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Daniel H.

Private Equity Portfolio Company Finance | Stakeholder Engagement & Sponsor Reporting
New York, New York, United States
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Skills

Financial Modeling & Analysis, Sponsor/Board Reporting, Financial Messaging & Stakeholder Engagement, Data Analysis & Visualization (Tableau, PowerPoint), CRM & Pipeline Management (Salesforce)

About

Finance professional with private equity-backed portfolio company experience, specializing in sponsor reporting, financial analysis, and stakeholder engagement. Skilled in translating complex financial data into clear, actionable insights that support executive leadership, board-level discussions, and investor communications.

With experience at private equity-backed companies (Trinity Life Sciences – Kohlberg & Co., Togetherwork – GI Partners), I have developed a deep understanding of financial performance analysis, portfolio company reporting, and strategic decision-making in sponsor-backed environments.