$120,000

Strategic Finance Associate Candidate #091125

USA

Corp Dev / M&A, Finance

3 years

9/11/2025


Profile

Strategy and operations professional with experience driving transformation, growth, and efficiency across Fortune 500 companies, private equity portfolio firms, and international businesses. Skilled in building financial models, designing strategic frameworks, leading organizational analyses, streamlining processes, and developing insights that guide executive-level decision making. Recognized for blending analytical rigor with creative problem solving to deliver clarity in complex, ambiguous situations. Brings a track record of shaping high-impact initiatives across operations, strategy, and go-to-market execution in fast-paced environments.

Career Highlight 1: Identified and shaped ~$100M in EBITDA opportunities for a national telecom provider, including leading the development of a 150-slide copper-to-fiber transition playbook that guided executive decision making. Served as Project Management Owner by holding accountability for a $15M internal budget and managing senior stakeholder communications throughout the network transformation.

Career Highlight 2: Directed a post-acquisition synergy evaluation for a $12.7B transportation and logistics leader, assessing more than 1,000 employees through interviews, surveys, and capability analyses to identify redundancies and inform national onboarding sequencing. Delivered insights that shaped the company’s post-merger organizational design and supported leadership in aligning resources for integration

Career Highlight 3: Conducted organizational analysis and market research for a portfolio company of a $13B private equity firm to identify pain points and inefficiencies ahead of an engineering transformation workshop. Built and delivered an executive presentation to the CTO and senior VPs that shaped leadership discussions and informed the company’s engineering org transformation strategy.

Why Hire This Candidate (In Their Own Words): A company should hire me because I pair strong analytical and problem-solving skills with creativity, adaptability, and a collaborative style that makes me easy to work with. I thrive in fast-moving environments, take ownership of challenges, and bring the energy and grit needed to help teams scale and succeed together.

Strengths: Analytical problem solving, strategic thinking, and the ability to create clarity in complex situations. Strong communicator and collaborator who thrives in fast-paced, high-growth environments.

Hobbies & Personal Interests: Avid fan of basketball and football with experience playing and coaching youth teams. Enjoys hiking, kayaking, and other outdoor activities, as well as staying active through volleyball, tennis, pickleball, and the gym. Pet owner of two sphynx cats.

Education: Bachelor’s, Harvard

Industry Experience: Business Services, Emerging Growth Companies, Financial Services, Logistics & Transport, Pharmaceuticals, Private Equity, Retail, Software, Technology, Telecom

Company Fit: Medium to Large

Management Experience: 5 months of project management experience, overseeing the budget and internal and external communications for four workstreams totaling 16 people, while reporting directly to a senior partner.

Software Experience: Proficient in Microsoft Suite tools including PowerPoint, Excel, Teams, and Outlook. Familiar with SQL and G-Suite applications.

Open To: Hybrid, In-office, Remote

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