Lead Finance Specialist
Small Business Development Center (SBDC)
Clark University MA
Sep 2023- Present
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Led a cross-functional team in FP&A activities, including financial forecasting, startup valuations (EBITDA multiples, SDE, Enterprise Value), account reconciliation in QuickBooks, and developing pitch decks and business plans for fundraising.
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Implemented DCF management strategies using advanced Excel tools, boosting client profitability by 10%–12% monthly and cash flow management strategies.
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Key role player in business consulting, conducted financial needs analysis, optimized cash flow processes, and collaborated with underwriters to finalize compliant business plans.
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Secured $1.3M in SBA loans by preparing detailed applications and showcasing financial viability.