Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Uo
Lists including Jules
Work Experience
2020
Associate - Early Stage Venture Capital
2022
Analyst - Growth Venture Capital
2021 - 2022
Intern - Growth Venture Capital
2020 - 2021
2020 - 2021
Financial Analyst
2020 - 2021
Analyzed operating costs and created model to forecast profits for a resort and outfitting business. Provided analysis on profitability of a new delivery service for a chain of restaurants. Created 18-month business forecast and supported rent negotiations with landlord for a chain of restaurants during height of the Covid pandemic.
2019 - 2020
Strategy Senior Analyst
2019 - 2020
Analyzed $24B US Women’s Activewear market data to create monthly product and competitive trends report. Supported creation of 5 year strategic growth plan to double revenues and presentation to Athleta & Gap executives. Conducted comprehensive competitor research to identify strategic product and operational differentiators.
2016 - 2019
Senior Associate - Management Consulting
2018 - 2019
Worked with Fortune 500 clients in the Technology, Media, and Telecom industry. Drove M&A savings discussions and synthesized financial estimates for $200M+ revenue companies. Interpreted complex data sets and designed automated solutions/dashboards using tools such as UiPath, Tableau, and Excel to enable data driven decision making for executives at $900M+ revenue companies. Evaluated, redesigned, and implemented product analysis and management processes for $900M+ revenue companies.
Experienced Associate - Management Consulting
2016 - 2018
Managed negotiations & evaluated contracts from BPO & IT vendors to identify best-fit partner and return on value. Analyzed application stacks for $4B+ revenue companies to optimize application portfolios and reduce costs. Designed operating models to facilitate the use of novel technologies for $5B+ revenue companies.
2016 - 2016
Project Manager
2016 - 2016
Forecasted financials for new businesses and services for Kenauk. Implemented cloud based client satisfaction reporting system. Assisted in the management of invoices and daily financial operations.
2015 - 2015
Management Consulting Intern
2015 - 2015
Evaluated the efficacy and scale of proposed solutions for a Fortune 500 company. Created framework for the collection of data to forecast cost and benefits of future proposed project. Designed project organization and evaluation systems.
2015 - 2015
Equity Research Assistant
2015 - 2015
Performed analysis and valuation of securities of publicly traded companies. Analyzed trends in market sectors. Researched stocks using a top down approach.
2014 - 2015
Financial Data Assistant
2014 - 2015
Managed Bloomberg Terminals on Lessing trading floor at the Robins School of Business. Educated students on how to use Bloomberg software and aid students with finance projects. Aided students in the completion of Bloomberg and Morningstar certifications.
2014 - 2014
Intern
2014 - 2014
Company Bio: Paine & Partners is a private equity firm that invests globally in food and agribusiness companies where addressing complexity and developing creative solutions for sellers creates value through management buyouts, take private transactions, and company expansion and growth programs. My Responsibilities: Searched for possible acquisition targets and analyzed current market competition for those acquisition targets. Synthesized information for presentations and updates on projects.
2013 - 2013
Finance Intern
2013 - 2013
Managed cost estimates for sections of large scale projects and assisted project managers. Created organization system to improve work flow through the creation of streamlined request process.