FP&A, Corporate Finance, and Private Equity Advisor
Education
Bachelor of Science (BS) in Economics from The University of Pennsylvania – Wharton
Focus: Concentrations in Finance & Accounting
Work Experience
Founder at First Water Advisor
2010 – Present
First Water connects teams with data and companies with capital through Relational Finance.
Investment Officer, Special Opportunities at CapitalSource
2009 – 2010
Associate, Private Equity at Fortress Investment Group
2006 – 2009
Analyst, Fixed Income Capital Markets at Citigroup
2004 – 2006
About Me
Ben Lehrer is the Founder & CEO of First Water. With nearly two decades of experience spanning private equity, financial planning and analysis (FP&A), investment banking, consulting, and small business leadership, Ben launched First Water and the Relational Finance model to create more flexible and efficient access to FP&A and Corporate Development capabilities and expertise. Trusted by small and midsize businesses (SMBs) and portfolio companies of prominent private equity firms, Ben has proven to be a valued resource to leadership teams and capital partners across a variety of finance disciplines.
Qualifications
Project Categories
- FP&A
- Demand Forecasting
- Financial Modeling
- Finance Project Management
- Data Visualization
- Business Impact Analysis
- Value Creation Strategy
Industries
- Healthcare
- Education
- Financial Services
- Consumer Goods
- Retail
- Manufacturing
- Energy & Utilities
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