Financial Planning and Analysis

• supports deal teams, manages, coordinates, and executes credit event processes (underwritings, refinancings and/or amendments)
• conducts due diligence, obtains credit approval, and facilitates legal review for transactions.
• develops or coordinates development of complex financial models and provides analytical support.
• responsible for analysis and underwriting related to transactions.
• manages time-critical financial and operational due diligence and underwriting activities.
• creates and/or utilizes analytical financial models, conducting research and analysis on companies, industries, and transactions.

Vice President – Wholesale Credit Delivery, Commercial Corporate Finance

Analyst – Wholesale Credit Delivery, Commercial Corporate Finance

Manager, SEC Financial Reporting

Platform Investment Consultant

Dynamics 365 Finance Developer

Wholesale Strategic Execution Lead – Structured Credit, Commercial Real Estate Finance, Servicing