Previous investment banker & PE associate who loves Excel
Education
MBA from Stanford University, Stanford Graduate School of Business
Sep 2016 – Jun 2018
BSBA from Georgetown University
Aug 2008 – May 2012
Focus: Accounting, Finance
Activities: Summa cum laude
Work Experience
Private Equity Associate at The Carlyle Group
Jul 2014 – Jul 2016, New York, NY, USA
Identified, evaluated and managed investments in consumer and retail sectors in the U.S. and globally for $13Bn fund.
Investment Banking Analyst at Morgan Stanley
Jun 2012 – Jul 2014, New York, NY, USA
Advised private equity clients on buyside, sellside, public offerings and refinancing opportunities; participated in all transaction phases.
Teaching Assistant at Georgetown University
Aug 2009 – May 2012, Washington, DC, USA
Financial Acct. (ACCT-101) and Managerial Acct. (ACCT-102): ~350 freshmen; Financial Acct. for MBAs (ACCT-550): ~120 MBAs. Coordinated team of 8 TAs, created lesson plans, held 2 lab sessions weekly, led review sessions, assisted in grading and proctoring exams.
About Me
I love Excel and everything that comes with it: quantitative analysis, identifying trends in large data sets, making files easier to work with – you name it. I love the challenge and figuring it out.
After majoring in Accounting and Finance, I spent several years in finance, including both investment banking and private equity investing, focusing on the consumer & retail space. I just recently graduated with my MBA from Stanford and am looking for freelance work while working on a skincare startup.
I’m thorough, diligent, flexible and enthusiastic, and will work hard to make sure you get exactly what you’re looking for.
Qualifications
Project Categories
- Business Impact Analysis
- Data Science & Analysis
- Data Visualization
- Robotic Process Automation (RPA)
- Benchmarking
- Big Data & Analytics Project Management
- Market Research Project Management
- Voice of the Customer Research
- Market Segmentation
- Competitive Analysis
- Pricing Analysis & Optimization
- Market Mapping & TAM Analysis
- Financial Planning & Analysis
- Demand Forecasting
- Financial Modeling
- Finance Project Management
- Market Landscape
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