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Skills

  • ERP software
  • Buy-Side Deal Support
  • Financial Management
  • Risk mitigation
  • Communications
  • Process improvement
  • Capital structure optimization
  • Deal Multiples Assessment
  • Cross-functional collaboration
  • Client relationship management

Work Experiences

  • Achieved deal closure in 2021.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Achieved a net-positive 32% increase in post-transaction value.
  • Prepared detailed expense reports and capital expenditure requests.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Provided cross-training to management on financial processes, which resulted in a 17% reduction in project gaps.
  • Analyzed cash flow scenarios for distressed clients.

Summaries

  • Vendor management and workflow optimization are being offered to a new system opportunity.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing metric documentation.
  • Power BI is a skill that I've honed over the years.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Accounting Manager with extensive expertise in performance reporting and 4 years of experience.
  • GAAP expert with general ledger experience
  • In order to take on Advisory Transaction Services Intern with Vantage, I'm hoping to use my experience in financial data entry and record keeping.
  • Expert at cross-functional collaboration.
  • Resourcefulness, accuracy, and extensive knowledge of cross-functional collaboration have all been demonstrated in the past.
  • Accounting Clerk with strong math skills and a broad understanding of cross-functional collaboration and framework financial management.

Accomplishments

  • Facilitated smooth cross-department collaboration during acquisition projects, resulting in the timely completion of 8 deals with zero compliance violations.
  • Played a key role in revising economic models in line with changing market conditions, which contributed to a 75% stronger debt recovery rate for distressed clients.
  • Participated in the development of financial policy changes that enhanced compliance controls, significantly reducing audit deficiencies by 70%.
  • Assessed and revised financial data for 8 clients as part of restructuring advisory, resulting in a cumulative savings of $5 in operating costs.
  • Provided valuable insights on risk analysis techniques to junior staff members, improving overall team performance and reducing analysis lead time by 26%.
  • Led junior analysts in the preparation of due diligence reports, ensuring adherence to regulatory compliance standards across finance.
  • Worked with legal, tax, and compliance teams to ensure the integrity of financial documentation associated with mergers and acquisitions.
  • Prepared and analyzed ratio metrics to assist in valuation modeling for M&A transactions worth over $4, resulting in a 60% increase in investment returns.
  • Assisted in advisory services for a $16 M&A transaction, contributing to a successful closure within 14 months of target deadline.
  • Initiated and developed custom financial reporting tools that synthesized large data sets, significantly increasing the speed and accuracy of deliverables for key clients.

Affiliations

  • Leadership Volunteer for Transaction Advisory Services at Ironclad Systems
  • American Marketing Association
  • Institute of Internal Auditors (IIA) Student Membership
  • International Private Equity and Venture Capital Association (IVCA)
  • National Association of Corporate Directors (NACD) Future Member
  • Project Management Institute
  • Institute of Mergers, Acquisitions and Alliances (IMAA) Member
  • Lions Club
  • Volunteer Mentor for Junior Achievement’s Financial Literacy Program
  • Association for Computing Machinery

Certifications

  • Business and Financial Modeling Specialization - Wharton Online 2015
  • Anti-Money Laundering Specialist (CAMS) 2024 - Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Excel Skills for Business Specialization - Macquarie University
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Management Accountant (CMA) Colorado
  • Certificate in Mergers and Acquisitions - New York Institute of Finance (NYIF)
  • Certified Financial Modeling Specialist (CFMS) - Corporate Finance Institute
  • Certified International Investment Analyst (CIIA) - Northwind
  • Investment Banking Certification framework
  • Advanced Investment Analysis Certification - NYIF

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