As a Partner in CFGI’s San Francisco office, I assist companies in complex technical accounting and finance issues, IPO readiness, M&A integration, US GAAP to IASB and other foreign accounting standards conversions, accounting change and other finance and accounting areas.
Subject Matter resource in transaction accounting for joint ventures, business combinations, special purpose entities, debt and equity financings / restructurings, derivative transactions, and cross border transactions.
Also knowledgeable in corporate finance, strategy, due diligence, financial statement analysis and F,P&A through various projects. Experienced in various financial modelling and valuation topics including DCF, comparable (relative value), Monte Carlo and various other methodologies. Also have familiarity with M&A models such as LBO analysis and accretion / dilution analysis.
Relationship Skills: Responsible for generating my own book of business through internal and external network. Position requires building relationships with all levels in the corporate structure from CFO to staff. Also includes successful interviewing of clients to ensure appropriate understanding of complex transactions.
Industry Experience: Financial Services, Technology, Consumer Products, Oil & GAS, Private Equity and Venture Capital
Personal Interest: Investing. Spend my free time investing in stocks, options and currency for personal portfolio for the past decade. Well-read in investment topics and focused my MBA coursework on finance. Primarily rely on bottom up fundamental analysis.