Los Angeles Metropolitan Area
Strategically minded finance professional with a robust background in financial analysis, investment strategy, and economic theory. I excel at transforming complex data into clear, actionable insights that help improve financial and operational performance. Consistently recognized for combining analytical rigor with practical execution to meet organizational goals and deliver measurable results.
Identified lack of engaging digital tools for heritage tourism, and launched Local Layers, an AR startup that creates 3D models of Route 66 historic buildings to enhance cultural storytelling. Managed relationships with NAU’s Cline Library, City Economic Development offices, and AR firms (e.g., TriggerXR), aligning technical resources with business goals. Conducted competitor analysis of AR/XR tourism firms and supplier studios, identifying differentiators in historical accuracy, pricing, and scalability for Route 66 Centennial projects.
Analyzed financial structure of a pre-launch product to address profitability concerns, aligning costs with revenue targets and ROI benchmarks, which ensured the product’s financial viability prior to launch. Developed and presented financial Leasing structure strategy for unreleased proprietary medical device, guiding CEO’s decision-making on purchase vs. lease adoption
Structured a debt cycle with balloon payments and refinancing triggers, reducing projected liquidity risk by 18% while maintaining funding capacity for expansion. Built a 10-year, three-statement financial model to address capital allocation challenges, enabling executives to forecast revenue, expenses, and debt capacity with confidence. Conducted scenario analyses on CAPEX and financing, delivering ROI forecasts (WACC and terminal value) that guided phased investments in AR projects, rover tours, and infrastructure expansion.
Designed concession models comparing Levy’s contract vs. a hybrid model where the city operated 40% of stands, proving the hybrid model would raise net revenue by 12% with lower liability exposure. Modeled vendor revenue splits that projected city payouts rising from $2.1M to $2.4M annually, directly informing contract renegotiations. Evaluated supplier proposals for food and beverage inputs, demonstrating how renegotiating sourcing contracts could improve margins by 6–8% without impacting fan satisfaction.
Duties: Engaged in ongoing discussions about market trends to identify potential impacts on corporate development strategies. Participated in roundtable discussions analyzing the effects of the COVID-19 pandemic on global and local economies. Conducted in-depth evaluations of inflation trends influenced by pandemic-related disruptions and policy responses. Reviewed stimulus packages passed by Congress, assessing their role in stabilizing the economy and supporting financial recovery. Major Successes: During this time, contributed meaningful insights into market resilience by connecting economic theory with real-world events during a global crisis. My analysis provided actionable recommendations to enhance understanding of secondary market behavior under quantitative easing policies. I played a key role in shaping discussions on the intersection of policy measures and their long-term economic impacts, earning recognition for presenting nuanced views on the financial implications of pandemic-era policies during team discussions.