01 / Track Record
- 01
Senior Financial Analyst
● ACTIVEEnrollment123
2021 — PRESENT
- 02
Consultant and Principal Builder
● ACTIVEVanta Black Labs
2020 — PRESENT
- 03
Director of Finance
○ CLOSEDAstral AR
2018 — 2020
- 04
Private Equity Associate
○ CLOSEDDefoe Redmount
2018 — 2018
02 / Case Studies
[+]Financial Deck Review Automation
Mitigated risk of human error in financial reporting and reduced time to delivery during tight timelines.
[+]Accelerating Sales Pipeline Reviews for Forecasting, Performance Calibration, and Strategic Planning.
Automating Pipeline Data Sync from Hubspot to Google Sheets.
[+]Client & Macro Intelligence Monitoring
Client and policy risk surfaced in the reported numbers, never before them.
03 / Ventures
Ave
● LIVEA B2B cross-border marketplace connecting American enterprises with certified Mexican manufacturing capacity.
avehq.com ↗04 / Media & Insights
- IGStartup Teardown: [ @techvc ] ↗
- XTech Musings: [ @techbycal ] ↗
- YTTechnical Tutorials: [ Coming Soon ]