Performed industry research and created approximately 20 sector and global M&A reports to enhance client relationships with private equity firms and strategic clients.Analyzed capital structures to identify leverage levels, pricing, and applicable lenders for comparable transactions in support of M&A and Debt Advisory engagements.Communicated with deal personnel to collect quantitative deal specifics and understand nuances of all Baird deals for use in future marketing materials and pitchbooks.Identified and eliminated inefficiencies in weekly reporting process by redesigning existing internal M&A database to decrease reporting delivery times by 25%.Sourced potential revenue generating debt recapitalization opportunities through extensive analysis of lost pitches and sponsor-bought sellsides and strategized with senior bankers in identifying over 50 prospective targets.Spearheaded cross-departmental project to design new templates for all M&A reports to drive greater external end-user engagement. Implemented finalized design changes across existing reports.Organized in excess of 150 leverage reads as part of the pre-pitch sellside process to assist in valuation modeling.Hosted over 60 webinars bringing together senior bankers, external clients, and lenders with goal of maximizing leverage levels by creating a competitive environment.Supported senior bankers and external clients in creating ad hoc M&A research materials for use in board meetings, strategic planning meetings, presentations, and pitches. Examples include an analysis of purchase price valuation metrics across time for a private equity client; presentation on industrial M&A market for presentation to management of a family office client; and research into Asian economies and outbound M&A activity for internal strategic planning purposes.

Developed an internal tracking tool in Excel used to compare call center metrics across various groups within the organization.Assisted in the creation and conveyance of internal staff communications on a weekly basis.Cataloged competitive intelligence.

Developed an in house database of applicant’s resumes for affirmative action purposes.Assisted in the development of a new inventory system to facilitate warehouse tracking.Created an application to assist human resources in the tracking and execution of employee clothing orders.

Transcribed and organized financial reporting source documents for input into Access and Excel for summary case analyses.Assisted senior actuaries in the creation of Access reports for statistical analysis.Researched and developed an accident based insurance policy model to meet client requirements.