Cayden Vanmatre Email & Phone Number

New Orleans, Louisiana, United States

Orchestrated financial analysis for diverse business valuations in tax planning, litigation, and M&A transactions advisory, ensuring precision in results for high-stakes projects.Analyzed complex legal documents, extracting vital financial insights to drive successful forensic accounting investigations and valuations.Applied advanced spreadsheet skills and industry-standard methods, optimizing efficiency and contributing to the accurate reporting of financial scenarios for dozens of clients.

New Orleans, Louisiana, United States

Gained valuable knowledge about the financial advisor profession through shadowing CFPs, inputting data for clients' financial profiles, and data review to compare employee retirement plans, healthcare plans, and other benefit plans.Spearheaded firm salesforce implementation, including the development of automated processes and customized page layouts to decrease time wasting activities and improve efficiency.Conducted outbound prospecting calls to assist financial advisor in growing client base.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Led team to research and model First Guaranty Bank to write an equity research report on its stock, FGBI.Performed high-level financial analysis on First Guaranty Bank to determine a predicted stock price.

New Orleans, Louisiana, United States

Created dozens of posters, flyers, and instagram posts to increase student engagement in department events and to advertise the less popular offered coursesAnswered the department multi-line phone and directed calls to appropriate destinationsScheduled class logistics and prepared class materials in assistance to professorsReceived and processed 100s of mail items weekly to increase department efficiency

Lafayette, Louisiana, United States

Acquired knowledge of QuickBooks and accounting principles through extensive, billable bookkeeping work for clientsShadowed a CPA through the completion of tax returns, business planning, and client meetingsReconciled bank accounts, reviewed bank & financial statements, and correlated bank statements to tax returns

Master Of Accounting

Bachelor'S Of Science In Management, Finance, General

Activities and Societies: Tulane Chess Club Meditation Club Tulane Animal Alliance Campus Cats Organization Minor in Legal Studies

Education record

Activities and Societies: Lafayette High School Football Team Lafayette High School Marching Band