Operations and Valuation Professional
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Finance and Operations Leader with expertise in private market valuations, venture capital, and ASC 820. Led strategic initiatives and audit readiness efforts while building scalable systems to enhance reporting, delivery, and operational efficiency. Strong cross-functional collaborator with a track record of improving accuracy, mentoring teams, and delivering insights that drive performance and compliance.
I am a finance and operations professional with deep expertise in private market valuations, venture capital, and ASC 820 compliance. Over the past several years at Carta, I progressed through multiple leadership roles from Senior Valuation Associate to Strategic Manager, where I led large-scale operational improvements, valuation engagements, and audit readiness initiatives. My work included conducting and reviewing hundreds of valuations for high-growth startups and venture capital firms, enhancing compliance workflows, and partnering with cross-functional teams to develop scalable internal systems and tools.
Throughout my career, I have focused on building efficiency, improving report accuracy, and mentoring teams in high-growth, data-driven environments. I have also driven product and process innovations that strengthened client platforms, improved delivery timelines, and supported strategic service expansions. With a background in financial analysis and a strong command of financial modeling, compliance, and cross-functional collaboration, I bring a unique mix of technical expertise and operational leadership.
I hold a Master of Science in Financial Analysis from the University of San Francisco and a Bachelor of Commerce in Finance from Concordia University.