- Developed Quality of Earnings reports for clients; led the internal team to know how to analyze operational/financial trends and determine adjustments to EBITDA- Managed team of outsourced controllers and bookkeepers to ensure clients had accurate financial reporting- Lead sell side engagements for owners looking to exit their business

- Led clients through sell-side and buy-side transactions; provided due diligence, valuations, draftedIOI’s/LOI’s, and created pitch decks/teasers- Analyzed financial statements and created financial models including DCF, LBO, and three-statementmodels- Maintained strong relationships with private equity and venture capital firms; successfully brought newclients into the firm through business development efforts

- Created buy-side and sell-side financial due diligence reports including Quality of Earnings, Net WorkingCapital, and other diligence/transactional analysis for private equity and venture capital clients- Advised clients on how to maximize opportunities and minimize risks related to mergers and acquisitionsand provided recommendations in the context of valuation

- Assisted in end of year financial statement audits for two clients by completing workpapers andreviewing relevant documentation to ensure they met compliance regulations- Well-practiced in working individually and as a team to meet strict daily and weekly deadlines

- Closely works with accounting, economics, and business professors to improve the learning experience for their students.- Leads and teaches review sessions and classes when needed. - Creates several excel projects and other learning modules to provide practical opportunities for students to learn.

- Trusted and selected as the first person in the history of the program who hadn't completed the program himself to manage as the Lead Consultant.- Leads a team of financial consultants that analyzed and counselled several start-up companies.- Helps companies improve their operations which led their contribution margins to increase by over 30%.

- Assisted in leading and motivating a team of salesmen that generated over $2,000,000 of revenue in less than 5 months, becoming one of the top performing teams in the industry. - Became well practiced in communication, building report, and overcoming customer concerns.