Senior Associate - Restructuring
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Experienced financial professional with proven success in complex corporate finance transactions looking to leverage a unique industry-agnostic restructuring background in a private investing role.
Ankura Consulting Group, LLC (Chicago, IL) October 2022 – Present Senior Associate – Turnaround & Restructuring
Facilitated distressed M&A of healthcare network, identifying over 70 potential strategic buyers and securing 10 Indications of Interest to purchase substantially all assets
Advised Board of Directors on selecting an acquiring entity by performing in-depth financial and operational due diligence on each bidder
Create integrated 3-Statement models to assess outcomes of strategic reorganization plans
Projected detailed weekly cashflows for healthcare network and prepared 13-week cash flow reports to assist in negotiations
Bolster client cash position by advising on implementing various financial and operational strategies
Act as interim management and report directly to client C-Suite (CEO, CFO, COO) to stabilize distressed organizations and provide strategic insights to management
Negotiate various agreements to maximize client liquidity
Deloitte & Touche LLP (Los Angeles, CA) August 2021 – September 2022 Senior Audit & Assurance Assistant – Financial Services Industry
Tested Level 3 investment valuations using various modeling techniques in multi-billion-dollar BDCs, CLOs, distressed debt funds, and other direct lending fund portfolios
Analyzed complex debt and equity transactions by inspecting credit agreements and communicating with client deal teams, operations teams, and finance teams to interpret transaction details
Evaluated Portfolio Company liquidity to assess likelihood of Fund’s recovery of PIK interest at loan maturity
Led testing of working capital asset accounts such as Cash, Accounts Receivable, and Inventory
Accounting Data Analytics Intern – TMT; Financial Services Industry January 2021– April 2021
Assisted as graduate student busy season intern providing alternative data analytics-driven solutions to engagement team on S&P 500 TMT client
Operated testing and documentation of hedge fund partner capital distributions and contributions and funds’ public and private equity transactions
Conducted alternative analytical testing solutions on TMT SPAC target client
University of Southern California (Los Angeles, CA) August 2020 – July 2021 Marshall School of Business | Leventhal School of Accounting
Master of Accounting with Emphasis in Data & Analytics (MAcc D+A) – Deloitte Cohort
Predictive Analysis of Discontinued Operations & Divestitures within the Consumer Goods Industry Statistical Analysis of Netflix, Inc.’s Growth Drivers
Latino Management & Business Association
California State University, Sacramento (Sacramento, CA) College of Business
Major B.S.
Administration, Accountancy
Honors College of Business Administration – Cum Laude; Dean’s Honor List Leadership Accounting Society – President
Student Investment Fund – Portfolio Manager
August 2018 – July 2020
