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Skills

  • Capital Expenditure Evaluation
  • Return on Investment (ROI) Financial Modeling
  • Financial Impact Assessment for Corporate Strategy
  • Expense tracking system development
  • Mergers and Acquisitions (M&A) Due Diligence
  • Cash Flow Statement Analysis for Subsidiaries
  • Industry Standards Research and Application
  • Financial Benchmarking and Performance Measurement
  • Stakeholder Presentation Skills
  • Due Diligence for Strategic Acquisitions

Work Experiences

  • Developed financial models to evaluate capital expenditure proposals.
  • Assessed corporate profitability metrics on Jira, providing insights that contributed to a 60% revenue increase over 2019 period.
  • Analyzed impact on Jira sales performance.
  • Developed financial models to evaluate capital expenditure proposals, identifying projects with an expected ROI of 43% or higher.
  • Assessed corporate profitability metrics on Jira.
  • Collaborated with senior analysts.
  • Contributed to the department’s award of Employee of the Year.
  • Analyzed financial implications of potential mergers.
  • Assisted in evaluating capital structure options, including debt refinancing and equity offerings, guiding the company’s capital allocation strategy.
  • Created profitability analysis for new product launches based on variable costs, enabling leadership to increase margins by 62%.

Summaries

  • Adaptable Corporate Finance Intern with hands-on experience in tax documentation preparation and due diligence. Enabled the reduction of penalty risks by identifying 13 key discrepancies during tax audits.
  • Contributed to $6 in strategic investments in underperforming regions.
  • Contributed analysis that improved strategic investment decisions in 2019.
  • 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.
  • Contributed to expansion in Portland.
  • Corporate Finance Intern with advanced skills in financial software and profitability analysis. Led the assessment of new product launches which resulted in a margin increase of 36%.
  • Contributed to a departmental reporting award.
  • Collaborative Corporate Finance Intern.
  • Ambitious Finance Intern with experience in variance analysis, cross-functional collaboration, and expense tracking systems. Reduced manual operations by 43% through an innovative reconciliation process.
  • Corporate Finance Intern with advanced skills in financial software.

Accomplishments

  • 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.
  • Collaborated with senior analysts to conduct due diligence for M&A opportunities, contributing to the successful acquisition of assets worth $3.
  • Built dynamic financial models for analyzing operational efficiencies, recommending improvements that reduced operating costs by $15 annually.
  • Coordinated with corporate teams to produce investor presentations that highlighted finance KPIs, enhancing stakeholder confidence and leading to successful fundraising of $10.
  • Researched international market trends, enabling a strategic expansion into Denver that generated additional revenues of $18 in the first one year.
  • Partnered with the tax department to review and adjust tax strategies, yielding a 79% reduction in tax liability compared to prior periods.
  • 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%.
  • Prepared ROI models and conducted scenario analysis, supporting capital allocation decisions across multiple departments valued at $14.
  • Identified significant cost-saving opportunities through analysis of vendor contracts, resulting in $9 in annual savings across multiple business units.

Affiliations

  • Research Assistant, Economics Department at standard, 2016 - Analyzed financial data and economic trends relevant to corporate finance.
  • Volunteer, Junior Achievement Financial Literacy Program, 2021 - Delivered workshops to high school students on fundamental corporate finance practices.
  • Attendee, Financial Reporting and Corporate Control Conference, 2021 - Gained insights on improving financial reporting standards and reducing audit findings.
  • Intern, Institute of Finance and Business Professionals (IFBP), 2020 - Assisted in corporate finance consulting projects with a focus on improving financial efficiency.
  • Participant, Annual Finance Case Competition at initiative, 2023 - Presented strategies for optimizing cash flow management in a fictional corporate restructuring scenario.
  • Member, Corporate Finance Class at system, 2015 - Studied key concepts and applications of corporate finance through case studies and simulations.
  • Volunteer, Financial Literacy Tutor, 2021 - Delivered educational workshops on budgeting, investment strategies, and financial planning.
  • Intern, procedure Chapter of Institute of Management Accountants (IMA), 2021 - Supported management with financial reporting tasks, including budget optimization and variance analysis.
  • Member, CFA Institute Research Challenge, 2023 - Collaborated with a team to perform financial analysis and valuation on a selected publicly traded company.
  • Volunteer, National Association of Black Accountants (NABA), 2016 - Assisted in coordinating networking events focusing on enhancing financial literacy in underrepresented communities.

Certifications

  • Certified Private Wealth Advisor (CPWA)
  • Certified Corporate Financial Planning & Analysis Professional (FP&A)
  • Professional Risk Manager (PRM) Certification
  • Financial Risk Manager (FRM) - Lakeside Partners
  • Investment Company Representative Certification (ICR) - 2021
  • Chartered Financial Consultant (ChFC) certification
  • Capital Markets and Securities Analyst (CMSA®)
  • Certified Financial Planner (CFP)
  • Accredited Investment Fiduciary (AIF) Certification
  • Accounting and Financial Analyst Certificate process

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