• Lead financial analysis for enterprise-wide transformation initiatives within the Transformation Office, serving as a dedicated financial partner to cross-functional program teams. • Design and maintain financial models, KPI frameworks, and executive dashboards that quantify performance and track value creation across strategic programs. • Deliver clear, data-driven recommendations to C-Suite and senior leadership on transformation ROI and financial trade-offs. • Integrate transformation roadmaps into annual budgets and rolling forecasts, ensuring strategic priorities are reflected in financial planning cycles. • Collaborate with functional leaders to validate assumptions, stress-test scenarios, and drive accurate financial planning.

• Structured and modelled complex debt financing transactions, incorporating legal, technical, tax, and financial parameters to optimize capital structures. • Managed end-to-end financial close processes, coordinating across Technical, Legal, Tax, and Development teams and external financial institutions. • Produced high-quality presentation materials for investment approvals, financial closings, and asset divestiture processes for internal and external stakeholders. • Supported VP Finance and CFO in strengthening financing capabilities, evaluating strategic capital structuring opportunities, and negotiating financing terms with lenders. • Provided due diligence support for debt refinancing transactions, including documentation review and lender coordination.

• Co-managed a U.S. Small Cap Equity Fund, conducting fundamental analysis and continuous monitoring of portfolio companies. • Generated actionable investment ideas through rigorous bottom-up research and proactive screening of new opportunities. • Built and maintained financial models to assess intrinsic value and support portfolio construction decisions.

• Developed comprehensive hedging policies for corporate clients across multiple industries, covering FX, interest rate, and commodity exposures. • Implemented statistical validation tests (backtesting, Monte Carlo simulation, sensitivity analysis, benchmarking) on hedging strategies to support recommendations. • Enhanced financial risk management systems and provided ongoing analysis and monitoring of hedging programs.

• Conducted in-depth fundamental analysis of covered companies to determine intrinsic value and investment thesis. • Authored quarterly and annual earnings reviews; monitored regulatory filings and news flow for portfolio companies. • Screened for new investment opportunities and built financial models on target companies.

• Identified optimal financing terms and market timing for fixed income issuers (corporate, infrastructure, convertibles, preferreds). • Serviced institutional investor clients through electronic and voice trading platforms, providing investment ideas and executing trades. • Maintained market intelligence databases and produced financial analyses to support primary market distribution and secondary market activity.

CFA

CFA Institute

2021