Benjamin Strickler Email & Phone Number

Washington, Dc, Us

Washington Dc-Baltimore Area

• Provides in-depth quantitative and qualitative data analysis thatguides decisions on potential projects and initiatives.• Develops assumption-based Excel models and forecasts, leveraging investment analysis techniques including NPV, IRRand DCF, that inform enterprise investment opportunities.• Performs sensitivity analyses, synthesizes data, and makesconcrete recommendations on potential initiatives.• Analyzes complex data to discover opportunities and risks to thecorporate strategic plan and annual budget.• Presents easily digestible financial information to cross-functional business partners, bridging the financial and operational goals of the company through strong relationships.

Washington D.C. Metro Area

- Monitors budget performance, inventory, program engagement trends, marketing ROI for AARP Driver Safety, providing insights to marketing, operations, and programs leadership.- Co-leads monthly accounting close cycle for a $11M departmental group, including tracking accrual items, setting up account reclassing, and managing payment of all expenses.- Analyzes the financial impact of future program enhancements and strategy, including course location optimization, new course offerings, volunteer acquisition/retention, and expansion of external relationships with corporate grant partners.- Responsible for quarterly and annual budget forecasts for use in the organization’s financial planning and analysis, both near-term, one-year targets and broader three-year planning.

Washington D.C. Metro Area

- Provided partnership and corporate tax consulting to parent company, Alvarez & Marsal Holdings.- Analyzed financial statements and provided tax compliance on forms 1065, 1120, and high networth 1040s, with a specialty in real estate, professional services, and investment partnerships.- Advised on guaranteed payment, income allocation, and partner basis issues.- Modeled tax effects of partnership flow-through structures.- Managed deliverable deadlines and provided oversight of 4 associates with competing priorities.- Provided support for state and federal tax audits and notices.- Generated dynamic Excel workbooks to handle big data management and manipulation.- Calculated estimate tax projections for planning and forecasting purposes.

Washington D.C. Metro Area

Washington D.C. Metro Area

Researched impact of compliance to the Dodd-Frank Act, in regards to swaps and derivatives marketsAnalyzed Congressional and bank records to prepare to testify before Senate Financial Services CommitteeCreated PowerPoint pitch for Political Action Committee (PAC) reorganization to be used by VP of Government Relations to peer executives in the bank

Roanoke, Virginia

Analyzed financial statements to value total replacement cost of the RMR’s services (intangibles)Prepared and presented a schedule for annual audit on current value of the non-profit’s services and reported findings to both executive and foundation fund boards; total valuation of ~$10.5 million.

Master Of Science (M.S.), Finance

Bachelor Of Science, Finance, Politics & International Affairs, Entrepreneurship

Activities and Societies: Student Government, Wake Forest Student Fund, Finance Club, Ambassadors in Admissions, Student Life Advisory.