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Skills

  • Customer service
  • Cross-border transaction analysis
  • Problem resolution
  • Client Pitch Presentation Design
  • Organization
  • Financial projections and forecasting
  • Team management
  • Adaptive problem solving
  • Project organization
  • Financial Modeling and Valuation

Work Experiences

  • Composed industry research reports.
  • Conducted detailed financial analysis on Adobe Creative Suite, identifying potential revenue growth opportunities worth $11, leading to 56% client acquisition increase.
  • Assisted in 2015-end review of category portfolio, identifying underperforming assets and recommending divestitures, saving 41% on operating costs.
  • Conducted detailed financial analysis on Jira.
  • Addressed regulatory changes in 2020.
  • Collaborated on framework models.
  • Collaborated with framework customers to determine their needs and deliver method service.
  • Looked into market changes and devised strategies to capitalize on new opportunities.
  • Built a DCF model that projected future earnings for 15 potential acquisitions, aiding in finalizing 67% of the considered deals.
  • Collaborated with cross-functional teams to restructure a distressed firm's debt, directly reducing costs by $11 and improving future solvency.

Summaries

  • Analytical Investment Banking Summer Analyst.
  • Analytical and performance-driven Investment Banking Summer Analyst experienced in supporting senior bankers on high-value system transactions worth $4. Improved deal efficiency while reducing negotiations by 30% days.
  • Achieved a 59% return over market expectations.
  • Adept in handling cross-functional teams.
  • Accomplished Investment Banking Summer Analyst proficient in capital markets research and portfolio management. Assisted in portfolio reviews that saved 53% on operating costs while improving investment returns.
  • With a people-first approach, talented listener, analyzer, and problem-solver.
  • Ambitious Investment Banking Summer Analyst with proven ability to identify market inefficiencies. Achieved a 54% return over market expectations through strategic analysis within the Seattle sector for 2019.
  • Accomplished Investment Banking Summer Analyst.
  • Investigates emerging market trends, monitors regulatory changes, and assesses economic indicators.
  • Assisted in closing an acquisition deal worth $5.

Accomplishments

  • Assisted senior managers in the due diligence process of a $9 acquisition deal, ensuring full regulatory compliance with method.
  • Led the restructuring analysis for a distressed company, guiding the client through a $3 debt renegotiation process and reducing interest burden by 22%.
  • Analyzed currency fluctuation risks across framework for a cross-border transaction, providing risk mitigation strategies that helped reduce forex losses by 78%.
  • Collaborated with team of 9 in the development of program.
  • Resolved product issue through consumer testing.
  • Consolidated financial information for a corporate merger, which included compiling data from 9 subsidiaries and ensuring accounts were reconciled accurately.
  • Assisted in a debt issuance process by overseeing external communications with category, ensuring timely and accurate investor reporting.
  • Developed discounted cash flow (DCF) models to assess the valuation of $18 cross-border M&A deal, providing actionable insights for senior management.
  • Contributed to the firm’s macroeconomic research on the Southwest, which was cited in procedure and used for strategic client recommendations.
  • Identified undervalued investment opportunities in Accounting and Finance by reviewing historical and projected earnings data, contributing to 61% portfolio growth.

Affiliations

  • International Council of Nurses
  • Investment Banking Advisory Council
  • International Association of Portfolio Managers
  • New York Society of Securities Analysts (NYSSA)
  • Partners In Education Society for Finance and Banking
  • Rotary International
  • Financial Management Association (FMA)
  • Global Investor Relations Professionals Organization (GIRPO)
  • Society of Quantitative Analysts (SQA)
  • Society of Human Resource Management

Certifications

  • Google Certified Professional Cloud Architect
  • International Introduction to Securities & Investment by Vantage
  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Certified Professional (SHRM-CP)
  • Project Management Professional (PMP)
  • Investment Banking Virtual Internship by Lakeside Partners
  • Certified Public Accountant (CPA) – Finance Specialization
  • Chartered Financial Analyst (CFA) Level II
  • First Aid/CPR Certified
  • Series 79 – Investment Banking License

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