As a seasoned Big 4 management consultant with over 20 years of experience (last role - Director of Analytics @PwC), I bring unparalleled expertise in conducting comprehensive financial and operational due diligence and complex data modeling for complex M&A deals and investments.
My services include:
- Financial Modeling - I build robust Excel models to forecast financial performance, value companies, and evaluate investment decisions. Models incorporate assumptions on growth, margins, working capital, capex, depreciation, debt schedules, valuation multiples, etc. Models are dynamic and sensitivity analyses can be conducted.
- Business Plan Modeling - I create integrated financial projections models linked to operating metrics to assess startup or new product viability and funding requirements. Models include income statement, balance sheet, cash flow statement.
- Due Diligence - I conduct due diligence on companies for potential investment or acquisition. This includes analyzing financial statements, projections, industry dynamics, competition, risks, management capability. I summarize findings in presentation decks and models.
- Valuation - I determine valuation ranges for companies and assets based on comparable company analysis, precedent transactions, DCF analysis and other methods. This supports investment, transaction and accounting decisions.
Tools and technologies I typically leverage:
- Cloud & Azure - I utilize cloud platforms like Microsoft Azure to efficiently process large datasets.
- SQL - I leverage SQL skills to extract, analyze and visualize data from databases and other sources to uncover insights.
- Advanced Excel - I employ best practices in Excel to build clean, dynamic models. Skills include complex formulas, pivot tables, VBA, data validation, shortcuts, macros, and more.
- ETL - I implement ETL processes to integrate data from disparate systems into analytics databases, mostly Alteryx and Azure Data Factory.
- Tableau - I use Tableau to visualize data and findings from analysis in dashboards and charts to convey insights and tell a story.
With two decades of experience at the highest levels of finance, M&A and Data Analytics, let me put my skills to work for you. Contact me today to discuss how I can leverage my expertise to drive your next deal to success.