Daisy Martinez Email & Phone Number

San Jose, CA

Greater New York City Area

Greater New York City Area

Greater New York City Area

• Compiled, reviewed, and validated capital activity for Real Estate Funds with $21 billion in assets under management.
• Analyzed intercompany transactions across 1,500+ accounts to identify instances of financial inefficiencies due to the accrual of excess interest expense.
• Conducted research through internal interviews, data collection, and situational analyses of current processes to identify and develop solutions for problems likely to arise from the migration to a new firm-wide.
• Presented recommendations to IT and management relating to the implementation of an enterprise software system to evaluate cost effectiveness and the potential for increased efficiency firm-wide as part of a.

Santa Clara, CA

• Contributed to revenue generation of $100,000+ by identifying & screening potential clients and advising internal Audit and Advisory service divisions on opportunities for key client expansion.
• Created management presentations for firm Partners used to guide discussions about strategic opportunities for revenue growth and increased market penetration.
• Collaborated with the Presentation Resources team to pioneer the creation and production of marketing materials to solicit prospective clients which resulted in increased awareness of firm services.

Las Vegas, Nevada Area

• Competed nationally against 25 university groups at the annual ALPFA Convention with an attendance in the thousands.
• Researched and analyzed the human capital of AES in order to optimize its’ capital allocation, grow profitability, and expansion to different markets.

Bachelor Of Business Administration (B.B.A.), Finance

Activities and Societies: Haas Business Student Association

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General