Sponsor & Leveraged Finance

Sponsor & Leveraged Finance

Sponsor & Leveraged Finance - Healthcare

Sponsor & Leveraged Finance - Healthcare

Sponsor & Leveraged FInance - Healthcare

Card Operations Finance – Contact Center Core Strategy and Support• Strategic operations modeling for Capital One’s core contact center servicing across the Company’s geographic footprint• Long term call center servicing cost analytics, forecasting and monitoring to drive savings across the enterprise• Finance liaison to US Card leadership providing headcount details, operating expenses, and efficiency tracking

Card Operations Finance – Central Card Management• Collaborated with leadership team to develop cost drivers and complex allocation methodologies for Card operating expenses• Supported the development and the approval of the annual budget, incorporating current year forecats and projections• Provided monthly allocated operating expense results, reporting, and forecasting analysis to Card Senior Leadership• Aided the development of new cost reporting cube, which incorporates analysis across the Card Operations organization

4th Rotation: CAD Division Finance – February 2013 – June 2013• Partnered with BU Finance teams to create and distribute the weekly revenue and bookings report • Managed Headcount &AR reports monthly; resolve any variances between HFM & Epicor• Maintained the Economic Indicator tool and publish the monthly update• Ad-Hoc projects as requested by management 3rd Rotation:Corporate Development Analyst – August 2012 – January 2013• Created and updated DCF valuation model based on standalone financials and forecasted synergistic financials • Gathered comparable multiples for various potential acquisition deals• Completed strategic market analysis for the Life Science industry• Conducted earnings analysis for various competitors2nd Rotation:LED Division Finance – Financial Planning and Analysis – February 2012 – July 2012 • Provided reports, analysis, and commentary on the business units’ adherence to the Annual Operating Plan and the current forecast on all responsible line items (e.g. Accounts Receivable, SG&A expenses, etc)• Consolidated CapEx and G&A spending data from manufacturing facilities and explained spending variances• Carried out special projects and ad-hoc financial reporting as required by management• Managed a commercial expense package that included monitoring loan and demo inventory, sales concessions, and T&E expenses at the division level1st Rotation:EPD Shared Services / BU General Accounting – Aug 2011 – Jan 2012 • Carried out monthly financial close activities including updates and maintenance of the general ledger, analysis of account variances, and reporting of results to management• Performed weekly revenue, orders, and backlog reporting to management• Coordinated and maintained monthly accruals and standard journal entries• Supported the development and preparation of the Annual Operating Plan and site forecast development

• Constructed secure website to increase efficiency for intra-departmental sharing of information• Met with departmental supervisors in credit, deductions, cash collections, and international to discuss design of the information• Developed understanding in credit risk mitigation techniques• Presented details of project to upper management at the conclusion of the eight-week full time internship

• Assisted with processing new customer account information• Managed mass mailing marketing campaign; distributed company information to potential clientele• Increased understanding of stocks and annuities