• Provided technical and qualitative support to the investment banking team in debt capital markets, M&A, public finance, municipal bond offerings, private placements, and senior living and higher education teams • Drafted and prepared confidential information memorandums, RFP’s, client-facing documentation, pitch material, valuations, interest rate analysis, closing books and investor and board presentations• Formulated research presentation benchmarking financial health of CCRC’s by associating key financial metrics with Fitch and S&P credit rating averages (DCOH, DSCR, cushion ratio, net operating margin)• Assembled credit profiles to determine financial condition of non-profits, leveraging assessed annual and quarterly audits• Constructed profit-and-loss and financial model from raw client data for $40mm for-profit transaction, highlighting EBITDARM, management fees, cap rate, and net income/loss• Devised comprehensive municipal bond analyses utilizing official statement data, enabling reporting on CUSIPs by mortgage pledge, obligated group size, management takedown, and restrictive covenants• Composed weekly firmwide capital markets updates for live deals of $20mm-$200mm par value

• Interned at boutique investment bank with specialization in agriculture and cold storage, advising and representing privately held companies with $10mm-$100mm+ EV.• Worked on sell-side M&A, perform commercial and financial due diligence (quality of earnings, EBITDA bridge, three financial statements, ratio analysis, pivot tables), • Drafted and prepared information memorandums, client-facing documentation, pitch material, valuations, and customer and product analyses • Developed in-house precedent transactions and public company comparable model using CapIQ pro macros and S&P formula builder, allowing for up to 12 public company and M&A transactions tracking 5 year earnings• Created 4 sets of comparable transactions and future projections using SEC EDGAR database and 10K and 10Q filings, hand calculating enterprise value, drawing a deep knowledge of S&P systems and financial markets

-Conducted financial and operational analyses and assisted in modeling of MSP metrics and KPI’s-Established customer classification process for finance team, enabling reporting on verticals served most or least-Conducted system and data audits to profile, assess, and resolve issues regarding poor quality data impact on company performance-Created dashboards using business intelligence tools Brightgauge and Periscope to manage help desk and ticket audit efficiency-Enhanced system integration of billing software and service inventory portal by editing and uniforming data to adjust for changes made to existing transport infrastructure-Assisted various departments with process improvement and data analytics objectives including (1. creation and development of all organization process documents and knowledge articles for company-wide migration into Confluence (an Atlassian product) and (2. supporting account management team with verification of customer information and assisting with corporate communications relating to decommissioning of existing services