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Skills

  • Investment portfolio management
  • Financial Data Reporting and Interpretation
  • Operational efficiency improvement
  • Mergers and Acquisitions (M&A) Due Diligence
  • Attention to Detail and Accuracy in Financial Data
  • Financial Record-Keeping in Compliance with framework
  • KPI Development and Reporting
  • Variance Analysis: Actual vs. Budget
  • Cross-functional team collaboration
  • Investment Decision Support

Work Experiences

  • Developed presentations on key performance indicators (KPIs), used by leadership to track corporate financial health and improve outcomes by 71%.
  • Assessed corporate profitability metrics on Jira.
  • Collaborated with senior analysts to conduct financial forecasting using metric, improving forecast accuracy by 71%.
  • Conducted financial forecasting using procedure.
  • Assisted in evaluating capital structure options.
  • Analyzed cash flow statements for subsidiaries in Columbus, supporting investment decisions in underperforming regions.
  • Contributed to the purchase of ServiceNow.
  • Created profitability analysis for new product launches based on variable costs, enabling leadership to increase margins by 62%.
  • Developed presentations on key performance indicators (KPIs).
  • Assessed corporate profitability metrics on Jira, providing insights that contributed to a 60% revenue increase over 2019 period.

Summaries

  • Collaborative Corporate Finance Intern with a focus on cross-functional teamwork and stakeholder relations. Supported tools and presentations that helped secure 9 in investment funding.
  • Collaborated on budget forecasting.
  • Analytical Finance Intern with expertise in month-end closing optimization.
  • Achieved a margin increase of 17%.
  • Conducted due diligence for M&A.
  • Contributed to $16 in annual savings.
  • Achieved forecast accuracy improvements of 85%.
  • Contributed to expansion in Portland.
  • Assisted in saving $8 annually.
  • Conducted profitability analysis for new product launches.

Accomplishments

  • Provided detailed assessments of international economic conditions, helping leadership prioritize global investment regions and improve portfolio performance by 68%.
  • Prepared variance analysis on actuals vs. forecasted budget for all subsidiaries, minimizing deviations and enabling faster remedial actions across business units.
  • Supported the preparation and analysis of financial statements, contributing to successful audits with no material findings for 2021.
  • Developed customized Excel-based financial models to evaluate investment scenarios, providing recommendations that increased return on invested capital by 72%.
  • Built dynamic financial models for analyzing operational efficiencies, recommending improvements that reduced operating costs by $15 annually.
  • Researched international market trends, enabling a strategic expansion into Denver that generated additional revenues of $18 in the first one year.
  • Supported the strategic decision-making process by delivering clear financial analyses that contributed to an operational enhancement program, leading to a cost reduction of $59%.
  • Worked alongside the tax team to prepare thorough and accurate tax documentation, ensuring compliance with local and federal regulations for 2019.
  • Partnered with the tax department to review and adjust tax strategies, yielding a 79% reduction in tax liability compared to prior periods.
  • Collaborated with senior financial analysts to refine budgeting processes, ensuring better alignment with long-term strategic goals and delivering improvements of 56% in budget forecast accuracy.

Affiliations

  • Member, Corporate Valuation Lab, process, 2020 - Participated in research and valuation workshops with a focus on real-world financial decision-making.
  • Member, Operations and Financial Management Professionals Group 2024 - Gained insights on enhancing operational efficiency and cash flow management in corporate settings.
  • Attendee, Financial Reporting and Corporate Control Conference, 2021 - Gained insights on improving financial reporting standards and reducing audit findings.
  • Member, Global Association of Risk Professionals (GARP), 2023 - Focused on risk management strategies relevant to corporate finance operations.
  • Member, Beta Alpha Psi (International Honor Organization for Financial Information Students), 2020 - Engaged in activities promoting ethical finance practices and professional development.
  • Member, Toastmasters International - Finance Chapter, 2019 - Developed public speaking skills, focusing on delivering financial presentations and reports to varied audiences.
  • Member, Financial Management Association (FMA), 2016 - Attended workshops and talks focused on corporate finance trends, financial modeling, and industry standards.
  • Graduate Assistant, Financial Economics Research Group, 2024 - Contributed to compiling and assessing research regarding global financial markets.
  • Intern, Institute of Finance and Business Professionals (IFBP), 2020 - Assisted in corporate finance consulting projects with a focus on improving financial efficiency.
  • Research Assistant, Economics Department at standard, 2016 - Analyzed financial data and economic trends relevant to corporate finance.

Certifications

  • Six Sigma Green Belt Certification 2016
  • Accredited Investment Fiduciary (AIF) Certification
  • Professional Risk Manager (PRM) Certification
  • Certified Mergers & Acquisitions Advisor (CM&AA) – 2018
  • Professional Certificate in Quantitative Finance (PCQF) - Brightline
  • Certified Management Accountant (CMA) - Institute of Management Accountants, 2021
  • Corporate Finance Qualification (CFQ) - system
  • Accounting and Financial Analyst Certificate process
  • Series 7 - General Securities Representative Exam 2019
  • Certified Private Wealth Advisor (CPWA)

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