Arman A.
Investor Ready Financials Expert, Financial Model, Cap Table, Dataroom, DD
Kompetenzen

Meine Dienstleistungen


Portfolio
Arbeitserfahrung
The Oakworth Group
4 yrs 2 mos
M&A Financial Advisor | Acquisition & Deal Structuring Expert
Nov 2024 - Present • 1 yr 10 mos
Led the financial strategy and modeling for a multi-million-dollar acquisition, providing end-to-end buy-side and sell-side advisory. Developed comprehensive debt structures, scenario analyses, and risk mitigation frameworks that allowed the client to make confident decisions under high stakes. Identified potential downside exposures, optimized return outcomes, and ensured the deal structure aligned with strategic and financial objectives. Delivered clear, actionable insights that prevented costly errors, accelerated decision-making, and safeguarded capital. This engagement demonstrates my ability to guide executives and investors through complex transactions, combining technical rigor with practical, decision-focused financial leadership.
Fundraising Financial Advisor | Startup Capital Strategy Expert
May 2024 - Present • 2 yrs 4 mos
Advised an early-stage startup on fundraising strategy, building a comprehensive financial model to optimize cap table management, minimize dilution, and support strategic scenario planning. Created investor-ready presentations that clearly communicated growth potential, funding requirements, and projected returns. The model enabled the founders to confidently negotiate terms, achieve an optimal valuation, and successfully raise $5M. By translating complex financial data into actionable insights, I provided clarity and decision confidence during a critical funding round. This engagement demonstrates my ability to deliver measurable financial impact, empower founders, and structure deals that balance growth objectives with long-term ownership goals.
Product Launch Financial Advisor | Three Statement Model & Monte Carlo
Oaktree Capital Management, L.P. • Freiberufler
May 2024 - Jul 2024 • 2 mos
Project Chimera - Advanced Financial Modeling System Engineered a fully integrated financial model covering P&L, Balance Sheet, and Cash Flow with interlinked forecasting logic. Built probability trees, scenario simulations, and sensitivity analysis for funding and marketing strategy. Designed investor-ready dashboards and KPIs tailored for startup fundraising and valuation. Optimized formulas and structures for reliability under real-world data stress.