expertise in three main areas: financial analysis, interim financial management and business planning. I have the knowledge and skill to help you tackle projects and problems efficiently, providing operating strategies that maximize profits.

I started my career in the  Principal Investment Area at Goldman, Sachs & Co., where I administered employee private equity funds and prepared fund level financial statements. Since then, I have worked extensively with start-ups and small businesses, helping them find and implement pragmatic solutions for their operational concerns.

I earned a Bachelors in English from Georgetown University and an MBA in Finance from The University of Chicago Booth School of Business. 


How I Can

Help You

Financial Planning & Analysis

I provide budget preparation, operating and five year plans, forecasting, pricing analysis and financial modeling.

Business planning

I work with you to create a well-defined and customized business plan to launch or grow your business. We can start from scratch or revise an existing plan. I can also help you develop your pitch deck for fundraising.

Interim financial management

Short staffed? I can step in as a temporary financial manager or controller, helping you reduce costs, untangle financials and resolve operational concerns.

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