Edward Malcolm, C.P.A. Email & Phone Number

Greater San Diego Area

Irvine, Ca

♦Automated a 6-hour core-process of the Sales Operations department, consisting of 3 documents used for expediting parts and managing buffer levels, into a 10-minute process using a variety of Excel functions & macros.♦Maintained weekly and monthly waterfall analyses for use in forecasting demand and supply for multiple accounts.♦Compiled department-wide data for two analyses, Time Spend Analysis and Sales Productivity Account Lists, which outlined how account managers budgeted their time in a 40-hour work week and identified how much revenue they were supporting.♦Assisted with rebate approval process, requiring a familiarity with parts in the rebate.♦Managed Broadcom’s CRM program in order to verify, approve, and input new prices for multiple chips and chipsets.

Newport Beach, Ca

♦Conducted comprehensive qualitative research for 5 separate clients in various industries after conference calls in which potential targets were reviewed and clients expressed their expectations for follow-up batches of 20-30 targets companies.♦Isolated underlying factors in target companies most relevant for accomplishing successful acquisitions by the clients.

Irvine, Ca

♦Implemented a process that allowed interns direct access to previous reports resulting in an increased report turnover rate♦Monitored realized proceeds and current valuations of 300+ funds and created reports outlining their performance♦Performed due diligence on potential new deals focusing primarily on pending litigations involving the general partners♦Researched Asian markets periodically in order to identify market trends and potential investment opportunities

Master Of Public Policy

B.A. Business Administration - Emphases In Accounting And Finance

Minor in Psychology & Social Behavior Minor in German Studies