Senior Strategy Consultant specializing in M&A due diligence and tax advisory
New York, NYStrategy Consultant14 years experienceSeniorManagement ConsultingFinancial ServicesPrivate Equity
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About
Consulting/workstream lead with private-markets due diligence experience (hedge fund client) spanning brand performance analysis and expert interviews across beverage categories. Also built and rolled out a UiPath RPA solution at KPMG to automate large-scale invoice review for tax recovery work, delivering ~30% efficiency gains and improving engagement realization.
Experience
Strategy ConsultantOC&C Strategy Consultants
Senior Manager, M&A TaxKPMG LLP
Manager, Tax ConsultingKPMG LLP
Senior Tax AuditorCanada Revenue Agency
Education
Columbia Business Schoolmaster, Strategy & Operations (2024)
Saint Mary's Universitybachelor, Accounting & Finance (2014)
Key Strengths
Led cross-functional due diligence workstreams (brand performance + expert interviews) for hedge fund client on global beverage company
Strong prioritization using 80/20 focus on highest-revenue categories to manage shifting priorities
Established executive alignment via weekly checkpoints and a detailed 100+ question SOW
Implemented UiPath-based RPA to automate thousands of invoice reviews, improving process efficiency by 30%
Drove adoption of new automation despite initial team skepticism through live demonstration and results
Balances strategic hypothesis-driven planning with day-to-day oversight of junior analysts
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