• Assisted COO and CEO in financial analysis and data analysis of deal volume on a monthly/quarterly/yearly basis• Created and audited Salesforce reports daily to ensure integrity of database of 10,000 deals for reporting purposes. Provided monthly reports on business functions: days to close, deal statistics since inception, energy statistics from closed deals, etc.• Prepared data and provided analysis for quarterly Board of Directors meeting• Coordinated company marketing efforts with external firm, including LinkedIn posts, press releases, blog posts, and website updates

• Conducted analysis on sales functions for completing series of projects focused on sales productivity and effectiveness using SQL. • Created Tableau reports for marketing use that summarized agent’s daily closed sales. • Presented findings and recommendations in PowerPoints to management. Assignments included the following: 1. Saturday Calling Project - Assessed the effectiveness of a Saturday sales calling program, including sales conversions (close rate) and a cost benefit analysis. Presented findings to senior management and recommended that program be continued. 2. Commission Analysis Project - Used Pivot tables to track monthly sales goal attainment by agent’s tenure, created reports, and presented Powerpoint to senior analysts and head of operations.

• Created a financial model (including projected income statement, balance sheet, and cash flow statement with drivers) based on public company filings• Researched industry trends, drivers, and market potential for each of the targets operating segments• Conducted historical review of 10-K and 10-Q filings to construct acquisition history of target company