Rich Kizys
Financial Strategy & Business Operations Analyst |Investment Banking & Strategic Finance | M&A Execution | Valuation & Financial Modeling
- Role
- Financial Strategy & Business Operations Analyst at Innovation Accelerators
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Rich Kizys
Analyst with experience across investment banking and strategic finance, focused on supporting M&A execution, capital raises, and financial planning for growth-stage companies. I build and maintain 3-statement operating models, valuation analyses (comps, precedent transactions, DCF), and market assessments to inform strategic and capital allocation decisions.My work has included preparing CIMs and investor materials, coordinating due diligence workflows, supporting bridge round fundraising, and developing KPI dashboards for SaaS and healthcare companies. I enjoy working directly with founders, management teams, and deal professionals to clarify value drivers and evaluate growth scenarios with precision and discipline.I’m motivated by environments where rigor, accountability, and thoughtful communication drive outcomes.Investment Banking, M&A, Corporate Development, Financial Modeling, DCF, Valuation, 3-Statement Modeling, Capital Markets, Private Equity, Venture Capital, Strategic Finance, FP & A, SaaS Metrics, Due Diligence
Experience
Financial Strategy & Business Operations Analyst
Jun 2024 — Present · Cleveland, OH, US
Actively interfacing with founders, investors, and external deal stakeholders to support capital planning, fundraising, and strategic evaluation discussions.• Built 3-statement operating model and scenario sensitivities supporting capital planning and liquidity runway under multiple growth paths.• Constructed SaaS KPI dashboard (MRR, churn, CAC, LTV, cohort retention) to benchmark performance vs. VC expectations and inform pricing strategy.• Led financial prep for a $500K bridge funding round, including investor materials, valuation comps, and capitalization planning.• Coordinated investor outreach sequencing, data room organization, and diligence flow with founders and external stakeholders.• Developed market sizing and competitive positioning analyses to refine go-to-market and segment prioritization.
Education
Saint Ignatius High School
Diploma, College Prep
2008
Cleveland State University
Bachelor of Business Administration - BBA, Finance
Cuyahoga Community College
Associate of Science - AS, Associate of Arts - AA
2018
Skills
- Teamwork
- Provider Relations
- Order Entry
- Medical Documentation
- Teaching
- Time Management
- Microsoft Word
- Biomedical Applications of Physics
- Team Leadership
- Outlook
- Technology Improvements
- Memory and Cognition
- Pathology
- Medisoft Emr
- Pharmacy Operations
- Biostatistics
- Academic Tutoring
- Life Science
- Patient Rounding
- Chemistry
- Volunteering
- Tutoring
- Behavioral Science Statistics
- Microsoft Powerpoint
- Neuroscience Systems
- Biology
- Public Speaking
- Customer Service
- Physiology of Behavior
- Medical Terminology
- Microsoft Office
- Psychology
- Windows
- Calculus
- Patient Communication
- Patient Charting
- Powerpoint
- General Chemistry
- Chiropractic Medicine
- Research
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