I structure deals and build the systems to track them
Strategic finance with operational excellence. From fractional CFO advisory to hands-on system building. M&A, syndications, and scalable finance infrastructure. Licensed real estate professional with hands-on deal experience across commercial and industrial properties.
What I Build
Strategic & Deals
- •M&A synergy models and integration planning
- •Real estate transactions and syndications (licensed agent, $2M+ closed)
- •Fundraise materials and investor reporting
- •Partnership/JV deal structures
Operations & Systems
- •Automated FP&A infrastructure
- •Multi-entity consolidations
- •Revenue operations dashboards
- •Custom financial tools
Selected Work
SaaS Revenue & Exit Planning
Built ARR model supporting $35M valuation at 5x multiple.
Identified $400K ARR in uncaptured expansion revenue.
Post-Acquisition Integration
Consolidated 15 entities post-merger with synergy tracking.
Identified $1.2M in synergies, saved 120 hours/month.
Growth Scenario Planning
20+ scenarios modeled for $8M Series A raise.
Reduced fundraising timeline by 6 weeks with board-ready materials.
Professional Statement
I operate at both the strategic and tactical levels of finance. I can structure your next syndication deal on Monday, build the model to track it on Tuesday, and automate the investor reporting by Friday. As a licensed real estate professional, I don't just analyze deals—I source and close them. This combination of vision and execution is what drives real value.
Tech, but finance-friendly
Analysis
- Excel
- Financial Modeling
- FP&A
Automation
- Python
- VBA
- SQL
Visualization
- Power BI
- Custom Dashboards
Deal Tools
- CoStar/LoopNet
- CRM/Pipeline
- Market Analysis
Delivery
- Documentation
- Training
- Handoff
"Exceptional analytical skills and execution."
"Delivers working solutions, not just recommendations."
"Rare combination of finance knowledge and technical ability."