珠峰成长伙伴
- Designed a new business unit for a health insurance firm with an annual budget of over $10 million.
- Led the private markets debt and equity financing for a medical device startup, successfully closing multi-million dollar financing rounds.
- 领导创建了M&一个函数, 投资委员会架构, 机会评估流程, and due diligence checklist for a publicly traded medical devices company.
- Launched data and analytics products to provide competitive pricing intelligence to health insurers and healthcare providers.
关注领域:财务建模、合并 & 收购(M&A),三语句建模,收益 & 费用预测, 生命科学, 投资, ROI, 投资银行, 关键绩效指标(kpi), 管理, 策略
豪迈公司
- Managed companies' portfolios with revenue ranging from $10 to $200 million.
- Built financial models and conducted acquisition due diligence.
- Developed and reported KPIs using automated systems such as Oracle, Power BI, etc.
- Handled public reporting, including accounting audits and investor presentations.
Focus areas: Financing, Project Planning, 预算, Controls, 财务规划 & 分析(FP&A),报告&A(买方),会计,首席财务官,预测
MediMedia
- Developed a three-year strategic plan to increase revenue, 利润, and return on investment for each of the company's business units, 产品线, 功能区.
- Developed reporting and control systems to meet requirements from the board of directors, 贷款集团, 管理团队, 和审计.
- 领导会计, 金融, 税, 和财政部团队一起回顾目标, 目标, 工作计划, and process improvement initiatives in support of company 目标.
- Led the evaluation of potential internal capital expenditure investments as well as potential 外部合作伙伴hip and acquisition investments.
- Led strategic sale transactions of three divisions to Fortune 500 buyers in pharmaceutical, 卫生信息服务, 生命科学产业.
重点领域:健康保险, 医院, 药品, 业务规划, 财务报告, 预算, 财务规划 & 分析(FP&一)、合并 & 收购(M&A)报告,会计,首席财务官,预测
辉瑞
- Developed a strategic plan and financial forecasting model in support of a $10 million investment to form an internal data and analytics operating group.
- Developed an investment case for a $5 million corporate investment in external private equity fund.
- Developed a strategic operating plan for a global innovation program, including innovation learning and development initiatives, 对创业的奖励和激励, 以及对新企业的内部投资.
- Helped external startups develop fundraising plans for angel and Series A financing of up to $1 million.
- Led the creation of a new internal governance committee to oversee global business process improvement and transformation as well as innovation initiatives in R&D、市场营销、销售和业务发展.
重点领域:数据分析, 药品, 私人股本, 天使投资, 财务分析, 业务案例, 策略, 报告, 预测
血管治疗
- Developed a financial model for venture capital fundraising of a $20 million Series A to support pivotal clinical trial of a drug-device combination product.
- Developed an internal budgeting process to enable the leadership team to control cash flow during the development phase of lead product candidates.
- Supported the creation of a product development strategy to prioritize resources toward markets with the largest 利润 potential in Europe, 亚洲, 和美国.
- Supported negotiations of research and development partnerships with drug suppliers and significant vendors to align incentives for accelerated product launch.
- Managed accounts receivable and accounts payable to increase cash conversion of business and support financing of product development program.
重点领域:制药, 新兴市场, 亚洲, 健康保险, 医疗设备, 产品开发, 融资, 风险投资, 财务规划 & 分析(FP&A), 策略, 报告, 会计, 预测
摩根大通
- Built financial models for interest rate derivatives to enable Fortune 500 clients in consumer products, 工业, and municipals sectors to manage interest rate and credit risks.
- Built financial models for cash flow credit analysis for PE-backed leveraged buyouts of companies in media, 公用事业公司, 以及能源部门.
- 为M .建立财务模型&A valuations for clients in the healthcare industry.
- Ran the process for capital raising for high-yield debt and leveraged loans for private equity firms seeking to 金融 acquisition of companies in media, 公用事业公司, 以及能源部门.
- Developed an eCommerce platform to educate and facilitate transactions with municipal clients seeking to mitigate interest rate risks within 税-exempt bond and loan portfolios.
重点领域:债券、本地债券 & 市政府, 工业, 消费产品, 杠杆收购(LBO), 融资, 衍生品, 预算, 财务规划 & 分析(FP&一)、合并 & 收购(M&A)报告,会计,预测